Civic Intelligence

Sheet Metal Workers LCL 265 Welfare Fund

990 • Fiscal year 2016 • EIN 36-2356062

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 26, 2017

Organization ProfileN/A

View Organization Page

205 Alexandra WayCarol Stream, IL 60188

(630) 668-7260

Siviq Scores

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

Liabilities / Assets

75th percentile

0.21x

Higher debt load relative to assets than 75% of similar nonprofits.

2016 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2016

Liabilities / Revenue

88th percentile

0.45x

Higher debt load relative to revenue than 88% of similar nonprofits.

2016 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2016

Net Margin

27th percentile

-4.0%

Higher net margin than 27% of similar nonprofits.

2016 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2016

Top Officer Pay

76th percentile

$225,853

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2016 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2016

Asset Growth

39th percentile

1.2%

Faster asset growth than 39% of similar nonprofits.

2016 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Revenue Growth

37th percentile

0.0%

Faster revenue growth than 37% of similar nonprofits.

2016 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$55,404,964

Up $674,109 (+1.2%) from 2015

Net Assets

Down

$43,905,689

Down $310,059 (-0.7%) from 2015

Liabilities

Up

$11,499,275

Up $984,168 (+9.4%) from 2015

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin27th percentile

Revenue

Up

$25,302,797

Up $5,180 (+0.0%) from 2015

Expenses

Up

$26,313,921

Up $1,432,136 (+5.8%) from 2015

Net Income

Down

-$1,011,124

Down $1,426,956 (-343%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$60M$40M$20M$0Assets 2010: $44,812,566Liabilities 2010: $13,384,124Net Assets 2010: $31,428,4422010Assets 2011: $48,452,563Liabilities 2011: $12,408,203Net Assets 2011: $36,044,3602011Assets 2012: $50,007,421Liabilities 2012: $11,250,565Net Assets 2012: $38,756,8562012Assets 2013: $50,514,082Liabilities 2013: $10,435,578Net Assets 2013: $40,078,5042013Assets 2014: $54,371,656Liabilities 2014: $9,888,317Net Assets 2014: $44,483,3392014Assets 2015: $54,730,855Liabilities 2015: $10,515,107Net Assets 2015: $44,215,7482015Assets 2016: $55,404,964Liabilities 2016: $11,499,275Net Assets 2016: $43,905,6892016Assets 2017: $55,542,383Liabilities 2017: $13,176,147Net Assets 2017: $42,366,2362017Assets 2018: $55,057,353Liabilities 2018: $12,783,949Net Assets 2018: $42,273,4042018Assets 2019: $54,398,071Liabilities 2019: $12,762,269Net Assets 2019: $41,635,8022019Assets 2020: $54,434,839Liabilities 2020: $13,083,344Net Assets 2020: $41,351,4952020Assets 2021: $56,450,435Liabilities 2021: $13,546,828Net Assets 2021: $42,903,6072021Assets 2022: $43,023,590Liabilities 2022: $14,717,888Net Assets 2022: $28,305,7022022Assets 2023: $41,446,905Liabilities 2023: $15,710,715Net Assets 2023: $25,736,1902023Assets 2024: $41,447,122Liabilities 2024: $16,525,455Net Assets 2024: $24,921,6672024Assets 2025: $44,221,963Liabilities 2025: $19,523,239Net Assets 2025: $24,698,7242025

Highlighted filing

2016

Assets$55,404,964
Liabilities$11,499,275
Net Assets$43,905,689
Open 2016 Filing

Operations Trend

Revenue Growth37th percentile

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

$60M$40M$20M$0-$20MExpenses 2010: $25,760,9792010Expenses 2011: $23,060,7472011Expenses 2012: $23,240,9202012Expenses 2013: $22,518,4972013Revenue 2014: $24,435,974Expenses 2014: $21,310,542Net Income 2014: $3,125,4322014Revenue 2015: $25,297,617Expenses 2015: $24,881,785Net Income 2015: $415,8322015Revenue 2016: $25,302,797Expenses 2016: $26,313,921Net Income 2016: -$1,011,1242016Revenue 2017: $26,666,981Expenses 2017: $28,114,833Net Income 2017: -$1,447,8522017Revenue 2018: $27,000,132Expenses 2018: $27,188,455Net Income 2018: -$188,3232018Revenue 2019: $28,627,550Expenses 2019: $30,201,374Net Income 2019: -$1,573,8242019Revenue 2020: $29,208,770Expenses 2020: $29,156,888Net Income 2020: $51,8822020Revenue 2021: $35,875,093Expenses 2021: $30,745,562Net Income 2021: $5,129,5312021Revenue 2022: $27,083,938Expenses 2022: $37,341,688Net Income 2022: -$10,257,7502022Revenue 2023: $30,212,937Expenses 2023: $34,391,758Net Income 2023: -$4,178,8212023Revenue 2024: $33,624,556Expenses 2024: $37,459,627Net Income 2024: -$3,835,0712024Revenue 2025: $40,272,912Expenses 2025: $42,182,866Net Income 2025: -$1,909,9542025

