Civic Intelligence

Sheet Metal Workers LCL 265 Welfare Fund

990 • Fiscal year 2019 • EIN 36-2356062

Jul 01, 2018 to Jun 30, 2019 • Filed on Mar 16, 2020

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

78th percentile

0.23x

Higher debt load relative to assets than 78% of similar nonprofits.

2019 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

87th percentile

0.45x

Higher debt load relative to revenue than 87% of similar nonprofits.

2019 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2019

Net Margin

16th percentile

-5.5%

Higher net margin than 16% of similar nonprofits.

2019 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

80th percentile

$257,606

Higher top officer pay than 80% of similar nonprofits.

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

2019 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2019

Asset Growth

18th percentile

-1.2%

Faster asset growth than 18% of similar nonprofits.

2019 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

53rd percentile

6.0%

Faster revenue growth than 53% of similar nonprofits.

2019 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$54,398,071

Down $659,282 (-1.2%) from 2018

Net Assets

Down

$41,635,802

Down $637,602 (-1.5%) from 2018

Liabilities

Down

$12,762,269

Down $21,680 (-0.2%) from 2018

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin16th percentile

Revenue

Up

$28,627,550

Up $1,627,418 (+6.0%) from 2018

Expenses

Up

$30,201,374

Up $3,012,919 (+11%) from 2018

Net Income

Down

-$1,573,824

Down $1,385,501 (-736%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2019

Assets$54,398,071
Liabilities$12,762,269
Net Assets$41,635,802
Open 2019 Filing

Operations Trend

Revenue Growth53rd 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

2019

Revenue$28,627,550
Expenses$30,201,374
Net Income-$1,573,824
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Mar 16, 2020
Return Version
2018v3.1
Gross Receipts
$61,371,933
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$46,935,951$48,888,450▲ $1,952,499
Rtn Earn Endowment Incm Other Fnds$42,273,404$41,635,802▼ $637,602
Accounts Receivable$2,258,492$2,266,320▲ $7,828
Savings and Temporary Cash Investments$4,280,881$1,723,917▼ $2,556,964
Cash and Non-Interest-Bearing Accounts$1,248,384$1,160,362▼ $88,022
Prepaid Expenses and Deferred Charges$59,679$50,757▼ $8,922
Land, Buildings, and Equipment, Net$36,173$27,165▼ $9,008
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$55,057,353$54,398,071▼ $659,282
Other Assets Total$237,793$281,100▲ $43,307
Liabilities
Other Liabilities$12,736,601$12,662,224▼ $74,377
Accounts Payable and Accrued Expenses$47,348$100,045▲ $52,697
Total Liabilities$12,783,949$12,762,269▼ $21,680
Net Assets / Fund Balance
Total Net Assets Fund Balance$42,273,404$41,635,802▼ $637,602
Total Liabilities and Net Assets / Fund Balance$55,057,353$54,398,071▼ $659,282

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,407$146,358$151,765
Other Land Buildings$21,758$67,835$89,593
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kevin SchellAdministratorFT$118,082$49,679$167,761

Board Members and Trustees

NameTitle
Don MoranFormer Trustee
JOHN D'ANGELOFormer Trustee
Andy YonkusTrustee
Bob BaierTrustee
Catherine TojagoTrustee
John DanielTrustee
John HoppTrustee
John ShawTrustee
Ken WiesbrookTrustee
Kevin GalassTrustee
Louise MedinaTrustee
Pat HudgensTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue ShieldPpo Access Fees300 EAST RANDOLPH STREET, Chicago, IL 60601$795,216
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$26,190,297
Investment Income
$2,125,921
Other Revenue
$311,332
Change in Net Assets
$-1,573,824

Audited Revenue Reconciliation

Revenue per Audited Statements
$28,178,348
Revenue Not Reported on Financial Statements
$449,202
Revenue Not Reported on Form 990
$936,222
Other Revenue Adjustments
$311,332
Total Revenue per Audited Statements
$29,114,570
Total Revenue per Form 990
$28,627,550
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,785,469
Salaries, Compensation, and Employee Benefits$967,492
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$27,448,413
Fees for Services Other---$1,198,382
Other Salaries and Wages---$499,517
Pension Plan Contributions---$233,273
Other Employee Benefits---$159,187
Fees for Service Investment Mgmnt Fees---$137,870
Office Expenses---$109,603
Payroll Taxes---$75,515
Fees for Services Legal---$70,459
Information Technology---$67,296
Fees for Services Accounting---$62,169
Occupancy---$62,145
Conferences and Meetings---$31,002
Insurance---$29,205
Depreciation Depletion---$9,008
Other Expenses---$8,330
Total Functional Expenses$0$0$0$30,201,374

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$30,201,374
Expenses per Audited Statements$29,826,472
Total Expenses per Audited Statements$29,826,472
Expenses Not Reported on Financial Statements$374,902
Other Expense Adjustments$237,032
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$10,006,000
Est Liab Fut Claims-incurred Not Reporte$2,124,200
Claims Payable$531,100
Accrued Payroll Taxes and Withholdings$924
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 11B

“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
Smart Local 265 Welfare Fund
EIN
36-2356062
Phone
6306687260
Address
205 ALEXANDRA WAY, CAROL STREAM, IL 60188

Signing Officer

Name
John Daniel
Title
Trustee
Phone
6306687260
Signed
2020-03-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Daniel
Formed
1962
Legal Domicile
Il
Voting Board Members
10
Independent Board Members
5
Employees
85
Volunteers
0

Preparer

Firm
Calibre CPA Group PLLC
Address
230 West Monroe St Ste 310, Chicago, IL 60606
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, 2019, 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, 2019, the Plan is no longer subject to income tax examinations for years prior to the fiscal year ended June 30, 2016.”

