Civic Intelligence

Local 9 Ibew & Middle States Apprentice and Journeyman Training Fund

990 • Fiscal year 2017 • EIN 36-2638779

Nov 01, 2016 to Oct 31, 2017 • Filed on Sep 05, 2018

Organization ProfileN/A

View Organization Page

1 WESTBROOK CORPORATE CTR 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

40th percentile

0.01x

Higher debt load relative to assets than 40% of similar nonprofits.

2017 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

46th percentile

0.04x

Higher debt load relative to revenue than 46% of similar nonprofits.

2017 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2017

Net Margin

96th percentile

47%

Higher net margin than 96% of similar nonprofits.

2017 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

65th percentile

$244,711

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2017 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2017

Asset Growth

58th percentile

11%

Faster asset growth than 58% of similar nonprofits.

2017 filings • 501(c)5 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

5th percentile

-11%

Faster revenue growth than 5% of similar nonprofits.

2017 filings • 501(c)5 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$22,776,420

Up $2,241,682 (+11%) from 2016

Net Assets

Up

$22,479,414

Up $3,112,345 (+16%) from 2016

Liabilities

Down

$297,006

Down $870,663 (-75%) from 2016

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin96th percentile

Revenue

Down

$6,691,309

Down $864,626 (-11%) from 2016

Expenses

Up

$3,574,582

Up $1,069,392 (+43%) from 2016

Net Income

Down

$3,116,727

Down $1,934,018 (-38%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2017

Assets$22,776,420
Liabilities$297,006
Net Assets$22,479,414
Open 2017 Filing

Operations Trend

Revenue Growth5th 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

2017

Revenue$6,691,309
Expenses$3,574,582
Net Income$3,116,727
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2016 to Oct 31, 2017
Signed
Sep 5, 2018
Return Version
2016v3.0
Gross Receipts
$6,691,309
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$19,367,069$22,479,414▲ $3,112,345
Land, Buildings, and Equipment, Net$9,625,502$13,469,632▲ $3,844,130
Investments in Publicly Traded Securities$9,015,368$8,434,722▼ $580,646
Accounts Receivable$670,568$531,898▼ $138,670
Savings and Temporary Cash Investments$1,211,321$269,719▼ $941,602
Prepaid Expenses and Deferred Charges-$59,488-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$20,534,738$22,776,420▲ $2,241,682
Other Assets Total$11,979$10,961▼ $1,018
Liabilities
Accounts Payable and Accrued Expenses$1,157,300$229,426▼ $927,874
Other Liabilities$10,369$67,580▲ $57,211
Total Liabilities$1,167,669$297,006▼ $870,663
Net Assets / Fund Balance
Total Net Assets Fund Balance$19,367,069$22,479,414▲ $3,112,345
Total Liabilities and Net Assets / Fund Balance$20,534,738$22,776,420▲ $2,241,682

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$10,787,753$1,540,844$12,328,597
Equipment$1,062,625$1,512,687$2,575,312
Land$1,619,254-$1,619,254
Compensation and Service Providers
Top Officer Pay65th percentile

Board Members and Trustees

NameTitle
Art BurkeTrustee
Frank A LizzadroTrustee
John C BurkardTrustee
John DowlingTrustee
Joseph NotaroTrustee
Kevin B SchusterTrustee
Lance RosenmayerTrustee
Stephen AldridgeTrustee
William NiesmanTrustee
William R DarnstandtTrustee
Rebecca Thames-simmonsAdministrator
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,568,148
Investment Income
$123,161
Other Revenue
$0
Change in Net Assets
$3,116,727

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,691,309
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-4,382
Total Revenue per Audited Statements
$6,686,927
Total Revenue per Form 990
$6,691,309
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,029,075
Salaries, Compensation, and Employee Benefits$1,545,507
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,447,654
Depreciation Depletion---$873,827
Office Expenses---$111,523
Occupancy---$111,179
Payroll Taxes---$97,853
Information Technology---$94,776
Insurance---$56,405
Fees for Services Other---$42,086
Other Expenses---$16,862
All Other Expenses---$9,811
Travel---$9,088
Fees for Service Investment Mgmnt Fees---$2,000
Total Functional Expenses$0$0$0$3,574,582

