Civic Intelligence

Excavating Grading and Asphalt Craft 731 Health and Welfare Fund

990 • Fiscal year 2021 • EIN 36-6073848

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 13, 2022

Organization ProfileN/A

View Organization Page

1000 Burr Ridge ParkwayBurr Ridge, IL 60527

(630) 887-4150

Siviq Scores

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

Liabilities / Assets

55th percentile

0.05x

Higher debt load relative to assets than 55% of similar nonprofits.

2021 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

64th percentile

0.12x

Higher debt load relative to revenue than 64% of similar nonprofits.

2021 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2021

Net Margin

16th percentile

-9.6%

Higher net margin than 16% of similar nonprofits.

2021 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

95th percentile

$404,691

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

2021 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2021

Asset Growth

24th percentile

0.1%

Faster asset growth than 24% of similar nonprofits.

2021 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

51st percentile

5.8%

Faster revenue growth than 51% of similar nonprofits.

2021 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$25,474,696

Up $35,695 (+0.1%) from 2020

Net Assets

Up

$24,199,639

Up $32,305 (+0.1%) from 2020

Liabilities

Up

$1,275,057

Up $3,390 (+0.3%) from 2020

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin16th percentile

Revenue

Up

$10,737,315

Up $591,821 (+5.8%) from 2020

Expenses

Up

$11,769,820

Up $1,147,818 (+11%) from 2020

Net Income

Down

-$1,032,505

Down $555,997 (-117%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$30M$20M$10M$0Assets 2010: $24,179,625Liabilities 2010: $237,563Net Assets 2010: $23,942,0622010Assets 2011: $24,593,865Liabilities 2011: $161,120Net Assets 2011: $24,432,7452011Assets 2012: $26,798,435Liabilities 2012: $128,032Net Assets 2012: $26,670,4032012Assets 2013: $28,897,165Liabilities 2013: $178,731Net Assets 2013: $28,718,4342013Assets 2014: $28,699,026Liabilities 2014: $1,068,231Net Assets 2014: $27,630,7952014Assets 2015: $28,285,648Liabilities 2015: $2,246,854Net Assets 2015: $26,038,7942015Assets 2016: $26,495,118Liabilities 2016: $1,170,812Net Assets 2016: $25,324,3062016Assets 2017: $26,680,191Liabilities 2017: $720,768Net Assets 2017: $25,959,4232017Assets 2018: $24,220,622Liabilities 2018: $2,541,358Net Assets 2018: $21,679,2642018Assets 2019: $24,293,764Liabilities 2019: $1,339,099Net Assets 2019: $22,954,6652019Assets 2020: $25,439,001Liabilities 2020: $1,271,667Net Assets 2020: $24,167,3342020Assets 2021: $25,474,696Liabilities 2021: $1,275,057Net Assets 2021: $24,199,6392021Assets 2022: $22,092,129Liabilities 2022: $766,937Net Assets 2022: $21,325,1922022Assets 2023: $24,773,969Liabilities 2023: $762,993Net Assets 2023: $24,010,9762023Assets 2024: $25,941,112Liabilities 2024: $810,656Net Assets 2024: $25,130,4562024

Highlighted filing

2021

Assets$25,474,696
Liabilities$1,275,057
Net Assets$24,199,639
Open 2021 Filing

Operations Trend

Revenue Growth51st percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $9,423,6062010Expenses 2011: $10,832,9922011Expenses 2012: $10,459,8442012Revenue 2013: $12,947,309Expenses 2013: $10,901,483Net Income 2013: $2,045,8262013Revenue 2014: $10,842,580Expenses 2014: $11,305,110Net Income 2014: -$462,5302014Revenue 2015: $11,134,298Expenses 2015: $12,539,923Net Income 2015: -$1,405,6252015Revenue 2016: $11,138,294Expenses 2016: $11,933,878Net Income 2016: -$795,5842016Revenue 2017: $10,941,132Expenses 2017: $11,773,559Net Income 2017: -$832,4272017Revenue 2018: $10,778,673Expenses 2018: $13,833,634Net Income 2018: -$3,054,9612018Revenue 2019: $11,600,285Expenses 2019: $11,791,744Net Income 2019: -$191,4592019Revenue 2020: $10,145,494Expenses 2020: $10,622,002Net Income 2020: -$476,5082020Revenue 2021: $10,737,315Expenses 2021: $11,769,820Net Income 2021: -$1,032,5052021Revenue 2022: $10,285,234Expenses 2022: $11,000,150Net Income 2022: -$714,9162022Revenue 2023: $11,308,640Expenses 2023: $9,810,622Net Income 2023: $1,498,0182023Revenue 2024: $10,930,489Expenses 2024: $11,203,720Net Income 2024: -$273,2312024

