Civic Intelligence

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

990 • Fiscal year 2016 • EIN 36-2261990

Nov 01, 2015 to Oct 31, 2016 • Filed on Sep 12, 2017

Organization ProfileN/A

View Organization Page

One Westbrook Corporate Ctr No 430Westchester, IL 60154

(708) 449-9004

Siviq Scores

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

Liabilities / Assets

46th percentile

0.01x

Higher debt load relative to assets than 46% of similar nonprofits.

2016 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2016

Liabilities / Revenue

53rd percentile

0.06x

Higher debt load relative to revenue than 53% of similar nonprofits.

2016 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2016

Net Margin

93rd percentile

49%

Higher net margin than 93% of similar nonprofits.

2016 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2016

Top Officer Pay

73rd percentile

$212,929

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2016 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2016

Asset Growth

88th percentile

18%

Faster asset growth than 88% of similar nonprofits.

2016 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2015 to 2016

Revenue Growth

28th percentile

-2.2%

Faster revenue growth than 28% of similar nonprofits.

2016 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$125,022,906

Up $18,688,408 (+18%) from 2015

Net Assets

Up

$123,204,072

Up $17,809,979 (+17%) from 2015

Liabilities

Up

$1,818,834

Up $878,429 (+93%) from 2015

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin93rd percentile

Revenue

Down

$31,085,158

Down $688,848 (-2.2%) from 2015

Expenses

Up

$15,996,859

Up $1,106,731 (+7.4%) from 2015

Net Income

Down

$15,088,299

Down $1,795,579 (-11%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth88th 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

2016

Assets$125,022,906
Liabilities$1,818,834
Net Assets$123,204,072
Open 2016 Filing

Operations Trend

Revenue Growth28th percentile

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

2016

Revenue$31,085,158
Expenses$15,996,859
Net Income$15,088,299
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2015 to Oct 31, 2016
Signed
Sep 12, 2017
Return Version
2015v3.0
Gross Receipts
$82,572,776
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$105,394,093$123,204,072▲ $17,809,979
Investments in Publicly Traded Securities$99,116,166$119,837,203▲ $20,721,037
Accounts Receivable$3,512,574$2,934,488▼ $578,086
Savings and Temporary Cash Investments$2,377,128$1,134,188▼ $1,242,940
Land, Buildings, and Equipment, Net$217,239$187,598▼ $29,641
Prepaid Expenses and Deferred Charges$10,322$15,226▲ $4,904
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$106,334,498$125,022,906▲ $18,688,408
Other Assets Total$1,101,069$914,203▼ $186,866
Liabilities
Other Liabilities$668,986$1,706,073▲ $1,037,087
Accounts Payable and Accrued Expenses$271,419$112,761▼ $158,658
Total Liabilities$940,405$1,818,834▲ $878,429
Net Assets / Fund Balance
Total Net Assets Fund Balance$105,394,093$123,204,072▲ $17,809,979
Total Liabilities and Net Assets / Fund Balance$106,334,498$125,022,906▲ $18,688,408

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$138,772$215,606$354,378
Equipment$30,787$55,516$86,303
Leasehold Improvements$18,039$6,647$24,686
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rebecca Thames-SimmonsAdministratorPT$157,193$43,883$201,076

Board Members and Trustees

NameTitle
Art BurkeTrustee
Frank LizzadroTrustee
John C BurkardTrustee
John D DowlingTrustee
Joseph NotaroTrustee
Kevin B SchusterTrustee
Lance RosenmayerTrustee
Stephen AldridgeTrustee
William NiesmanTrustee
William R DarnstadtTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue ShieldClaims Administrator225 N Michigan Ave, Chicago, IL 60601$256,954
Carday and AssociatesThird Party Administrator7130 Columbia Gateway Dr A, Columbia, MD 21046$218,650
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$30,721,595
Investment Income
$363,563
Other Revenue
$0
Change in Net Assets
$15,088,299

Audited Revenue Reconciliation

Revenue per Audited Statements
$30,250,160
Revenue Not Reported on Financial Statements
$834,998
Revenue Not Reported on Form 990
$2,721,680
Other Revenue Adjustments
$667,454
Total Revenue per Audited Statements
$32,971,840
Total Revenue per Form 990
$31,085,158
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,145,354
Salaries, Compensation, and Employee Benefits$595,255
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$14,256,250
Fees for Services Other---$272,725
Other Salaries and Wages---$255,911
Current Officers, Directors, Trustees, and Key Employees---$183,873
Information Technology---$180,224
Fees for Service Investment Mgmnt Fees---$167,544
Pension Plan Contributions---$114,490
Office Expenses---$87,211
Depreciation Depletion---$67,388
Occupancy---$66,017
Insurance---$31,743
Payroll Taxes---$29,639
Conferences and Meetings---$11,583
Other Employee Benefits---$11,342
Other Expenses---$159
Total Functional Expenses$0$0$0$15,996,859

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$15,996,859
Expenses per Audited Statements$15,161,861
Total Expenses per Audited Statements$15,161,861
Expenses Not Reported on Financial Statements$834,998
Other Expense Adjustments$667,454
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
Due to broker$952,217
Due to affiliated plans$753,856
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
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 11

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

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

“All board memebers annual submission of disclosure statements are on file with the administrator. The administrator reviews meeting agendas prior to the meeting and notifies the board of any issues that need to be addressed before the discussions take place. Any individual who gives notice of potential conflict is to abstain from participating in any item of business which comes before the board.”