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,574,582
Total Expenses per Audited Statements$3,574,582
Total Expenses per Form 990$3,574,582
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$67,580
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
Yes
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 draft filing is made available to all Board of Trustees via a secure website”

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

“All board memebers annual submission of disclosure statements are on file with the administrator. The administrator reviews meeting agendas prior to the meeting and notifies the board of any issues that need to be addressed before the discussions take place. Any individual who gives notice of potential conflict is to abstain from participating in any item of business which comes before the board.”

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 CTR No 430, WESTCHESTER, IL 60154

Signing Officer

Name
William Niesman
Title
Trustee
Phone
7084499004
Signed
2018-09-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Art Burke
Formed
1967
Legal Domicile
Il
Voting Board Members
10
Independent Board Members
5
Employees
102
Volunteers
0

Preparer

Firm
Calibre CPA Group PLLC
Address
230 West Monroe St Ste 310, Chicago, IL 60606
Preparer
Joseph Pierson
Phone
3126550037
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C:

“Board of Trustees authorizes the audit firm.”

Raw XML AppendixShowing 400 of 550 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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IRS990/PYTotalRevenueAmt07555935
IRS990/ReconcilationRevenueExpnssAmt03116727
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt022479414
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01211321
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0269719
IRS990/ScheduleBRequiredInd00
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt01540844
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt012328597
IRS990ScheduleD/EquipmentGrp/BookValueAmt01062625
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01512687
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02575312
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
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IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01619254
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-4382
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt067580
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to other funds
IRS990ScheduleD/RevenueNotReportedAmt0-4382
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt06691309
IRS990ScheduleD/TotalBookValueLandBuildingsAmt013469632
IRS990ScheduleD/TotalExpensesPerForm990Amt03574582
IRS990ScheduleD/TotalLiabilityAmt067580
IRS990ScheduleD/TotalRevenuePerForm990Amt06691309
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06686927
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03574582
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
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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/CompensationBasedOnRltdOrgsAmt0145886
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1145886
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2145886
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3143174
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt4164122
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt5180115
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/DeferredCompRltdOrgsAmt039529
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt139529
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt239529
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt335845
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt443750
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt534225
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt024575
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt124575
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt224575
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt322263
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt427416
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt017116
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt18998
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt213535
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt38808
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt49423
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt56918
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0John C Burkard
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Joseph Notaro
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2John Dowling
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3Kevin B Schuster
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm4William Niesman
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm5REBECCA THAMES-SIMMONS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Trustee
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Trustee
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2Trustee
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3Trustee
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt4Trustee
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt5ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt50
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1218988
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2223525
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3210090
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt4244711
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt5221258
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/ExplanationTxt1ALL BOARD MEMEBERS ANNUAL SUBMISSION OF DISCLOSURE STATEMENTS ARE ON FILE WITH THE ADMINISTRATOR. THE ADMINISTRATOR REVIEWS MEETING AGENDAS PRIOR TO THE MEETING AND NOTIFIES THE BOARD OF ANY ISSUES THAT NEED TO BE ADDRESSED BEFORE THE DISCUSSIONS TAKE PLACE. ANY INDIVIDUAL WHO GIVES NOTICE OF POTENTIAL CONFLICT IS TO ABSTAIN FROM PARTICIPATING IN ANY ITEM OF BUSINESS WHICH COMES BEFORE THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Chairman and Secretary determine the administrator's employment contract terms based on market data and by consulitng an outside benefits consulting firm
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Copies are provided upon written or verbal request, free of charge, either hard copy or electronic (whichever the requestor prefers)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Board of Trustees authorizes the audit firm.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XII, Line 2c:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,776,420
Liabilities
$297,006
Net assets
$22,479,414
Revenue
$6,691,309
Expenses
$3,574,582
Net income
$3,116,727
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