Civic Intelligence

Sheet Metal Workers LCL 265 Welfare Fund

990 • Fiscal year 2021 • EIN 36-2356062

Jul 01, 2020 to Jun 30, 2021 • Filed on Mar 24, 2022

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

79th percentile

0.24x

Higher debt load relative to assets than 79% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

83rd percentile

0.38x

Higher debt load relative to revenue than 83% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2021

Net Margin

67th percentile

14%

Higher net margin than 67% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

84th percentile

$267,489

Higher top officer pay than 84% of similar nonprofits.

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

2021 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2021

Asset Growth

35th percentile

3.7%

Faster asset growth than 35% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

81st percentile

23%

Faster revenue growth than 81% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$56,450,435

Up $2,015,596 (+3.7%) from 2020

Net Assets

Up

$42,903,607

Up $1,552,112 (+3.8%) from 2020

Liabilities

Up

$13,546,828

Up $463,484 (+3.5%) from 2020

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin67th percentile

Revenue

Up

$35,875,093

Up $6,666,323 (+23%) from 2020

Expenses

Up

$30,745,562

Up $1,588,674 (+5.4%) from 2020

Net Income

Up

$5,129,531

Up $5,077,649 (+9787%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2021

Assets$56,450,435
Liabilities$13,546,828
Net Assets$42,903,607
Open 2021 Filing

Operations Trend

Revenue Growth81st 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

2021

Revenue$35,875,093
Expenses$30,745,562
Net Income$5,129,531
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Mar 24, 2022
Return Version
2020v4.2
Gross Receipts
$72,306,719
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
Rtn Earn Endowment Incm Other Fnds$41,351,495$42,903,607▲ $1,552,112
Investments in Publicly Traded Securities$47,126,374$42,424,007▼ $4,702,367
Investments Other Securities-$7,782,425-
Accounts Receivable$2,355,340$2,203,491▼ $151,849
Savings and Temporary Cash Investments$3,346,750$2,045,415▼ $1,301,335
Cash and Non-Interest-Bearing Accounts$1,272,889$915,924▼ $356,965
Prepaid Expenses and Deferred Charges$56,938$72,810▲ $15,872
Land, Buildings, and Equipment, Net$27,922$26,769▼ $1,153
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$54,434,839$56,450,435▲ $2,015,596
Other Assets Total$248,626$979,594▲ $730,968
Liabilities
Other Liabilities$13,027,486$13,489,612▲ $462,126
Accounts Payable and Accrued Expenses$55,858$57,216▲ $1,358
Total Liabilities$13,083,344$13,546,828▲ $463,484
Net Assets / Fund Balance
Total Net Assets Fund Balance$41,351,495$42,903,607▲ $1,552,112
Total Liabilities and Net Assets / Fund Balance$54,434,839$56,450,435▲ $2,015,596

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$11,060$154,016$165,076
Other Land Buildings$15,709$78,114$93,823
Other Securities$7,782,425--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kevin SchellAdministratorFT$125,384$53,594$178,978

Board Members and Trustees

NameTitle
Catherine TojagaFormer Trustee
Andy YonkusTrustee
Bob BaierTrustee
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$791,925
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$25,953,679
Investment Income
$9,535,971
Other Revenue
$385,443
Change in Net Assets
$5,129,531

Audited Revenue Reconciliation

Revenue per Audited Statements
$35,362,072
Revenue Not Reported on Financial Statements
$513,021
Revenue Not Reported on Form 990
$-3,577,419
Other Revenue Adjustments
$378,443
Total Revenue per Audited Statements
$31,784,653
Total Revenue per Form 990
$35,875,093
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,801,113
Salaries, Compensation, and Employee Benefits$980,979
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$27,963,470
Fees for Services Other---$1,238,050
Other Salaries and Wages---$521,477
Pension Plan Contributions---$238,482
Other Employee Benefits---$146,691
Fees for Service Investment Mgmnt Fees---$134,578
Office Expenses---$103,534
Fees for Services Legal---$86,219
Information Technology---$83,136
Payroll Taxes---$74,329
Fees for Services Accounting---$53,835
Occupancy---$50,719
Insurance---$31,200
Depreciation Depletion---$9,418
Other Expenses---$9,195
Conferences and Meetings---$1,229
Total Functional Expenses$0$0$0$30,745,562

