Civic Intelligence

Local 9 Ibew & Middle States Apprentice and Journeyman Training Fund

990 • Fiscal year 2015 • EIN 36-2638779

Nov 01, 2014 to Oct 31, 2015 • Filed on Aug 29, 2016

Organization ProfileN/A

View Organization Page

1 Westbrook Corporate Center No 430Westchester, IL 60154

(708) 449-9004

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.02x

Higher debt load relative to assets than 42% of similar nonprofits.

2015 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

42nd percentile

0.04x

Higher debt load relative to revenue than 42% of similar nonprofits.

2015 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2015

Net Margin

98th percentile

72%

Higher net margin than 98% of similar nonprofits.

2015 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

56th percentile

$226,330

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2015 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2015

Asset Growth

95th percentile

45%

Faster asset growth than 95% of similar nonprofits.

2015 filings • 501(c)5 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

96th percentile

37%

Faster revenue growth than 96% of similar nonprofits.

2015 filings • 501(c)5 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$14,554,832

Up $4,520,497 (+45%) from 2014

Net Assets

Up

$14,301,703

Up $4,754,036 (+50%) from 2014

Liabilities

Down

$253,129

Down $233,539 (-48%) from 2014

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin98th percentile

Revenue

Up

$6,790,589

Up $1,837,939 (+37%) from 2014

Expenses

Up

$1,870,993

Up $748,243 (+67%) from 2014

Net Income

Up

$4,919,596

Up $1,089,696 (+28%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$60M$40M$20M$0Assets 2011: $3,191,284Liabilities 2011: $65,993Net Assets 2011: $3,125,2912011Assets 2012: $4,135,365Liabilities 2012: $156,732Net Assets 2012: $3,978,6332012Assets 2013: $5,861,122Liabilities 2013: $136,485Net Assets 2013: $5,724,6372013Assets 2014: $10,034,335Liabilities 2014: $486,668Net Assets 2014: $9,547,6672014Assets 2015: $14,554,832Liabilities 2015: $253,129Net Assets 2015: $14,301,7032015Assets 2016: $20,534,738Liabilities 2016: $1,167,669Net Assets 2016: $19,367,0692016Assets 2017: $22,776,420Liabilities 2017: $297,006Net Assets 2017: $22,479,4142017Assets 2018: $24,767,474Liabilities 2018: $605,425Net Assets 2018: $24,162,0492018Assets 2019: $28,380,196Liabilities 2019: $504,962Net Assets 2019: $27,875,2342019Assets 2020: $33,197,776Liabilities 2020: $638,092Net Assets 2020: $32,559,6842020Assets 2021: $36,358,604Liabilities 2021: $697,836Net Assets 2021: $35,660,7682021Assets 2022: $38,764,143Liabilities 2022: $595,930Net Assets 2022: $38,168,2132022Assets 2023: $40,555,716Liabilities 2023: $627,724Net Assets 2023: $39,927,9922023Assets 2024: $41,572,152Liabilities 2024: $242,193Net Assets 2024: $41,329,9592024

Highlighted filing

2015

Assets$14,554,832
Liabilities$253,129
Net Assets$14,301,703
Open 2015 Filing

Operations Trend

Revenue Growth96th percentile

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

$10M$5.0M$0Expenses 2011: $639,1692011Expenses 2012: $715,6642012Expenses 2013: $784,1992013Revenue 2014: $4,952,650Expenses 2014: $1,122,750Net Income 2014: $3,829,9002014Revenue 2015: $6,790,589Expenses 2015: $1,870,993Net Income 2015: $4,919,5962015Revenue 2016: $7,555,935Expenses 2016: $2,505,190Net Income 2016: $5,050,7452016Revenue 2017: $6,691,309Expenses 2017: $3,574,582Net Income 2017: $3,116,7272017Revenue 2018: $5,889,072Expenses 2018: $3,962,070Net Income 2018: $1,927,0022018Revenue 2019: $6,997,115Expenses 2019: $3,595,126Net Income 2019: $3,401,9892019Revenue 2020: $8,071,604Expenses 2020: $3,686,878Net Income 2020: $4,384,7262020Revenue 2021: $7,249,400Expenses 2021: $3,797,824Net Income 2021: $3,451,5762021Revenue 2022: $7,258,335Expenses 2022: $3,835,528Net Income 2022: $3,422,8072022Revenue 2023: $5,456,096Expenses 2023: $4,544,682Net Income 2023: $911,4142023Revenue 2024: $6,045,567Expenses 2024: $5,293,890Net Income 2024: $751,6772024

Highlighted filing

2015

Revenue$6,790,589
Expenses$1,870,993
Net Income$4,919,596
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2014 to Oct 31, 2015
Signed
Aug 29, 2016
Return Version
2014v6.0
Gross Receipts
$6,790,589
Mission and Program Overview

Mission

Provide lineman journeyman training to members of IBEW Local No. 9

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$9,547,667$14,301,703▲ $4,754,036
Investments in Publicly Traded Securities$3,982,153$5,737,475▲ $1,755,322
Land, Buildings, and Equipment, Net$3,811,174$4,837,040▲ $1,025,866
Savings and Temporary Cash Investments$1,661,969$3,256,404▲ $1,594,435
Accounts Receivable$571,089$711,554▲ $140,465
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$10,034,335$14,554,832▲ $4,520,497
Other Assets Total$7,950$12,359▲ $4,409
Liabilities
Accounts Payable and Accrued Expenses$460,463$223,916▼ $236,547
Other Liabilities$26,205$29,213▲ $3,008
Total Liabilities$486,668$253,129▼ $233,539
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,547,667$14,301,703▲ $4,754,036
Total Liabilities and Net Assets / Fund Balance$10,034,335$14,554,832▲ $4,520,497

