Civic Intelligence

Sheet Metal Workers LCL 265 Welfare Fund

990 • Fiscal year 2020 • EIN 36-2356062

Jul 01, 2019 to Jun 30, 2020 • Filed on Apr 06, 2021

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

77th percentile

0.24x

Higher debt load relative to assets than 77% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

87th percentile

0.45x

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

2020 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2020

Net Margin

32nd percentile

0.2%

Higher net margin than 32% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

85th percentile

$270,792

Higher top officer pay than 85% of similar nonprofits.

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

2020 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2020

Asset Growth

21st percentile

0.1%

Faster asset growth than 21% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

59th percentile

2.0%

Faster revenue growth than 59% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$54,434,839

Up $36,768 (+0.1%) from 2019

Net Assets

Down

$41,351,495

Down $284,307 (-0.7%) from 2019

Liabilities

Up

$13,083,344

Up $321,075 (+2.5%) from 2019

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin32nd percentile

Revenue

Up

$29,208,770

Up $581,220 (+2.0%) from 2019

Expenses

Down

$29,156,888

Down $1,044,486 (-3.5%) from 2019

Net Income

Up

$51,882

Up $1,625,706 (+103%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth21st 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

2020

Assets$54,434,839
Liabilities$13,083,344
Net Assets$41,351,495
Open 2020 Filing

Operations Trend

Revenue Growth59th 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

2020

Revenue$29,208,770
Expenses$29,156,888
Net Income$51,882
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Apr 6, 2021
Return Version
2019v5.2
Gross Receipts
$80,588,586
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$48,888,450$47,126,374▼ $1,762,076
Rtn Earn Endowment Incm Other Fnds$41,635,802$41,351,495▼ $284,307
Savings and Temporary Cash Investments$1,723,917$3,346,750▲ $1,622,833
Accounts Receivable$2,266,320$2,355,340▲ $89,020
Cash and Non-Interest-Bearing Accounts$1,160,362$1,272,889▲ $112,527
Prepaid Expenses and Deferred Charges$50,757$56,938▲ $6,181
Land, Buildings, and Equipment, Net$27,165$27,922▲ $757
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$54,398,071$54,434,839▲ $36,768
Other Assets Total$281,100$248,626▼ $32,474
Liabilities
Other Liabilities$12,662,224$13,027,486▲ $365,262
Accounts Payable and Accrued Expenses$100,045$55,858▼ $44,187
Total Liabilities$12,762,269$13,083,344▲ $321,075
Net Assets / Fund Balance
Total Net Assets Fund Balance$41,635,802$41,351,495▼ $284,307
Total Liabilities and Net Assets / Fund Balance$54,398,071$54,434,839▲ $36,768

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$11,152$149,888$161,040
Other Land Buildings$16,770$72,823$89,593
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kevin SchellAdministratorFT$120,672$51,687$172,359

Board Members and Trustees

NameTitle
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$844,821
The Segal CompanyActuarial Consulting Fees101 NORTH WACKER DRIVE, Chicago, IL 60606$153,259
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$25,944,587
Investment Income
$2,930,380
Other Revenue
$333,803
Change in Net Assets
$51,882

Audited Revenue Reconciliation

Revenue per Audited Statements
$28,740,032
Revenue Not Reported on Financial Statements
$468,738
Revenue Not Reported on Form 990
$-336,189
Other Revenue Adjustments
$333,803
Total Revenue per Audited Statements
$28,403,843
Total Revenue per Form 990
$29,208,770
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,571,213
Salaries, Compensation, and Employee Benefits$890,028
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$26,695,647
Fees for Services Other---$984,146
Other Salaries and Wages---$465,747
Pension Plan Contributions---$220,251
Other Employee Benefits---$139,719
Fees for Service Investment Mgmnt Fees---$134,935
Office Expenses---$107,129
Fees for Services Legal---$82,305
Information Technology---$81,772
Payroll Taxes---$64,311
Occupancy---$59,378
Fees for Services Accounting---$57,627
Insurance---$27,077
Conferences and Meetings---$19,511
Other Expenses---$8,814
Depreciation Depletion---$8,519
Total Functional Expenses$0$0$0$29,156,888

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$29,156,888
Expenses per Audited Statements$28,372,650
Total Expenses per Audited Statements$28,372,650
Expenses Not Reported on Financial Statements$784,238
Other Expense Adjustments$649,303
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$10,353,000
Est Liab Fut Claims-incurred Not Reporte$2,099,000
Claims Payable$524,800
Due to Brokers$49,717
Accrued Payroll Taxes and Withholdings$969
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 35% controlled entity
No
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
2021-04-06
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
66
Volunteers
0

Preparer

Firm
Calibre CPA Group PLLC
Address
230 West Monroe St Ste310, 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, 2020, 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.”

