Civic Intelligence

Local Union No 9 Ibew & Outside Contractors Health & Welfare Trust Fund

990 • Fiscal year 2014 • EIN 36-2261990

Nov 01, 2013 to Oct 31, 2014 • Filed on Aug 31, 2015

Organization ProfileN/A

View Organization Page

One Westbrook Corporate Center No43060154

(708) 449-9004

Siviq Scores

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

Liabilities / Assets

35th percentile

0.01x

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

2014 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2014

Liabilities / Revenue

40th percentile

0.02x

Higher debt load relative to revenue than 40% of similar nonprofits.

2014 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2014

Net Margin

90th percentile

46%

Higher net margin than 90% of similar nonprofits.

2014 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2014

Top Officer Pay

78th percentile

$219,137

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2014 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2014

Asset Growth

69th percentile

12%

Faster asset growth than 69% of similar nonprofits.

2014 filings • 501(c)9 • $50M-$100M 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 / Assets35th percentile

Assets

Up

$90,032,692

Up $9,919,884 (+12%) from 2013

Net Assets

Up

$89,493,010

Up $12,459,918 (+16%) from 2013

Liabilities

Down

$539,682

Down $2,540,034 (-82%) from 2013

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin90th percentile

Revenue

$26,426,372

No earlier filing loaded for comparison.

Expenses

Up

$14,278,970

Up $925,274 (+6.9%) from 2013

Net Income

$12,147,402

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$300M$200M$100M$0Assets 2011: $58,651,451Liabilities 2011: $46,075Net Assets 2011: $58,605,3762011Assets 2012: $67,026,234Liabilities 2012: $283,254Net Assets 2012: $66,742,9802012Assets 2013: $80,112,808Liabilities 2013: $3,079,716Net Assets 2013: $77,033,0922013Assets 2014: $90,032,692Liabilities 2014: $539,682Net Assets 2014: $89,493,0102014Assets 2015: $106,334,498Liabilities 2015: $940,405Net Assets 2015: $105,394,0932015Assets 2016: $125,022,906Liabilities 2016: $1,818,834Net Assets 2016: $123,204,0722016Assets 2017: $144,549,166Liabilities 2017: $2,695,911Net Assets 2017: $141,853,2552017Assets 2018: $152,756,703Liabilities 2018: $2,053,630Net Assets 2018: $150,703,0732018Assets 2019: $174,578,758Liabilities 2019: $713,210Net Assets 2019: $173,865,5482019Assets 2020: $195,730,890Liabilities 2020: $2,904,339Net Assets 2020: $192,826,5512020Assets 2021: $232,308,687Liabilities 2021: $2,243,435Net Assets 2021: $230,065,2522021Assets 2022: $213,814,236Liabilities 2022: $2,162,835Net Assets 2022: $211,651,4012022Assets 2023: $223,187,688Liabilities 2023: $1,894,806Net Assets 2023: $221,292,8822023Assets 2024: $255,055,289Liabilities 2024: $1,746,128Net Assets 2024: $253,309,1612024

Highlighted filing

2014

Assets$90,032,692
Liabilities$539,682
Net Assets$89,493,010
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: $13,188,6022011Expenses 2012: $12,611,6842012Expenses 2013: $13,353,6962013Revenue 2014: $26,426,372Expenses 2014: $14,278,970Net Income 2014: $12,147,4022014Revenue 2015: $31,774,006Expenses 2015: $14,890,128Net Income 2015: $16,883,8782015Revenue 2016: $31,085,158Expenses 2016: $15,996,859Net Income 2016: $15,088,2992016Revenue 2017: $31,606,310Expenses 2017: $20,851,939Net Income 2017: $10,754,3712017Revenue 2018: $27,970,750Expenses 2018: $20,684,059Net Income 2018: $7,286,6912018Revenue 2019: $39,600,509Expenses 2019: $21,215,317Net Income 2019: $18,385,1922019Revenue 2020: $38,849,511Expenses 2020: $22,943,924Net Income 2020: $15,905,5872020Revenue 2021: $36,729,981Expenses 2021: $25,761,405Net Income 2021: $10,968,5762021Revenue 2022: $34,269,419Expenses 2022: $28,735,114Net Income 2022: $5,534,3052022Revenue 2023: $28,197,696Expenses 2023: $29,331,614Net Income 2023: -$1,133,9182023Revenue 2024: $31,014,590Expenses 2024: $32,016,579Net Income 2024: -$1,001,9892024