Highlighted filing

2016

Revenue$25,302,797
Expenses$26,313,921
Net Income-$1,011,124
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 26, 2017
Return Version
2015v3.0
Gross Receipts
$82,955,721
Mission and Program Overview

Mission

Provide health, dental, prescription drug, vision and death benefits covering substantially all participating persons under the sheet metal workers local 265 union's collective bargaining agreement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$46,297,013$48,832,672▲ $2,535,659
Rtn Earn Endowment Incm Other Fnds$44,215,748$43,905,689▼ $310,059
Savings and Temporary Cash Investments$5,273,298$3,414,014▼ $1,859,284
Accounts Receivable$2,126,274$2,118,211▼ $8,063
Cash and Non-Interest-Bearing Accounts$735,413$694,940▼ $40,473
Prepaid Expenses and Deferred Charges$42,321$43,896▲ $1,575
Land, Buildings, and Equipment, Net$33,257$27,023▼ $6,234
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$54,730,855$55,404,964▲ $674,109
Other Assets Total$223,279$274,208▲ $50,929
Liabilities
Other Liabilities$10,422,655$11,447,369▲ $1,024,714
Accounts Payable and Accrued Expenses$92,452$51,906▼ $40,546
Total Liabilities$10,515,107$11,499,275▲ $984,168
Net Assets / Fund Balance
Total Net Assets Fund Balance$44,215,748$43,905,689▼ $310,059
Total Liabilities and Net Assets / Fund Balance$54,730,855$55,404,964▲ $674,109

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$9,372$144,953$154,325
Other Land Buildings$2,686$76,596$79,282
Leasehold Improvements$14,965$33,151$48,116
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Scott WilleAdministratorFT$121,240$44,286$165,526
John BoskeFormer Trustee--$145,005$145,005
Gerald PorterFormer Trustee--$80,788$80,788

Board Members and Trustees

NameTitle
Charles RueggeTrustee
Don MoranTrustee
JOHN D'ANGELOTrustee
Jack GenglerTrustee
John DanielTrustee
John HoppTrustee
John ShawTrustee
Ken WiesbrookTrustee
Kevin PrinceTrustee
Pat HudgensTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue ShieldPpo Access Fees300 EAST RANDOLPH STREET, Chicago, IL 60601$677,299
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$23,895,020
Investment Income
$1,136,110
Other Revenue
$271,667
Change in Net Assets
$-1,011,124

Audited Revenue Reconciliation

Revenue per Audited Statements
$24,883,635
Revenue Not Reported on Financial Statements
$419,162
Revenue Not Reported on Form 990
$701,065
Other Revenue Adjustments
$271,667
Total Revenue per Audited Statements
$25,584,700
Total Revenue per Form 990
$25,302,797
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,456,839
Salaries, Compensation, and Employee Benefits$976,453
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$23,880,629
Fees for Services Other---$944,863
Other Salaries and Wages---$523,090
Pension Plan Contributions---$212,990
Other Employee Benefits---$176,391
Fees for Service Investment Mgmnt Fees---$147,495
Office Expenses---$78,148
Payroll Taxes---$63,982
Occupancy---$60,816
Information Technology---$59,842
Fees for Services Accounting---$56,985
Fees for Services Legal---$53,543
Insurance---$27,581
Conferences and Meetings---$12,852
Depreciation Depletion---$7,632
Other Expenses---$7,082
Total Functional Expenses$0$0$0$26,313,921

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$26,313,921
Expenses per Audited Statements$24,870,359
Total Expenses per Audited Statements$24,870,359
Expenses Not Reported on Financial Statements$1,443,562
Other Expense Adjustments$1,296,067
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
Est Liab Fut Claims-from Extnded Elig$8,299,600
Est Liab Fut Claims-incurred Not Reporte$2,517,300
Claims Payable$629,300
Accrued Payroll Taxes and Withholdings$1,169
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
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 B, line 11

“The trustees have authorized the fund's chairman and/or secretary to review the form 990 before it is filed.”