Highlighted filing

2021

Revenue$10,737,315
Expenses$11,769,820
Net Income-$1,032,505
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 13, 2022
Return Version
2021v4.2
Gross Receipts
$22,872,615
Mission and Program Overview

Mission

To provide medical, dental, vision, life and disability benefits to eligible participants and their beneficiaries

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$24,167,334$24,199,639▲ $32,305
Investments in Publicly Traded Securities$19,221,016$20,382,147▲ $1,161,131
Cash and Non-Interest-Bearing Accounts$4,058,970$2,802,557▼ $1,256,413
Accounts Receivable$1,236,398$886,856▼ $349,542
Investments Other Securities$585,901$863,435▲ $277,534
Savings and Temporary Cash Investments$327,391$530,376▲ $202,985
Prepaid Expenses and Deferred Charges$9,325$9,325→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$25,439,001$25,474,696▲ $35,695
Liabilities
Other Liabilities$1,162,000$1,161,000▼ $1,000
Accounts Payable and Accrued Expenses$109,667$114,057▲ $4,390
Total Liabilities$1,271,667$1,275,057▲ $3,390
Net Assets / Fund Balance
Total Net Assets Fund Balance$24,167,334$24,199,639▲ $32,305
Total Liabilities and Net Assets / Fund Balance$25,439,001$25,474,696▲ $35,695

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$16,224$16,224
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard ClarsonAdministratorFT$191,639$14,152$205,791
Patricia SaenzClaims ManagerFT$128,862$26,569$155,431
Michael WainscottComptrollerFT$107,291$24,430$131,721

Board Members and Trustees

NameTitle
Dale BoltTrustee
David SneltenTrustee
John LisnerTrustee
Jonathan GallagherTrustee
Terrence J HancockTrustee
William CollinsTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue ShieldPpo Provider300 E RANDOLPH ST, Chicago, IL 60601-5099$285,045
Desert Shore Capital PartnersBenefit Consultant4001 MCEWEN ROAD SUITE 450, Dallas, TX 75244$248,287
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$10,158,004
Investment Income
$579,311
Other Revenue
$0
Change in Net Assets
$-1,032,505

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,864,890
Revenue Not Reported on Financial Statements
$1,872,425
Revenue Not Reported on Form 990
$1,064,810
Other Revenue Adjustments
$1,809,688
Total Revenue per Audited Statements
$9,929,700
Total Revenue per Form 990
$10,737,315
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,983,980
Other Expenses$624,542
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$9,161,298
Other Salaries and Wages---$1,102,829
Other Employee Benefits---$317,821
Fees for Services Other---$316,630
Pension Plan Contributions---$253,766
Current Officers, Directors, Trustees, and Key Employees---$205,791
Payroll Taxes---$103,773
Fees for Services Legal---$83,648
Fees for Service Investment Mgmnt Fees---$62,737
Fees for Services Accounting---$52,504
Office Expenses---$42,640
Information Technology---$32,053
Insurance---$17,442
Occupancy---$15,490
Conferences and Meetings---$1,398
Total Functional Expenses$0$0$0$11,769,820

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$11,769,820
Expenses per Audited Statements$9,898,395
Total Expenses per Audited Statements$9,898,395
Expenses Not Reported on Financial Statements$1,871,425
Other Expense Adjustments$1,808,688
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
Claims Payable & Incurred Not Reported$1,161,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
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 11B

“The form 990 is provided to the fund administrator prior to filing. After review,the form is approved, signed and filed.”