Highlighted filing

2014

Revenue$26,426,372
Expenses$14,278,970
Net Income$12,147,402
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2013 to Oct 31, 2014
Signed
Aug 31, 2015
Return Version
2013v4.0
Gross Receipts
$42,502,488
Mission and Program Overview

Mission

To provide health and welfare benefits to individuals working under a Collective Bargaining Agreement between IBEW Local No. 9 and the Middle States Electrical Contractors Association

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$77,033,092$89,493,010▲ $12,459,918
Investments in Publicly Traded Securities$71,847,188$84,665,095▲ $12,817,907
Accounts Receivable$1,788,045$2,663,941▲ $875,896
Savings and Temporary Cash Investments$4,111,831$1,954,292▼ $2,157,539
Land, Buildings, and Equipment, Net$113,232$190,590▲ $77,358
Prepaid Expenses and Deferred Charges$18,989$20,699▲ $1,710
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$80,112,808$90,032,692▲ $9,919,884
Other Assets Total$2,233,523$538,075▼ $1,695,448
Liabilities
Other Liabilities$2,931,961$306,043▼ $2,625,918
Accounts Payable and Accrued Expenses$147,755$233,639▲ $85,884
Total Liabilities$3,079,716$539,682▼ $2,540,034
Net Assets / Fund Balance
Total Net Assets Fund Balance$77,033,092$89,493,010▲ $12,459,918
Total Liabilities and Net Assets / Fund Balance$80,112,808$90,032,692▲ $9,919,884

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$144,926$126,309$271,235
Equipment$22,521$63,739$86,260
Leasehold Improvements$23,143$1,543$24,686
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Rebecca Thames-SimmonsAdministratorPT$159,385$159,385

Board Members and Trustees

NameTitle
Art BurkeTrustee
Daniel J Divane IVTrustee
Frank LizzadroTrustee
John C BurkardTrustee
John D DowlingTrustee
Joseph NotaroTrustee
Louie S VenezianoTrustee
Robert W PiersonTrustee
William NiesmanTrustee
William R DarnstadtTrustee
William T DivaneTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Sav-Rx Presciption ServicesContract Administration-$194,711
The Segal CompanyActuarial-$166,490
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$22,696,657
Investment Income
$3,729,715
Other Revenue
$0
Change in Net Assets
$12,147,402
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,184,123
Salaries, Compensation, and Employee Benefits$533,060
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$12,561,787
Fees for Services Other---$286,767
Other Salaries and Wages---$248,282
Insurance---$207,303
Fees for Service Investment Mgmnt Fees---$196,782
Current Officers, Directors, Trustees, and Key Employees---$159,385
Information Technology---$110,446
Pension Plan Contributions---$97,595
Office Expenses---$73,064
Occupancy---$55,057
Depreciation Depletion---$49,125
Payroll Taxes---$27,798
Conferences and Meetings---$9,768
Other Expenses---$583
Travel---$457
Total Functional Expenses$0$0$0$14,278,970
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
Due to affiliated plans$306,043
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
Yes
Conflict-of-interest policy
No
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

“William T. Divane, Jr. is the uncle of Daniel J. Divane, IV.”

Form 990, Part VI, Section B, line 11

“The draft filing is made available to all Board of Trustees via a secure website”

Form 990, Part VI, Section B, line 15B

“The Chairman and Secretary determine the administrator's employment contract terms based on market data and by consulting an outside benefits consulting firm.”