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$30,745,562
Expenses per Audited Statements$29,893,041
Total Expenses per Audited Statements$29,893,041
Expenses Not Reported on Financial Statements$852,521
Other Expense Adjustments$717,943
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$10,622,300
Est Liab Fut Claims-incurred Not Reporte$2,155,000
Claims Payable$539,000
Payroll Protection Program Loan$167,440
Due to Brokers$4,903
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
2022-03-24
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
68
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, 2021, 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 378,443.”

Part XII, Line 4B - Other Adjustments:

“Reimb. Expenses from affiliated funds 378,443. Inc in claims payable and ibnr 70,200. Inc in liability for extended eligibility 269,300.”

Raw XML AppendixShowing 400 of 795 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/BOYAmt055858
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt057216
IRS990/AccountsReceivableGrp/BOYAmt02355340
IRS990/AccountsReceivableGrp/EOYAmt02203491
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/TotalAmt027963470
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KATIE EBY
IRS990/BooksInCareOfDetail/PhoneNum06306687260
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0205 ALEXANDRA WAY
IRS990/BooksInCareOfDetail/USAddress/CityNm0CAROL STREAM
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd060188
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt01272889
IRS990/CashNonInterestBearingGrp/EOYAmt0915924
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt01229
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0791925
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/CYBenefitsPaidToMembersAmt027963470
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt09535971
IRS990/CYOtherExpensesAmt01801113
IRS990/CYOtherRevenueAmt0385443
IRS990/CYProgramServiceRevenueAmt025953679
IRS990/CYRevenuesLessExpensesAmt05129531
IRS990/CYSalariesCompEmpBnftPaidAmt0980979
IRS990/CYTotalExpensesAmt030745562
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt035875093
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt09418
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/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt068
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt053835
IRS990/FeesForServicesLegalGrp/TotalAmt086219
IRS990/FeesForServicesOtherGrp/TotalAmt01238050
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0134578
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/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/AverageHoursPerWeekRt1040.00
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/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt392753
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt485049
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt586335
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt684849
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt884949
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1053594
IRS990/Form990PartVIISectionAGrp/PersonNm0PAT HUDGENS
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN SHAW
IRS990/Form990PartVIISectionAGrp/PersonNm2KEN WIESBROOK
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN DANIEL
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN HOPP
IRS990/Form990PartVIISectionAGrp/PersonNm5BOB BAIER
IRS990/Form990PartVIISectionAGrp/PersonNm6KEVIN GALASS
IRS990/Form990PartVIISectionAGrp/PersonNm7CATHERINE TOJAGA
IRS990/Form990PartVIISectionAGrp/PersonNm8LOUISE MEDINA
IRS990/Form990PartVIISectionAGrp/PersonNm9ANDY YONKUS
IRS990/Form990PartVIISectionAGrp/PersonNm10KEVIN SCHELL
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/ReportableCompFromOrgAmt10125384
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3174736
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4141388
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5142474
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6141271
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt8139422
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7FORMER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01962
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt08278056
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt044709682
IRS990/GrossReceiptsAmt072306719
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt083136
IRS990/InsuranceGrp/TotalAmt031200
IRS990/InvestmentIncomeGrp/ExclusionAmt01257915
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01257915
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt07782425
IRS990/InvestmentsPubTradedSecGrp/BOYAmt047126374
IRS990/InvestmentsPubTradedSecGrp/EOYAmt042424007
IRS990/IRPDocumentCnt0691
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0232130
IRS990/LandBldgEquipBasisNetGrp/BOYAmt027922
IRS990/LandBldgEquipBasisNetGrp/EOYAmt026769
IRS990/LandBldgEquipCostOrOtherBssAmt0258899
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt036431626
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/NetAssetsOrFundBalancesBOYAmt041351495
IRS990/NetAssetsOrFundBalancesEOYAmt042903607
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt08278056
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt08278056
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-3577419
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt050719
IRS990/OfficeExpensesGrp/TotalAmt0103534
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0248626
IRS990/OtherAssetsTotalGrp/EOYAmt0979594
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0146691
IRS990/OtherExpensesGrp/Desc0ACA FEES
IRS990/OtherExpensesGrp/TotalAmt09195