Form 990, Part VI, Section B, Line 15

“Salaries are reviewed annually and approved by the board of trustees.”

Form 990, Part VI, Section C, Line 19

“All governing documents, policies and financial statements are available upon request from the fund office”

Part VII Reportable Compensation

“Reportable compensation from the organization is allocated to various related and affiliated organizations based on time allocated to each organization.”

Form 990, Part VI, Section A, Line 8B

“The plan has a healthcare committee comprised of two trustees from each of the local 731 health and welfare funds which has the authority to act of behalf of the governing body.”

Filing and Contact Details

Filer

Filer Name
Excavating Grading & Asphalt Craft
EIN
36-6073848
Phone
6308874150
Address
1000 BURR RIDGE PARKWAY, BURR RIDGE, IL 60527

Signing Officer

Name
John Lisner
Title
Trustee
Phone
6308874150
Signed
2022-10-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Lisner
Formed
1951
Legal Domicile
Il
Voting Board Members
6
Independent Board Members
3
Employees
22
Volunteers
0

Preparer

Firm
Calibre CPA Group Pllc
Address
19615 S LA GRANGE RD, MOKENA, IL 60448
Preparer
John Leggero
Phone
7089957180
Supplemental Narrative

Additional Explanations

PART XII, LINE 2C EXPLANATION:

“The process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the taxing authorities. As of december 31, 2021 and 2020, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. At december 31, 2021, the plan's administrator believes that the plan is no longer subject to income tax examinations for years prior to december 31, 2018.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Reimbursed common admin expenses from related benefit funds 1,809,688.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Reimbursed common admin expenses from related beenfit funds 1,809,688. Decrease in claims payable and claims incurred but not reported -1,000.”

