Civic Intelligence

Ibew Electrial Workers General Welfare Fund

990 • Fiscal year 2014 • EIN 36-2951116

Jun 01, 2013 to May 31, 2014 • Filed on Jan 12, 2015

28600 BELLA VISTA PARKWAY No 111060555

(630) 393-1701

Siviq Scores

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

Liabilities / Assets

71st percentile

0.17x

Higher debt load relative to assets than 71% of similar nonprofits.

2014 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2014

Liabilities / Revenue

84th percentile

0.29x

Higher debt load relative to revenue than 84% of similar nonprofits.

2014 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2014

Net Margin

63rd percentile

8.1%

Higher net margin than 63% of similar nonprofits.

2014 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2014

Top Officer Pay

75th percentile

$209,148

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2014 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2014

Asset Growth

33rd percentile

1.0%

Faster asset growth than 33% of similar nonprofits.

2014 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Up

$54,413,187

Up $558,910 (+1.0%) from 2013

Net Assets

Up

$45,060,225

Up $246,826 (+0.6%) from 2013

Liabilities

Up

$9,352,962

Up $312,084 (+3.5%) from 2013

Revenue

$32,439,775

No earlier filing loaded for comparison.

Expenses

Up

$29,798,609

Up $3,817,486 (+15%) from 2013

Net Income

$2,641,166

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2010: $46,055,759Liabilities 2010: $9,786,299Net Assets 2010: $36,269,4602010Assets 2011: $50,696,155Liabilities 2011: $9,004,771Net Assets 2011: $41,691,3842011Assets 2012: $50,615,018Liabilities 2012: $9,897,166Net Assets 2012: $40,717,8522012Assets 2013: $53,854,277Liabilities 2013: $9,040,878Net Assets 2013: $44,813,3992013Assets 2014: $54,413,187Liabilities 2014: $9,352,962Net Assets 2014: $45,060,2252014Assets 2015: $51,494,137Liabilities 2015: $10,749,392Net Assets 2015: $40,744,7452015Assets 2016: $46,162,977Liabilities 2016: $10,715,305Net Assets 2016: $35,447,6722016Assets 2017: $52,477,687Liabilities 2017: $14,811,539Net Assets 2017: $37,666,1482017Assets 2018: $57,990,587Liabilities 2018: $15,800,964Net Assets 2018: $42,189,6232018Assets 2019: $61,468,371Liabilities 2019: $15,901,864Net Assets 2019: $45,566,5072019Assets 2020: $64,383,999Liabilities 2020: $16,486,931Net Assets 2020: $47,897,0682020Assets 2021: $73,479,302Liabilities 2021: $17,258,321Net Assets 2021: $56,220,9812021Assets 2022: $73,034,373Liabilities 2022: $18,386,766Net Assets 2022: $54,647,6072022Assets 2023: $71,798,347Liabilities 2023: $17,609,433Net Assets 2023: $54,188,9142023Assets 2024: $75,593,982Liabilities 2024: $22,885,816Net Assets 2024: $52,708,1662024

Highlighted filing

2014

Assets$54,413,187
Liabilities$9,352,962
Net Assets$45,060,225

Operations Trend

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

$60M$40M$20M$0-$20MExpenses 2010: $25,226,6572010Expenses 2011: $23,868,7022011Expenses 2012: $27,592,5102012Expenses 2013: $25,981,1232013Revenue 2014: $32,439,775Expenses 2014: $29,798,609Net Income 2014: $2,641,1662014Revenue 2015: $29,460,075Expenses 2015: $32,612,122Net Income 2015: -$3,152,0472015Revenue 2016: $30,096,844Expenses 2016: $34,521,419Net Income 2016: -$4,424,5752016Revenue 2017: $36,542,155Expenses 2017: $34,735,712Net Income 2017: $1,806,4432017Revenue 2018: $36,733,912Expenses 2018: $34,138,351Net Income 2018: $2,595,5612018Revenue 2019: $36,504,768Expenses 2019: $34,525,027Net Income 2019: $1,979,7412019Revenue 2020: $37,403,151Expenses 2020: $35,986,400Net Income 2020: $1,416,7512020Revenue 2021: $35,325,551Expenses 2021: $34,945,668Net Income 2021: $379,8832021Revenue 2022: $40,331,869Expenses 2022: $37,202,125Net Income 2022: $3,129,7442022Revenue 2023: $39,203,468Expenses 2023: $37,658,389Net Income 2023: $1,545,0792023Revenue 2024: $42,520,530Expenses 2024: $46,305,984Net Income 2024: -$3,785,4542024

Highlighted filing

2014

Revenue$32,439,775
Expenses$29,798,609
Net Income$2,641,166
Jump To
Filing Snapshot
Filing Period
Jun 1, 2013 to May 31, 2014
Signed
Jan 12, 2015
Return Version
2013v4.0
Gross Receipts
$46,020,255
Mission and Program Overview