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,214,819$980,016$3,194,835
Equipment$1,746,048$614,848$2,360,896
Land$876,173-$876,173
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kevin B SchusterTrustee-$7,170$206,746$7,170
John C BurkardTrustee-$1,614$201,784$1,614
Rebecca Thames-simmonsAdministratorPT$179$169,404$179

Board Members and Trustees

NameTitle
Robert W PiersonFormer Trustee
Art BurkeTrustee
Frank A LizzadroTrustee
John DowlingTrustee
Joseph NotaroTrustee
Lance RosenmayerTrustee
William NiesmanTrustee
William R DarnstandtTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,564,209
Investment Income
$226,380
Other Revenue
$0
Change in Net Assets
$4,919,596

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,790,589
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-165,560
Total Revenue per Audited Statements
$6,625,029
Total Revenue per Form 990
$6,790,589
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$958,977
Salaries, Compensation, and Employee Benefits$912,016
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$846,676
Depreciation Depletion---$510,614
Occupancy---$78,483
Payroll Taxes---$65,340
Insurance---$39,920
Other Expenses---$30,572
Office Expenses---$20,621
Information Technology---$15,673
All Other Expenses---$12,707
Travel---$11,325
Fees for Service Investment Mgmnt Fees---$2,000
Fees for Services Other---$1,608
Total Functional Expenses$0$0$0$1,870,993

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,870,993
Total Expenses per Audited Statements$1,870,993
Total Expenses per Form 990$1,870,993
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to other funds$29,213
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11

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

Form 990, Part VI, Section B, line 15B

“The Chairman and Secretary determine the administrator's employment contract terms based on market data and by consulitng an outside benefits consulting firm”

Form 990, Part VI, Section C, line 19

“Copies are provided upon written or verbal request, free of charge, either hard copy or electronic (whichever the requestor prefers)”

Filing and Contact Details

Filer

Filer Name
Local 9 Ibew & Middle States Apprentice
EIN
36-2638779
Phone
7084499004
Address
1 Westbrook Corporate Center No 430, Westchester, IL 60154

Signing Officer

Name
William Niesman
Title
Trustee
Phone
7084499004
Signed
2016-08-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Art Burke
Formed
1967
Legal Domicile
Il
Voting Board Members
9
Independent Board Members
9
Employees
68
Volunteers
0

Preparer

Firm
Calibre CPA Group PLLC
Address
566 West Lake St Suite 300, Chicago, IL 60661
Preparer
Joseph Pierson
Phone
3126650037
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C:

“Board of Trustees authorizes the audit firm.”

Raw XML AppendixShowing 400 of 740 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.

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IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03194835
IRS990ScheduleD/EquipmentGrp/BookValueAmt01746048
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0614848
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02360896
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01870993
IRS990ScheduleD/LandGrp/BookValueAmt0876173
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0876173
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-165560
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt029213
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to other funds
IRS990ScheduleD/RevenueNotReportedAmt0-165560
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt06790589
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04837040
IRS990ScheduleD/TotalExpensesPerForm990Amt01870993
IRS990ScheduleD/TotalLiabilityAmt029213
IRS990ScheduleD/TotalRevenuePerForm990Amt06790589
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06625029
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01870993
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt11614
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt47170
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt5179
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/CompensationBasedOnRltdOrgsAmt0157205
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1140107
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2142260
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3143509
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt4145069
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt5169404
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/DeferredCompensationFlngOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt039919
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt135753
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt235753
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt335753
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt435753
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt029206
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt125924
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt225924
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt325924
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt425924
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Robert W Pierson
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1John C Burkard
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2Joseph Notaro
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3John Dowling
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm4Kevin B Schuster
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm5REBECCA THAMES-SIMMONS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Former Trustee
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Trustee
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2Trustee
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3Trustee
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt4Trustee
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt5ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt11614
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt47170
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt5179
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0226330
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1201784
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2203937
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3205186
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt4206746
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt5169404
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The draft filing is made available to all Board of Trustees via a secure website
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Chairman and Secretary determine the administrator's employment contract terms based on market data and by consulitng an outside benefits consulting firm
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Copies are provided upon written or verbal request, free of charge, either hard copy or electronic (whichever the requestor prefers)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Board of Trustees authorizes the audit firm.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XII, Line 2c:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd60
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd70
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd80
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd90
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd100

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,554,832
Liabilities
$253,129
Net assets
$14,301,703
Revenue
$6,790,589
Expenses
$1,870,993
Net income
$4,919,596
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$41.6$0.24$41.3$6.05$5.29$0.75
2023Detailed filing. Detailed filing data is available for this year.$40.6$0.63$39.9$5.46$4.54$0.91
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.8$0.60$38.2$7.26$3.84$3.42
2021Detailed filing. Detailed filing data is available for this year.$36.4$0.70$35.7$7.25$3.80$3.45
2020Detailed filing. Detailed filing data is available for this year.$33.2$0.64$32.6$8.07$3.69$4.38
2019Detailed filing. Detailed filing data is available for this year.$28.4$0.50$27.9$7.00$3.60$3.40
2018Detailed filing. Detailed filing data is available for this year.$24.8$0.61$24.2$5.89$3.96$1.93
2017Detailed filing. Detailed filing data is available for this year.$22.8$0.30$22.5$6.69$3.57$3.12
2016Detailed filing. Detailed filing data is available for this year.$20.5$1.17$19.4$7.56$2.51$5.05
2015Detailed filing. Detailed filing data is available for this year.$14.6$0.25$14.3$6.79$1.87$4.92
2014Detailed filing. Detailed filing data is available for this year.$10.0$0.49$9.55$4.95$1.12$3.83
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.86$0.14$5.72$0.78
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.14$0.16$3.98$0.72
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.19$0.07$3.13$0.64