Civic Intelligence

Ibew Electrial Workers General Welfare Fund

990 • Fiscal year 2016 • EIN 36-2951116

Jun 01, 2015 to May 31, 2016 • Filed on Jan 09, 2017

28600 BELLA VISTA PARKWAY No 1110Warrenville, IL 60555

(630) 393-1701

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$46,162,977

Flat from 2016

Net Assets

Down

$33,630,672

Down $1,817,000 (-5.1%) from 2016

Liabilities

Up

$12,532,305

Up $1,817,000 (+17%) from 2016

Revenue And Expenses

Revenue

Flat

$30,096,844

Flat from 2016

Expenses

Up

$36,338,419

Up $1,817,000 (+5.3%) from 2016

Net Income

Down

-$6,241,575

Down $1,817,000 (-41%) from 2016

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: $12,532,305Net Assets 2016: $33,630,6722016Assets 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

2016

Assets$46,162,977
Liabilities$12,532,305
Net Assets$33,630,672

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: $36,338,419Net Income 2016: -$6,241,5752016Revenue 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

2016

Revenue$30,096,844
Expenses$36,338,419
Net Income-$6,241,575
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Jan 9, 2017
Return Version
2015v3.0
Gross Receipts
$36,992,231
Mission and Program Overview

Mission

Provide health & insurance benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$40,744,745$33,630,672▼ $7,114,073
Investments Other Securities$28,163,214$27,053,667▼ $1,109,547
Investments in Publicly Traded Securities$20,908,966$15,902,202▼ $5,006,764
Accounts Receivable$1,845,752$2,159,484▲ $313,732
Cash and Non-Interest-Bearing Accounts$172,795$719,162▲ $546,367
Land, Buildings, and Equipment, Net$254,932$272,568▲ $17,636
Prepaid Expenses and Deferred Charges$25,362$42,124▲ $16,762
Savings and Temporary Cash Investments$107,126$2,399▼ $104,727
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$51,494,137$46,162,977▼ $5,331,160
Other Assets Total$15,990$11,371▼ $4,619
Liabilities
Other Liabilities$10,676,386$12,467,228▲ $1,790,842
Accounts Payable and Accrued Expenses$73,006$65,077▼ $7,929
Total Liabilities$10,749,392$12,532,305▲ $1,782,913
Net Assets / Fund Balance
Total Net Assets Fund Balance$40,744,745$33,630,672▼ $7,114,073
Total Liabilities and Net Assets / Fund Balance$51,494,137$46,162,977▼ $5,331,160

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$272,568$475,264$747,832
Other Land Buildings$0$69,209$69,209
Other Securities$9,948,409--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Catherine WenskusFund AdministratorFT$155,910$24,525$180,435
Brian BensonAsst AdministratorFT$112,344$59,775$172,119
William DrewTrustee-$3,312$10,919$14,231
John McdonnellTrustee-$3,864$2,282$6,146
Robert PanateraTrustee-$3,609$2,210$5,819

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue ShieldPpo Access Fees300 E RANDOLPH ST, Chicago, IL 60601$1,016,202
Arnold And KadjanAttorney203 N LASALLE ST, Chicago, IL 60601$146,176
Aps HealthcareDisease Management300 N EXECUTIVE DR 300, Brookfield, WI 53005$104,060
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$28,628,101
Investment Income
$1,141,363
Other Revenue
$327,380
Change in Net Assets
$-6,241,575

Audited Revenue Reconciliation

Revenue per Audited Statements
$29,636,086
Revenue Not Reported on Financial Statements
$460,758
Revenue Not Reported on Form 990
$-872,498
Other Revenue Adjustments
$327,380
Total Revenue per Audited Statements
$28,763,588
Total Revenue per Form 990
$30,096,844
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,093,518
Salaries, Compensation, and Employee Benefits$1,304,405
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$32,940,496
Fees for Services Other---$1,250,992
Other Salaries and Wages---$870,065
Other Employee Benefits---$190,770
Pension Plan Contributions---$157,594
Office Expenses---$147,290
Fees for Services Legal---$138,859
Fees for Service Investment Mgmnt Fees---$133,378
Occupancy---$132,025
Insurance---$99,998
Information Technology---$71,045
Payroll Taxes---$68,635
Fees for Services Accounting---$60,174
Depreciation Depletion---$55,470
Current Officers, Directors, Trustees, and Key Employees---$17,341
Conferences and Meetings---$4,287
Total Functional Expenses$0$0$0$36,338,419

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$36,338,419
Expenses per Audited Statements$34,060,661
Total Expenses per Audited Statements$34,060,661
Expenses Not Reported on Financial Statements$2,277,758
Other Expense Adjustments$2,144,380
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$12,437,000
Due to Affiliated Funds$30,228
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

Filer Name
Ibew Electrial Workers General Welfare
EIN
36-2951116
Phone
6303931701
Address
28600 BELLA VISTA PARKWAY No 1110, WARRENVILLE, IL 60555

Signing Officer

Name
Frank Furco
Title
Trustee
Phone
6303931701
Signed
2017-01-09
Discuss with paid preparer
Yes

Organization Details

Formed
1976
Legal Domicile
Il
Voting Board Members
10
Independent Board Members
5
Employees
76
Volunteers
0

Preparer

Firm
Calibre CPA Group Pllc
Address
566 W LAKE ST SUITE 300, CHICAGO, IL 60661
Preparer
Corey Bilkey
Phone
3126550037
Supplemental Narrative

Additional Explanations

Form 990, Part XII, line 2C:

The process has not changed from the prior year.