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

“Persons covered by the conflict of interest policy will annually disclose or update to the board of trustees their interests that could give rise to conflicts of interest. For each interest disclosed to the board of trustees, the trustees will determine whether to: (a) take no action; (b) assure full disclosure to the board of trustees and other individuals covered by this policy; (c) ask the person to refuse from participation in related discussions or decisions within the funds; or (d) ask the person to resign from his or her position in the fund, or if the person refuses to resign, become subject to possible removal in accordance with the fund's removal procedures. The administrative manager will monitor proposed or ongoing transactions for conflicts of interest and disclose them to the board of trustees in order to deal with potential or actual conflicts, whether discovered before or after the transaction has occurred.”

Form 990, Part VI, Section C, line 19

“A summary annual report is distributed to all participants. Participants are able to request the auditor's report and other financial information from the plan administrator and/or the us department of labor. Also, form 5500 is open to public inspection through the us department of labor.”

Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers Lcl 265 Welfare Fund
EIN
36-2356062
Phone
6306687260
Address
205 ALEXANDRA WAY, CAROL STREAM, IL 60188

Signing Officer

Name
Charles Ruegge
Title
Trustee
Phone
6306687260
Signed
2017-01-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles Ruegge
Formed
1962
Legal Domicile
Il
Voting Board Members
10
Independent Board Members
5
Employees
71
Volunteers
0

Preparer

Firm
Calibre CPA Group PLLC
Address
566 WEST LAKE STREET SUITE 300, CHICAGO, IL 60661-1414
Preparer
Andy Hein
Phone
3126550037
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The process has not changed from the prior year.”

Financial Statement Notes

Part X, Line 2:

“The trust established under the Plan to hold the Plan's assets is qualified pursuant to Section 501(c)(9) of the Internal Revenue Code as a tax-exempt organization. The Plan has obtained a favorable tax determination letter from the Internal Revenue Service, and the Plan Sponsor believes that the Plan, as amended, continues to qualify and to operate in accordance with applicable provisions of the Internal Revenue Code. Accounting principles generally accepted in the United States of America require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the taxing authorities. As of June 30, 2016, there were no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. At June 30, 2016, the Plan is no longer subject to income tax examinations for years prior to the fiscal year ended June 30, 2013.”

Part XI, Line 4B - Other Adjustments:

“Reimb expenses from affiliated funds 271,667.”

Part XII, Line 4B - Other Adjustments:

“Reimb. Expenses from affiliated funds 271,667. Dec in claims payable and ibnr 813,300. Inc in liability for extended eligibility 211,100.”