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)”

Part VII, Line 2C

“No change from prior year.”

Filing and Contact Details

Filer

Filer Name
Local Union No 9 Ibew & Outside
EIN
36-2261990
Phone
7084499004
Address
One Westbrook Corporate Ctr No 430, Westchester, IL 60154

Signing Officer

Name
Art Burke
Title
Trustee
Phone
7084499004
Signed
2017-09-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Art Burke
Formed
1964
Legal Domicile
Il
Voting Board Members
10
Independent Board Members
5
Employees
30
Volunteers
0

Preparer

Firm
Calibre CPA Group PLLC
Address
566 West Lake St Suite 300, Chicago, IL 60661
Preparer
Joseph Pierson
Phone
3126550037
Supplemental Narrative

Financial Statement Notes

Part XI, Line 4B - Other Adjustments:

“Reimbursed admin expenses 667,454.”

Part XII, Line 4B - Other Adjustments:

“Reimbursed admin expenses 667,454.”

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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/OtherExpensesGrp/Desc0Claims processing fees
IRS990/OtherExpensesGrp/Desc1Loss on disposal of ass
IRS990/OtherExpensesGrp/Desc2Repairs and maintenance
IRS990/OtherExpensesGrp/TotalAmt0258319
IRS990/OtherExpensesGrp/TotalAmt12441
IRS990/OtherExpensesGrp/TotalAmt2159
IRS990/OtherLiabilitiesGrp/BOYAmt0668986
IRS990/OtherLiabilitiesGrp/EOYAmt01706073
IRS990/OtherSalariesAndWagesGrp/TotalAmt0255911
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt029639
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0114490
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010322
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt015226
IRS990/PrincipalOfficerNm0Art Burke
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0Employer Contributions
IRS990/ProgramServiceRevenueGrp/Desc1Reimbursed Admin Exp
IRS990/ProgramServiceRevenueGrp/Desc2Participants Contrib
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt029874234
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1667454
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2179907
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt029874234
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1667454
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2179907
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt013101194
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02536375
IRS990/PYOtherExpensesAmt01239966
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt029237631
IRS990/PYRevenuesLessExpensesAmt016883878
IRS990/PYSalariesCompEmpBnftPaidAmt0548968
IRS990/PYTotalExpensesAmt014890128
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt031774006
IRS990/ReconcilationRevenueExpnssAmt015088299
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0105394093
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0123204072
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02377128
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01134188
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt030787
IRS990ScheduleD/EquipmentGrp/DepreciationAmt055516
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt086303
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0834998
IRS990ScheduleD/ExpensesSubtotalAmt015161861
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0167544
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0167544
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt018039
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt06647
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt024686
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02721680
IRS990ScheduleD/OtherExpensesNotIncludedAmt0667454
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0138772
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0215606
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0354378
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0753856
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1952217
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to affiliated plans
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Due to broker
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0667454
IRS990ScheduleD/RevenueNotReportedAmt02721680
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0834998
IRS990ScheduleD/RevenueSubtotalAmt030250160
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Reimbursed admin expenses 667,454.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Reimbursed admin expenses 667,454.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XI, Line 4b - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 4b - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0187598
IRS990ScheduleD/TotalExpensesPerForm990Amt015996859
IRS990ScheduleD/TotalLiabilityAmt01706073
IRS990ScheduleD/TotalRevenuePerForm990Amt031085158
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt032971840
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt015161861
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt5157193
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/CompensationBasedOnRltdOrgsAmt0137580
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1129456
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2120018
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3132981
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt4143174
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/DeferredCompensationFlngOrgAmt533011
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt038321
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt138321
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt238321
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt338321
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt435845
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt025242
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt125242
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt225242
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt325242
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt422263
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt510872
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt09225
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt117194
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt226524
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt316385
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt48808
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0John C Burkard
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1John D Dowling
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2Joseph Notaro
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3William Niesman
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm4Kevin B Schuster
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm5Rebecca Thames-Simmons
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Trustee
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Trustee
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2Trustee
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3Trustee
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt4Trustee

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$125,022,906
Liabilities
$1,818,834
Net assets
$123,204,072
Revenue
$31,085,158
Expenses
$15,996,859
Net income
$15,088,299
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