Form 990, Part B

The form 990 was amended to include the current benefit obligations of $12,437,000 in other liabilities at 5/31/16. Part IX - Line 4 was increased by $1,817,000 Part X - Line 25 was increased by $1,817,000

Financial Statement Notes

Part X, Line 2:

As of may 31, 2016, 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, 2016, the plan is no longer subject to income tax examinations for years prior to the fiscal year ended may 31, 2013.

Part XI, Line 4B - Other Adjustments:

reimbursed payroll, taxes and benefits 327,380.

Part XII, Line 4B - Other Adjustments:

INCREASE IN CURRENT BENEFIT OBLIGATIONS 1,817,000. reimbursed payroll, taxes and benefits 327,380.

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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt027053667
IRS990/InvestmentsPubTradedSecGrp/BOYAmt020908966
IRS990/InvestmentsPubTradedSecGrp/EOYAmt015902202
IRS990/IRPDocumentCnt01264
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0544473
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0254932
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0272568
IRS990/LandBldgEquipCostOrOtherBssAmt0817041
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt06895387
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE HEALTH & INSURANCE BENEFITS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt040744745
IRS990/NetAssetsOrFundBalancesEOYAmt033630672
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0454613
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0454613
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-872498
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0132025
IRS990/OfficeExpensesGrp/TotalAmt0147290
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt015990
IRS990/OtherAssetsTotalGrp/EOYAmt011371
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0190770
IRS990/OtherLiabilitiesGrp/BOYAmt010676386
IRS990/OtherLiabilitiesGrp/EOYAmt012467228
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0reimburse payroll, taxes and bene
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0327380
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0327380
IRS990/OtherRevenueTotalAmt0327380
IRS990/OtherSalariesAndWagesGrp/TotalAmt0870065
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt068635
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0157594
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt025362
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt042124
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/RelatedOrExemptFuncIncomeAmt025079896
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13267778
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2280427
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt025079896
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13267778
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2280427
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt029118550
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt03016129
IRS990/PYOtherExpensesAmt02180597
IRS990/PYOtherRevenueAmt0351663
IRS990/PYProgramServiceRevenueAmt026092283
IRS990/PYRevenuesLessExpensesAmt0-3152047
IRS990/PYSalariesCompEmpBnftPaidAmt01312975
IRS990/PYTotalExpensesAmt032612122
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt029460075
IRS990/ReconcilationRevenueExpnssAmt0-6241575
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt040744745
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt033630672
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0107126
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02399
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0272568
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0475264
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0747832
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt02277758
IRS990ScheduleD/ExpensesSubtotalAmt034060661
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0133378
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0133378
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-872498
IRS990ScheduleD/OtherExpensesNotIncludedAmt02144380
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt069209
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt069209
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt012437000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt130228
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CURRENT BENEFIT OBLIGATIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO AFFILIATED FUNDS
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0327380
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt017105258
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt19948409
IRS990ScheduleD/OtherSecuritiesGrp/Desc0COMMON COLLECTIVE TRUSTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1LIMITED PARTNERSHIPS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/RevenueNotReportedAmt0-872498
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0460758
IRS990ScheduleD/RevenueSubtotalAmt029636086
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0AS OF MAY 31, 2016, 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, 2016, THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO THE FISCAL YEAR ENDED MAY 31, 2013.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1reimbursed payroll, taxes and benefits 327,380.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2INCREASE IN CURRENT BENEFIT OBLIGATIONS 1,817,000. reimbursed payroll, taxes and benefits 327,380.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 4b - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XII, Line 4b - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0272568
IRS990ScheduleD/TotalBookValueSecuritiesAmt027053667
IRS990ScheduleD/TotalExpensesPerForm990Amt036338419
IRS990ScheduleD/TotalLiabilityAmt012467228
IRS990ScheduleD/TotalRevenuePerForm990Amt030096844
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt028763588
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt034060661
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2112344
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3155910
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/CompensationBasedOnRltdOrgsAmt0124648
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1119016
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt22772
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/DeferredCompensationFlngOrgAmt244715
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt311975
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt059926
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt157308
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt215060
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt312550
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt025340
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt124187
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt018179
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt118236
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

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$12.5$33.6$30.1$36.3$6.24
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