IRS990/OtherLiabilitiesGrp/BOYAmt013027486
IRS990/OtherLiabilitiesGrp/EOYAmt013489612
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0REIMB FROM AFFILIATES
IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0378443
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt17000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0378443
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt17000
IRS990/OtherRevenueTotalAmt0385443
IRS990/OtherSalariesAndWagesGrp/TotalAmt0521477
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt074329
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0238482
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt056938
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt072810
IRS990/PrincipalOfficerNm0JOHN DANIEL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt023182822
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12770857
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt023182822
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12770857
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PROVIDED ARE HEALTH (HOSPITAL, MAJOR MEDICAL, AND LONG TERM DISABILITY), DENTAL, VISION, AND DEATH BENEFITS FOR ELIGIBLE PARTICIPANTS.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt026695647
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02930380
IRS990/PYOtherExpensesAmt01571213
IRS990/PYOtherRevenueAmt0333803
IRS990/PYProgramServiceRevenueAmt025944587
IRS990/PYRevenuesLessExpensesAmt051882
IRS990/PYSalariesCompEmpBnftPaidAmt0890028
IRS990/PYTotalExpensesAmt029156888
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt029208770
IRS990/ReconcilationRevenueExpnssAmt05129531
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt041351495
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt042903607
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03346750
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02045415
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt011060
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0154016
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0165076
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0852521
IRS990ScheduleD/ExpensesSubtotalAmt029893041
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0134578
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0134578
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-3577419
IRS990ScheduleD/OtherExpensesNotIncludedAmt0717943
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt015709
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt078114
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt093823
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0539000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt110622300
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt22155000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3969
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt44903
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt5167440
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/OtherLiabilitiesOrgGrp/Desc5PAYROLL PROTECTION PROGRAM LOAN
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0378443
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt07782425
IRS990ScheduleD/OtherSecuritiesGrp/Desc0LIMITED PARTNERSHIPS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0-3577419
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0513021
IRS990ScheduleD/RevenueSubtotalAmt035362072
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, 2021, 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 378,443.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2REIMB. EXPENSES FROM AFFILIATED FUNDS 378,443. INC IN CLAIMS PAYABLE AND IBNR 70,200. INC IN LIABILITY FOR EXTENDED ELIGIBILITY 269,300.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 4b - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XII, Line 4b - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt026769
IRS990ScheduleD/TotalBookValueSecuritiesAmt07782425
IRS990ScheduleD/TotalExpensesPerForm990Amt030745562
IRS990ScheduleD/TotalLiabilityAmt013489612
IRS990ScheduleD/TotalRevenuePerForm990Amt035875093
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt031784653
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt029893041
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt5125384
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/CompensationBasedOnRltdOrgsAmt0160839
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1132008
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2132008
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3132008
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt4132008
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/DeferredCompensationFlngOrgAmt533189
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt067041
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt160797
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt259715
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt360364
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt459577
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt520405
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt025712
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt125538
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt225334
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt324485
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt425372
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt40

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56,450,435
Liabilities
$13,546,828
Net assets
$42,903,607
Revenue
$35,875,093
Expenses
$30,745,562
Net income
$5,129,531
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