Mission

Provide health & insurance benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$44,813,399$45,060,225▲ $246,826
Investments Other Securities$37,020,832$29,901,005▼ $7,119,827
Investments in Publicly Traded Securities$13,961,525$21,745,018▲ $7,783,493
Accounts Receivable$2,093,405$1,650,185▼ $443,220
Savings and Temporary Cash Investments$546,930$937,939▲ $391,009
Land, Buildings, and Equipment, Net$155,857$118,082▼ $37,775
Prepaid Expenses and Deferred Charges$25,419$34,331▲ $8,912
Cash and Non-Interest-Bearing Accounts$43,423$22,439▼ $20,984
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$53,854,277$54,413,187▲ $558,910
Other Assets Total$6,886$4,188▼ $2,698
Liabilities
Other Liabilities$9,015,000$9,306,000▲ $291,000
Accounts Payable and Accrued Expenses$25,878$46,962▲ $21,084
Total Liabilities$9,040,878$9,352,962▲ $312,084
Net Assets / Fund Balance
Total Net Assets Fund Balance$44,813,399$45,060,225▲ $246,826
Total Liabilities and Net Assets / Fund Balance$53,854,277$54,413,187▲ $558,910

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$118,082$370,995$489,077
Other Land Buildings$0$69,209$69,209
Other Securities$7,746,014--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Catherine WenskusFund AdministratorFT$151,883$29,295$181,178
Brian BensonAsst AdministratorFT$100,508$63,975$164,483
William DrewTrustee-$3,550$8,160$11,710
John McdonnellTrustee-$5,358$3,565$8,923
Robert PanaterraTrustee-$3,399$2,293$5,692

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue ShieldPpo Access Fees-$709,983
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$26,538,354
Investment Income
$5,567,965
Other Revenue
$333,456
Change in Net Assets
$2,641,166

Audited Revenue Reconciliation

Revenue per Audited Statements
$31,987,847
Revenue Not Reported on Financial Statements
$451,928
Revenue Not Reported on Form 990
$-2,394,341
Other Revenue Adjustments
$333,456
Total Revenue per Audited Statements
$29,593,506
Total Revenue per Form 990
$32,439,775
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,757,726
Salaries, Compensation, and Employee Benefits$1,230,274
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$26,810,609
Fees for Services Other---$1,027,804
Other Salaries and Wages---$799,442
Other Employee Benefits---$182,186
Office Expenses---$173,337
Pension Plan Contributions---$164,071
Occupancy---$122,492
Fees for Service Investment Mgmnt Fees---$118,472
Insurance---$85,773
Fees for Services Accounting---$77,171
Fees for Services Legal---$66,907
Payroll Taxes---$63,807
Depreciation Depletion---$42,767
Information Technology---$30,431
Current Officers, Directors, Trustees, and Key Employees---$20,768
Conferences and Meetings---$12,572
Total Functional Expenses$0$0$0$29,798,609

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$29,798,608
Expenses per Audited Statements$29,055,680
Total Expenses per Audited Statements$29,055,680
Expenses Not Reported on Financial Statements$742,928
Other Expense Adjustments$624,456
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
Current Benefit Obligations$9,306,000
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
Yes
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 11

The trustees authorize the fund's administrator and a designated trustee to review the form 990 before it's filed.

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

The trustees are governed by the trust document and have a fiduciary responsibility under erisa to administer the plan in the best interest of the membership. The us department of labor requires all labor trustees to report on form lm-30 potential situations where there may be conflicts of interest. This information is open to the public.

Form 990, Part VI, Section B, line 15

The board of trustees review salaries and compensation annually for each employee of the fund. All changes in compensation is approved and documented in the corresponding board meeting.

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

EIN
36-2951116
Phone
6303931701

Signing Officer

Name
Frank Furco
Title
Trustee
Phone
6303931701
Signed
2015-01-12
Discuss with paid preparer
Yes

Organization Details

Formed
1976
Legal Domicile
Il
Voting Board Members
10
Independent Board Members
7
Employees
64
Volunteers
0

Preparer

Preparer
Corey Bilkey
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:

As of may 31, 2014, 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 the taxing jurisdictions; however there are currently no audits for any tax period in progress. At may 31, 2014 the plan is no longer subject to income tax examinations for years prior to the fiscal year ended may 31, 2011.

Part XI, Line 4B - Other Adjustments:

Reimbursed payroll, taxes and benefits 333,456.

Part XII, Line 4B - Other Adjustments:

Reimbursed payroll, taxes and benefits 333,456. Increase in current benefit obligations 291,000.