Part XI, Line 4B - Other Adjustments:

“Reimb expenses from affiliated funds 311,332.”

Part XII, Line 4B - Other Adjustments:

“Reimb. Expenses from affiliated funds 311,332. Dec in claims payable and ibnr -459,600. Inc in liability for extended eligibility 385,300.”

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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/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0607423
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt033351806
IRS990/GrossReceiptsAmt061371933
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt067296
IRS990/InsuranceGrp/TotalAmt029205
IRS990/InvestmentIncomeGrp/ExclusionAmt01518498
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01518498
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt046935951
IRS990/InvestmentsPubTradedSecGrp/EOYAmt048888450
IRS990/IRPDocumentCnt0769
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0214193
IRS990/LandBldgEquipBasisNetGrp/BOYAmt036173
IRS990/LandBldgEquipBasisNetGrp/EOYAmt027165
IRS990/LandBldgEquipCostOrOtherBssAmt0241358
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt032744383
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/NetAssetsOrFundBalancesBOYAmt042273404
IRS990/NetAssetsOrFundBalancesEOYAmt041635802
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0607423
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0607423
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0936222
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt062145
IRS990/OfficeExpensesGrp/TotalAmt0109603
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0237793
IRS990/OtherAssetsTotalGrp/EOYAmt0281100
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0159187
IRS990/OtherExpensesGrp/Desc0TRANSITIONAL REINSURANC
IRS990/OtherExpensesGrp/TotalAmt08330
IRS990/OtherLiabilitiesGrp/BOYAmt012736601
IRS990/OtherLiabilitiesGrp/EOYAmt012662224
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0REIMB FROM AFFILIATES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0311332
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0311332
IRS990/OtherRevenueTotalAmt0311332
IRS990/OtherSalariesAndWagesGrp/TotalAmt0499517
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt075515
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0233273
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt059679
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt050757
IRS990/PrincipalOfficerNm0JOHN DANIEL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt024017707
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12172590
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt024017707
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12172590
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PROVIDED ARE HEALTH (HOSPITAL, MAJOR MEDICAL, AND LONG TERM DISABILITY), DENTAL, VISION, AND DEATH BENEFITS FOR ELIGIBLE PARTICIPANTS.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt024690696
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01021452
IRS990/PYOtherExpensesAmt01564011
IRS990/PYOtherRevenueAmt0279518
IRS990/PYProgramServiceRevenueAmt025699162
IRS990/PYRevenuesLessExpensesAmt0-188323
IRS990/PYSalariesCompEmpBnftPaidAmt0933748
IRS990/PYTotalExpensesAmt027188455
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt027000132
IRS990/ReconcilationRevenueExpnssAmt0-1573824
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt042273404
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt041635802
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04280881
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01723917
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt05407
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0146358
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0151765
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0374902
IRS990ScheduleD/ExpensesSubtotalAmt029826472
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0137870
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0137870
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0936222
IRS990ScheduleD/OtherExpensesNotIncludedAmt0237032
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt021758
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt067835
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt089593
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0531100
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt110006000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt22124200
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3924
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/OtherRevenuesNotIncludedAmt0311332
IRS990ScheduleD/RevenueNotReportedAmt0936222
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0449202
IRS990ScheduleD/RevenueSubtotalAmt028178348
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, 2019, 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, 2019, the Plan is no longer subject to income tax examinations for years prior to the fiscal year ended June 30, 2016.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1REIMB EXPENSES FROM AFFILIATED FUNDS 311,332.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2REIMB. EXPENSES FROM AFFILIATED FUNDS 311,332. DEC IN CLAIMS PAYABLE AND IBNR -459,600. INC IN LIABILITY FOR EXTENDED ELIGIBILITY 385,300.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 4b - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XII, Line 4b - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt027165
IRS990ScheduleD/TotalExpensesPerForm990Amt030201374
IRS990ScheduleD/TotalLiabilityAmt012662224
IRS990ScheduleD/TotalRevenuePerForm990Amt028627550
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt029114570
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt029826472
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt6118082
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0126748
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1151099
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2126748
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3126748
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt4126748
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt5124765
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt629550
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt061064
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt162295
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt255243
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt355981
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt456133
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt555917
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt620129
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt024705

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,398,071
Liabilities
$12,762,269
Net assets
$41,635,802
Revenue
$28,627,550
Expenses
$30,201,374
Net income
-$1,573,824
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