Form 990, Part VI, Section C, line 19

“Copies are provided upon written or verbal request, free of charge, either hard copy or electronic (whichever the requestor prefers)”

Filing and Contact Details

Filer

EIN
36-2261990
Phone
7084499004

Signing Officer

Name
Art Burke
Title
Trustee
Phone
7084499004
Signed
2015-08-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Art Burke
Formed
1964
Legal Domicile
Il
Voting Board Members
11
Independent Board Members
6
Employees
28
Volunteers
0

Preparer

Preparer
Joseph Pierson
Phone
3126650037
Supplemental Narrative

Financial Statement Notes

Part XI, Line 4B - Other Adjustments:

“Reimbursed admin expenses”

Part XII, Line 4B - Other Adjustments:

“Reimbursed admin expenses”

Raw XML AppendixShowing 400 of 1,187 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/ProgramServiceRevenueGrp/Desc1Reimbursed Admin Exp
IRS990/ProgramServiceRevenueGrp/Desc2Participants Contrib
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt021972550
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1490885
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2233222
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt021972550
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1490885
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2233222
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt011954630
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01622698
IRS990/PYOtherExpensesAmt0870679
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt019991494
IRS990/PYRevenuesLessExpensesAmt08260496
IRS990/PYSalariesCompEmpBnftPaidAmt0528387
IRS990/PYTotalExpensesAmt013353696
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt021614192
IRS990/ReconcilationRevenueExpnssAmt012147402
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt077033092
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt089493010
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04111831
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01954292
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt022521
IRS990ScheduleD/EquipmentGrp/DepreciationAmt063739
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt086260
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt023143
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01543
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt024686
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0144926
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0126309
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0271235
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0306043
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to affiliated plans
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Reimbursed admin expenses
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Reimbursed admin expenses
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XI, Line 4b - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 4b - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0190590
IRS990ScheduleD/TotalLiabilityAmt0306043
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt5159385
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/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt037743
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt133465
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt233465
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt330713
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt433465
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt029296
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt129296
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt225706
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt325706
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt425706
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt0152098
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt1139373
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt2141274
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt3137411
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt4139643
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Robert W Pierson
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1John C Burkard
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2JOHN D DOWLING
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3JOSEPH NOTARO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm4William Niesman
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm5Rebecca Thames-Simmons
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Trustee
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Trustee
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2Trustee
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3Trustee
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt4Trustee
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt5Administrator
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt5159385
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0219137
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1202134
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2200445
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3193830
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt4198814
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt50
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0William T. Divane, Jr. is the uncle of Daniel J. Divane, IV.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The draft filing is made available to all Board of Trustees via a secure website
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Chairman and Secretary determine the administrator's employment contract terms based on market data and by consulting an outside benefits consulting firm.

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Filings

Displayed year

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

Open filing
Assets
$90,032,692
Liabilities
$539,682
Net assets
$89,493,010
Revenue
$26,426,372
Expenses
$14,278,970
Net income
$12,147,402
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$255$1.75$253$31.0$32.0$1.00
2023Detailed filing. Detailed filing data is available for this year.$223$1.89$221$28.2$29.3$1.13
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$214$2.16$212$34.3$28.7$5.53
2021Detailed filing. Detailed filing data is available for this year.$232$2.24$230$36.7$25.8$11.0
2020Detailed filing. Detailed filing data is available for this year.$196$2.90$193$38.8$22.9$15.9
2019Detailed filing. Detailed filing data is available for this year.$175$0.71$174$39.6$21.2$18.4
2018Detailed filing. Detailed filing data is available for this year.$153$2.05$151$28.0$20.7$7.29
2017Detailed filing. Detailed filing data is available for this year.$145$2.70$142$31.6$20.9$10.8
2016Detailed filing. Detailed filing data is available for this year.$125$1.82$123$31.1$16.0$15.1
2015Detailed filing. Detailed filing data is available for this year.$106$0.94$105$31.8$14.9$16.9
2014Detailed filing. Detailed filing data is available for this year.$90.0$0.54$89.5$26.4$14.3$12.1
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$80.1$3.08$77.0$13.4
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$67.0$0.28$66.7$12.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$58.7$0.05$58.6$13.2