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IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE HEALTH & INSURANCE BENEFITS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt044813399
IRS990/NetAssetsOrFundBalancesEOYAmt045060225
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt05077131
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt05077131
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-2394341
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0122492
IRS990/OfficeExpensesGrp/TotalAmt0173337
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt06886
IRS990/OtherAssetsTotalGrp/EOYAmt04188
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0182186
IRS990/OtherLiabilitiesGrp/BOYAmt09015000
IRS990/OtherLiabilitiesGrp/EOYAmt09306000
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0REIMB PAYROLL, TAX & BENE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0333456
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0333456
IRS990/OtherRevenueTotalAmt0333456
IRS990/OtherSalariesAndWagesGrp/TotalAmt0799442
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt063807
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0164071
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt025419
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt034331
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1RETIRED PARTICIPNT CONTRB
IRS990/ProgramServiceRevenueGrp/Desc2ACTIVE PARTICIPNT CONTRIB
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt022970025
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13217186
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2351143
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt022970025
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13217186
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2351143
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE PLAN PROVIDES HEALTH BENEFITS (HOSPITAL, VISION, DENTAL, DISABILITY) AS WELL AS LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE FOR ELIGIBLE PARTICIPANTS AT YEAR END.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt023218506
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0390052
IRS990/PYOtherExpensesAmt01605661
IRS990/PYOtherRevenueAmt0294711
IRS990/PYProgramServiceRevenueAmt025645067
IRS990/PYRevenuesLessExpensesAmt0348707
IRS990/PYSalariesCompEmpBnftPaidAmt01156956
IRS990/PYTotalExpensesAmt025981123
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt026329830
IRS990/ReconcilationRevenueExpnssAmt02641166
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt044813399
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt045060225
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0546930
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0937939
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0118082
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0370995
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0489077
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0742928
IRS990ScheduleD/ExpensesSubtotalAmt029055680
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0118472
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0118472
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-2394341
IRS990ScheduleD/OtherExpensesNotIncludedAmt0624456
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt069209
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt069209
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt09306000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CURRENT BENEFIT OBLIGATIONS
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0333456
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt022154991
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt17746014
IRS990ScheduleD/OtherSecuritiesGrp/Desc0COMMON COLLECTIVE TRUSTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1LIMITED PARTNERSHIPS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/RevenueNotReportedAmt0-2394341
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0451928
IRS990ScheduleD/RevenueSubtotalAmt031987847
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0AS OF MAY 31, 2014, 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 THE TAXING JURISDICTIONS; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIOD IN PROGRESS. AT MAY 31, 2014 THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO THE FISCAL YEAR ENDED MAY 31, 2011.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1REIMBURSED PAYROLL, TAXES AND BENEFITS 333,456.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2REIMBURSED PAYROLL, TAXES AND BENEFITS 333,456. INCREASE IN CURRENT BENEFIT OBLIGATIONS 291,000.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 4b - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XII, Line 4b - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0118082
IRS990ScheduleD/TotalBookValueSecuritiesAmt029901005
IRS990ScheduleD/TotalExpensesPerForm990Amt029798608
IRS990ScheduleD/TotalLiabilityAmt09306000
IRS990ScheduleD/TotalRevenuePerForm990Amt032439775
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt029593506
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt029055680
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2100508
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3151883
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0117567
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1106109
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt239044
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt315099
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt052087
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt147193
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt224931
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt314196
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt023897
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt121547
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt015597
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt113493
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0FRANK FURCO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1ANTHONY GIUNTI
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2BRIAN BENSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3CATHERINE WENSKUS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Trustee
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Trustee
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2ASST ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3FUND ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt2164483
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt3181178
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0209148
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1188342
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt20

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$75.6$22.9$52.7$42.5$46.3$3.79
2023Detailed filing. Detailed filing data is available for this year.$71.8$17.6$54.2$39.2$37.7$1.55
2022Detailed filing. Detailed filing data is available for this year.$73.0$18.4$54.6$40.3$37.2$3.13
2021Detailed filing. Detailed filing data is available for this year.$73.5$17.3$56.2$35.3$34.9$0.38
2020Detailed filing. Detailed filing data is available for this year.$64.4$16.5$47.9$37.4$36.0$1.42
2019Detailed filing. Detailed filing data is available for this year.$61.5$15.9$45.6$36.5$34.5$1.98
2018Detailed filing. Detailed filing data is available for this year.$58.0$15.8$42.2$36.7$34.1$2.60
2017Detailed filing. Detailed filing data is available for this year.$52.5$14.8$37.7$36.5$34.7$1.81
2016Detailed filing. Detailed filing data is available for this year.$46.2$10.7$35.4$30.1$34.5$4.42
2015Detailed filing. Detailed filing data is available for this year.$51.5$10.7$40.7$29.5$32.6$3.15
2014Detailed filing. Detailed filing data is available for this year.$54.4$9.35$45.1$32.4$29.8$2.64
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$53.9$9.04$44.8$26.0
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.6$9.90$40.7$27.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.7$9.00$41.7$23.9
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$46.1$9.79$36.3$25.2
Peer Organizations

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