Raw XML AppendixShowing 400 of 790 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/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt042904
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01064810
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt015490
IRS990/OfficeExpensesGrp/TotalAmt042640
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0317821
IRS990/OtherLiabilitiesGrp/BOYAmt01162000
IRS990/OtherLiabilitiesGrp/EOYAmt01161000
IRS990/OtherSalariesAndWagesGrp/TotalAmt01102829
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0103773
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0253766
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt09325
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09325
IRS990/PrincipalOfficerNm0JOHN LISNER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTION
IRS990/ProgramServiceRevenueGrp/Desc1REIMB COMMON ADMIN EXP
IRS990/ProgramServiceRevenueGrp/Desc2MEMBER AND RETIREE CONTRIBUTION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt08156934
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11809688
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2191382
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08156934
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11809688
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2191382
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt08047189
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-190761
IRS990/PYOtherExpensesAmt0640938
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt010336255
IRS990/PYRevenuesLessExpensesAmt0-476508
IRS990/PYSalariesCompEmpBnftPaidAmt01933875
IRS990/PYTotalExpensesAmt010622002
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt010145494
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-1032505
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt024167334
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt024199639
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0327391
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0530376
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt016224
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt016224
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01871425
IRS990ScheduleD/ExpensesSubtotalAmt09898395
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt062737
IRS990ScheduleD/InvestmentExpensesNotIncldAmt062737
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01064810
IRS990ScheduleD/OtherExpensesNotIncludedAmt01808688
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01161000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS PAYABLE & INCURRED NOT REPORTED
IRS990ScheduleD/OtherRevenuesNotIncludedAmt01809688
IRS990ScheduleD/RevenueNotReportedAmt01064810
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt01872425
IRS990ScheduleD/RevenueSubtotalAmt08864890
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. AS OF DECEMBER 31, 2021 AND 2020, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. AT DECEMBER 31, 2021, THE PLAN'S ADMINISTRATOR BELIEVES THAT THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO DECEMBER 31, 2018.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1REIMBURSED COMMON ADMIN EXPENSES FROM RELATED BENEFIT FUNDS 1,809,688.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2REIMBURSED COMMON ADMIN EXPENSES FROM RELATED BEENFIT FUNDS 1,809,688. DECREASE IN CLAIMS PAYABLE AND CLAIMS INCURRED BUT NOT REPORTED -1,000.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt011769820
IRS990ScheduleD/TotalLiabilityAmt01161000
IRS990ScheduleD/TotalRevenuePerForm990Amt010737315
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt09929700
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt09898395
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3191639
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt4128862
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt011950
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt110648
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt28602
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0310525
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1276224
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2223141
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt412417
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt064581
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt164581
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt253393
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt314152
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt414152
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt014567
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt114567
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt214567
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt03068
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt13825
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0TERRENCE J HANCOCK
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1JOHN LISNER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2DALE BOLT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3RICHARD CLARSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm4PATRICIA SAENZ
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt4CLAIMS MANAGER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt3205791
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt4155431
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0404691
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1369845
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2299703
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt40
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0RICHARD CLARSON IS THE ADMINISTRATOR OF THE FILING ORGANIZATION IN ADDITION TO PERFORMING SIMILAR DUTIES FOR THE FILING ORGANIZATION'S RELATED ORGANIZATIONS AS WELL AS AFFILIATED BUT UNRELATED ORGANIZATIONS. HIS COMPENSATION IS PAID DIRECTLY BY THE FILING ENTITY AND A PORTION IS REIMBURSED BY THE RELATED ORGANIZATIONS AS WELL AS AFFILIATED BUT UNRELATED ORGANIZATIONS. HIS COMPENSATION IS COMPRISED OF WAGES AND CONTRIBUTIONS TO A HEALTH BENEFIT PLAN. HE IS CONSIDERED KEY EMPLOYEE OF THE FILING ORGANIZATION FOR 990 REPORTING PURPOSES.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VII, ITEM 5 AND SCHEDULE J, PART II
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PROVIDED TO THE FUND ADMINISTRATOR PRIOR TO FILING. AFTER REVIEW,THE FORM IS APPROVED, SIGNED AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SALARIES ARE REVIEWED ANNUALLY AND APPROVED BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FROM THE FUND OFFICE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REPORTABLE COMPENSATION FROM THE ORGANIZATION IS ALLOCATED TO VARIOUS RELATED AND AFFILIATED ORGANIZATIONS BASED ON TIME ALLOCATED TO EACH ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PLAN HAS A HEALTHCARE COMMITTEE COMPRISED OF TWO TRUSTEES FROM EACH OF THE LOCAL 731 HEALTH AND WELFARE FUNDS WHICH HAS THE AUTHORITY TO ACT OF BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VII REPORTABLE COMPENSATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART XII, LINE 2C EXPLANATION:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$25,474,696
Liabilities
$1,275,057
Net assets
$24,199,639
Revenue
$10,737,315
Expenses
$11,769,820
Net income
-$1,032,505
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.9$0.81$25.1$10.9$11.2$0.27
2023Detailed filing. Detailed filing data is available for this year.$24.8$0.76$24.0$11.3$9.81$1.50
2022Detailed filing. Detailed filing data is available for this year.$22.1$0.77$21.3$10.3$11.0$0.71
2021Detailed filing. Detailed filing data is available for this year.$25.5$1.28$24.2$10.7$11.8$1.03
2020Detailed filing. Detailed filing data is available for this year.$25.4$1.27$24.2$10.1$10.6$0.48
2019Detailed filing. Detailed filing data is available for this year.$24.3$1.34$23.0$11.6$11.8$0.19
2018Detailed filing. Detailed filing data is available for this year.$24.2$2.54$21.7$10.8$13.8$3.05
2017Detailed filing. Detailed filing data is available for this year.$26.7$0.72$26.0$10.9$11.8$0.83
2016Detailed filing. Detailed filing data is available for this year.$26.5$1.17$25.3$11.1$11.9$0.80
2015Detailed filing. Detailed filing data is available for this year.$28.3$2.25$26.0$11.1$12.5$1.41
2014Detailed filing. Detailed filing data is available for this year.$28.7$1.07$27.6$10.8$11.3$0.46
2013Detailed filing. Detailed filing data is available for this year.$28.9$0.18$28.7$12.9$10.9$2.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.8$0.13$26.7$10.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.6$0.16$24.4$10.8
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.2$0.24$23.9$9.42