Raw XML AppendixShowing 400 of 821 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt092452
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt051906
IRS990/AccountsReceivableGrp/BOYAmt02126274
IRS990/AccountsReceivableGrp/EOYAmt02118211
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE HEALTH, DENTAL, PRESCRIPTION DRUG, VISION AND DEATH BENEFITS COVERING SUBSTANTIALLY ALL PARTICIPATING PERSONS UNDER THE SHEET METAL WORKERS LOCAL 265 UNION'S COLLECTIVE BARGAINING AGREEMENT.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt023880629
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KEVIN SCHELL
IRS990/BooksInCareOfDetail/PhoneNum06306687260
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0205 ALEXANDRA WAY
IRS990/BooksInCareOfDetail/USAddress/CityNm0CAROL STREAM
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd060188
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0735413
IRS990/CashNonInterestBearingGrp/EOYAmt0694940
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt012852
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0677299
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0300 EAST RANDOLPH STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0CHICAGO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd060601
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0BLUE CROSS BLUE SHIELD
IRS990/ContractorCompensationGrp/ServicesDesc0PPO ACCESS FEES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt023880629
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01136110
IRS990/CYOtherExpensesAmt01456839
IRS990/CYOtherRevenueAmt0271667
IRS990/CYProgramServiceRevenueAmt023895020
IRS990/CYRevenuesLessExpensesAmt0-1011124
IRS990/CYSalariesCompEmpBnftPaidAmt0976453
IRS990/CYTotalExpensesAmt026313921
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt025302797
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt07632
IRS990/Desc0PROVIDED ARE HEALTH (HOSPITAL, MAJOR MEDICAL, AND LONG TERM DISABILITY), DENTAL, VISION, AND DEATH BENEFITS FOR ELIGIBLE PARTICIPANTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt071
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt056985
IRS990/FeesForServicesLegalGrp/TotalAmt053543
IRS990/FeesForServicesOtherGrp/TotalAmt0944863
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0147495
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt43.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt53.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt63.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt73.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt83.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt93.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt103.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt113.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt028793
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt176652
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt246998
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt378167
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt674074
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1072755
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1172116
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1244286
IRS990/Form990PartVIISectionAGrp/PersonNm0GERALD PORTER
IRS990/Form990PartVIISectionAGrp/PersonNm1KEVIN PRINCE
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN BOSKE
IRS990/Form990PartVIISectionAGrp/PersonNm3CHARLES RUEGGE
IRS990/Form990PartVIISectionAGrp/PersonNm4PAT HUDGENS
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN SHAW
IRS990/Form990PartVIISectionAGrp/PersonNm6DON MORAN
IRS990/Form990PartVIISectionAGrp/PersonNm7JOHN D'ANGELO
IRS990/Form990PartVIISectionAGrp/PersonNm8JACK GENGLER
IRS990/Form990PartVIISectionAGrp/PersonNm9KEN WIESBROOK
IRS990/Form990PartVIISectionAGrp/PersonNm10JOHN DANIEL
IRS990/Form990PartVIISectionAGrp/PersonNm11JOHN HOPP
IRS990/Form990PartVIISectionAGrp/PersonNm12SCOTT WILLE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
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/ReportableCompFromOrgAmt12121240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt051995
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1126444
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt298007
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3147686
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6127376
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10128737
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11125919
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0FORMER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2FORMER TRUSTEE
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/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01962
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-248590
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt057404334
IRS990/GrossReceiptsAmt082955721
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt059842
IRS990/InsuranceGrp/TotalAmt027581
IRS990/InvestmentIncomeGrp/ExclusionAmt01384700
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01384700
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt046297013
IRS990/InvestmentsPubTradedSecGrp/EOYAmt048832672
IRS990/IRPDocumentCnt0736
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0254700
IRS990/LandBldgEquipBasisNetGrp/BOYAmt033257
IRS990/LandBldgEquipBasisNetGrp/EOYAmt027023
IRS990/LandBldgEquipCostOrOtherBssAmt0281723
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt057652924
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE HEALTH, DENTAL, PRESCRIPTION DRUG, VISION AND DEATH BENEFITS COVERING SUBSTANTIALLY ALL PARTICIPATING PERSONS UNDER THE SHEET METAL WORKERS LOCAL 265 UNION'S COLLECTIVE BARGAINING AGREEMENT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt044215748
IRS990/NetAssetsOrFundBalancesEOYAmt043905689
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-248590
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-248590
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0701065
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt060816
IRS990/OfficeExpensesGrp/TotalAmt078148
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0223279
IRS990/OtherAssetsTotalGrp/EOYAmt0274208
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0176391
IRS990/OtherExpensesGrp/Desc0TRANSITIONAL REINSURANC
IRS990/OtherExpensesGrp/TotalAmt07082
IRS990/OtherLiabilitiesGrp/BOYAmt010422655
IRS990/OtherLiabilitiesGrp/EOYAmt011447369
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0REIMB FROM AFFILIATES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0271667
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0271667
IRS990/OtherRevenueTotalAmt0271667
IRS990/OtherSalariesAndWagesGrp/TotalAmt0523090
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt063982
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0212990
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt042321
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt043896
IRS990/PrincipalOfficerNm0CHARLES RUEGGE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt021548214
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12346806
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt021548214
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12346806
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PROVIDED ARE HEALTH (HOSPITAL, MAJOR MEDICAL, AND LONG TERM DISABILITY), DENTAL, VISION, AND DEATH BENEFITS FOR ELIGIBLE PARTICIPANTS.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt022293415
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01513221
IRS990/PYOtherExpensesAmt01618180
IRS990/PYOtherRevenueAmt0225192
IRS990/PYProgramServiceRevenueAmt023559204
IRS990/PYRevenuesLessExpensesAmt0415832
IRS990/PYSalariesCompEmpBnftPaidAmt0970190
IRS990/PYTotalExpensesAmt024881785
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt025297617
IRS990/ReconcilationRevenueExpnssAmt0-1011124
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt044215748
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt043905689
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05273298
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03414014
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt09372
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0144953
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0154325
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01443562
IRS990ScheduleD/ExpensesSubtotalAmt024870359
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0147495
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0147495
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt014965
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt033151
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt048116
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0701065
IRS990ScheduleD/OtherExpensesNotIncludedAmt01296067
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02686
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt076596
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt079282
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0629300
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt18299600
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt22517300
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt31169
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1EST LIAB FUT CLAIMS-FROM EXTNDED ELIG
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2EST LIAB FUT CLAIMS-INCURRED NOT REPORTE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3ACCRUED PAYROLL TAXES AND WITHHOLDINGS
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0271667
IRS990ScheduleD/RevenueNotReportedAmt0701065
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0419162
IRS990ScheduleD/RevenueSubtotalAmt024883635
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The trust established under the Plan to hold the Plan's assets is qualified pursuant to Section 501(c)(9) of the Internal Revenue Code as a tax-exempt organization. The Plan has obtained a favorable tax determination letter from the Internal Revenue Service, and the Plan Sponsor believes that the Plan, as amended, continues to qualify and to operate in accordance with applicable provisions of the Internal Revenue Code. Accounting principles generally accepted in the United States of America require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the taxing authorities. As of June 30, 2016, there were no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. At June 30, 2016, the Plan is no longer subject to income tax examinations for years prior to the fiscal year ended June 30, 2013.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1REIMB EXPENSES FROM AFFILIATED FUNDS 271,667.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2REIMB. EXPENSES FROM AFFILIATED FUNDS 271,667. DEC IN CLAIMS PAYABLE AND IBNR 813,300. INC IN LIABILITY FOR EXTENDED ELIGIBILITY 211,100.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 4b - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XII, Line 4b - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt027023
IRS990ScheduleD/TotalExpensesPerForm990Amt026313921
IRS990ScheduleD/TotalLiabilityAmt011447369
IRS990ScheduleD/TotalRevenuePerForm990Amt025302797
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt025584700
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt024870359
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt5121240
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/CompensationBasedOnRltdOrgsAmt0117735
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1132473
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2117735
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3117735
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt4117735
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/DeferredCompensationFlngOrgAmt524312
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt052373
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt153754
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt251595
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt348384
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt447783
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt519974
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt024279
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt124413
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt222479
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt324371
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt424333
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt50