Part XI, Line 4B - Other Adjustments:

“Reimb expenses from affiliated funds 333,803.”

Part XII, Line 4B - Other Adjustments:

“Reimb. Expenses from affiliated funds 333,803. Dec in claims payable and ibnr -31,500. Inc in liability for extended eligibility 347,000.”

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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/GrossAmountSalesAssetsGrp/SecuritiesAmt052837440
IRS990/GrossReceiptsAmt080588586
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt081772
IRS990/InsuranceGrp/TotalAmt027077
IRS990/InvestmentIncomeGrp/ExclusionAmt01472756
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01472756
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt048888450
IRS990/InvestmentsPubTradedSecGrp/EOYAmt047126374
IRS990/IRPDocumentCnt0794
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0222711
IRS990/LandBldgEquipBasisNetGrp/BOYAmt027165
IRS990/LandBldgEquipBasisNetGrp/EOYAmt027922
IRS990/LandBldgEquipCostOrOtherBssAmt0250633
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt051379816
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/NetAssetsOrFundBalancesBOYAmt041635802
IRS990/NetAssetsOrFundBalancesEOYAmt041351495
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01457624
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01457624
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-336189
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt059378
IRS990/OfficeExpensesGrp/TotalAmt0107129
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0281100
IRS990/OtherAssetsTotalGrp/EOYAmt0248626
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0139719
IRS990/OtherExpensesGrp/Desc0ACA FEES
IRS990/OtherExpensesGrp/TotalAmt08814
IRS990/OtherLiabilitiesGrp/BOYAmt012662224
IRS990/OtherLiabilitiesGrp/EOYAmt013027486
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0REIMB FROM AFFILIATES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0333803
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0333803
IRS990/OtherRevenueTotalAmt0333803
IRS990/OtherSalariesAndWagesGrp/TotalAmt0465747
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt064311
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0220251
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt050757
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt056938
IRS990/PrincipalOfficerNm0JOHN DANIEL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt023764709
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12179878
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt023764709
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12179878
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PROVIDED ARE HEALTH (HOSPITAL, MAJOR MEDICAL, AND LONG TERM DISABILITY), DENTAL, VISION, AND DEATH BENEFITS FOR ELIGIBLE PARTICIPANTS.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt027448413
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02125921
IRS990/PYOtherExpensesAmt01785469
IRS990/PYOtherRevenueAmt0311332
IRS990/PYProgramServiceRevenueAmt026190297
IRS990/PYRevenuesLessExpensesAmt0-1573824
IRS990/PYSalariesCompEmpBnftPaidAmt0967492
IRS990/PYTotalExpensesAmt030201374
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt028627550
IRS990/ReconcilationRevenueExpnssAmt051882
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt041635802
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt041351495
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01723917
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03346750
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt011152
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0149888
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0161040
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0784238
IRS990ScheduleD/ExpensesSubtotalAmt028372650
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0134935
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0134935
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-336189
IRS990ScheduleD/OtherExpensesNotIncludedAmt0649303
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt016770
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt072823
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt089593
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0524800
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt110353000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt22099000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3969
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt449717
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/OtherLiabilitiesOrgGrp/Desc4DUE TO BROKERS
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0333803
IRS990ScheduleD/RevenueNotReportedAmt0-336189
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0468738
IRS990ScheduleD/RevenueSubtotalAmt028740032
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, 2020, 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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1REIMB EXPENSES FROM AFFILIATED FUNDS 333,803.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2REIMB. EXPENSES FROM AFFILIATED FUNDS 333,803. DEC IN CLAIMS PAYABLE AND IBNR -31,500. INC IN LIABILITY FOR EXTENDED ELIGIBILITY 347,000.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 4b - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XII, Line 4b - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt027922
IRS990ScheduleD/TotalExpensesPerForm990Amt029156888
IRS990ScheduleD/TotalLiabilityAmt013027486
IRS990ScheduleD/TotalRevenuePerForm990Amt029208770
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt028403843
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt028372650
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt5120672
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/CompensationBasedOnRltdOrgsAmt0158264
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1129457
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2129457
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3129457
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt4129457
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/DeferredCompensationFlngOrgAmt531496
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt065775
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt157891
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt258289
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt358183
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt458797
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt520191
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt025272
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt125005
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt225058
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt325100
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt425213
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt021481
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt110603
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt211641

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,434,839
Liabilities
$13,083,344
Net assets
$41,351,495
Revenue
$29,208,770
Expenses
$29,156,888
Net income
$51,882
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