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$55,404,964
Liabilities
$11,499,275
Net assets
$43,905,689
Revenue
$25,302,797
Expenses
$26,313,921
Net income
-$1,011,124
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$44.2$19.5$24.7$40.3$42.2$1.91
2024Detailed filing. Detailed filing data is available for this year.$41.4$16.5$24.9$33.6$37.5$3.84
2023Detailed filing. Detailed filing data is available for this year.$41.4$15.7$25.7$30.2$34.4$4.18
2022Detailed filing. Detailed filing data is available for this year.$43.0$14.7$28.3$27.1$37.3$10.3
2021Detailed filing. Detailed filing data is available for this year.$56.5$13.5$42.9$35.9$30.7$5.13
2020Detailed filing. Detailed filing data is available for this year.$54.4$13.1$41.4$29.2$29.2$0.05
2019Detailed filing. Detailed filing data is available for this year.$54.4$12.8$41.6$28.6$30.2$1.57
2018Detailed filing. Detailed filing data is available for this year.$55.1$12.8$42.3$27.0$27.2$0.19
2017Detailed filing. Detailed filing data is available for this year.$55.5$13.2$42.4$26.7$28.1$1.45
2016Detailed filing. Detailed filing data is available for this year.$55.4$11.5$43.9$25.3$26.3$1.01
2015Detailed filing. Detailed filing data is available for this year.$54.7$10.5$44.2$25.3$24.9$0.42
2014Detailed filing. Detailed filing data is available for this year.$54.4$9.89$44.5$24.4$21.3$3.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.5$10.4$40.1$22.5
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.0$11.3$38.8$23.2
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$48.5$12.4$36.0$23.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$44.8$13.4$31.4$25.8