Civic Intelligence

Ironworkers Tri-State Welfare Plan

990 • Fiscal year 2021 • EIN 36-6599036

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 06, 2022

Organization ProfileWWW.TRISTATEWELFAREFUND.COM

View Organization Page

953 American Lane 100Schaumburg, IL 60173

(630) 960-3322

Siviq Scores

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

Liabilities / Assets

46th percentile

0.01x

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

2021 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

48th percentile

0.04x

Higher debt load relative to revenue than 48% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2021

Net Margin

37th percentile

1.1%

Higher net margin than 37% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

88th percentile

$300,125

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2021

Asset Growth

48th percentile

7.4%

Faster asset growth than 48% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

62nd percentile

7.7%

Faster revenue growth than 62% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$73,165,377

Up $5,052,588 (+7.4%) from 2020

Net Assets

Up

$72,085,673

Up $4,925,881 (+7.3%) from 2020

Liabilities

Up

$1,079,704

Up $126,707 (+13%) from 2020

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin37th percentile

Revenue

Up

$30,413,743

Up $2,174,160 (+7.7%) from 2020

Expenses

Up

$30,088,675

Up $6,143,205 (+26%) from 2020

Net Income

Down

$325,068

Down $3,969,045 (-92%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$80M$60M$40M$20M$0Assets 2010: $33,775,907Liabilities 2010: $336,353Net Assets 2010: $33,439,5542010Assets 2011: $35,428,409Liabilities 2011: $321,967Net Assets 2011: $35,106,4422011Assets 2012: $40,923,034Liabilities 2012: $376,765Net Assets 2012: $40,546,2692012Assets 2013: $42,288,736Liabilities 2013: $338,301Net Assets 2013: $41,950,4352013Assets 2014: $46,039,116Liabilities 2014: $652,089Net Assets 2014: $45,387,0272014Assets 2015: $48,900,752Liabilities 2015: $591,511Net Assets 2015: $48,309,2412015Assets 2016: $50,297,269Liabilities 2016: $822,376Net Assets 2016: $49,474,8932016Assets 2017: $54,293,745Liabilities 2017: $621,682Net Assets 2017: $53,672,0632017Assets 2018: $55,765,701Liabilities 2018: $705,369Net Assets 2018: $55,060,3322018Assets 2019: $60,098,687Liabilities 2019: $650,507Net Assets 2019: $59,448,1802019Assets 2020: $68,112,789Liabilities 2020: $952,997Net Assets 2020: $67,159,7922020Assets 2021: $73,165,377Liabilities 2021: $1,079,704Net Assets 2021: $72,085,6732021Assets 2022: $64,508,681Liabilities 2022: $706,642Net Assets 2022: $63,802,0392022Assets 2023: $66,195,723Liabilities 2023: $547,284Net Assets 2023: $65,648,4392023Assets 2024: $66,518,329Liabilities 2024: $622,560Net Assets 2024: $65,895,7692024

Highlighted filing

2021

Assets$73,165,377
Liabilities$1,079,704
Net Assets$72,085,673
Open 2021 Filing

Operations Trend

Revenue Growth62nd percentile

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

$40M$30M$20M$10M$0-$10MExpenses 2010: $15,074,1232010Expenses 2011: $13,497,3632011Expenses 2012: $14,701,1732012Revenue 2013: $14,043,113Expenses 2013: $14,469,630Net Income 2013: -$426,5172013Revenue 2014: $17,079,319Expenses 2014: $14,766,705Net Income 2014: $2,312,6142014Revenue 2015: $17,710,537Expenses 2015: $16,860,017Net Income 2015: $850,5202015Revenue 2016: $22,804,538Expenses 2016: $23,075,931Net Income 2016: -$271,3932016Revenue 2017: $24,940,197Expenses 2017: $23,786,850Net Income 2017: $1,153,3472017Revenue 2018: $26,757,235Expenses 2018: $23,580,977Net Income 2018: $3,176,2582018Revenue 2019: $28,598,178Expenses 2019: $27,315,928Net Income 2019: $1,282,2502019Revenue 2020: $28,239,583Expenses 2020: $23,945,470Net Income 2020: $4,294,1132020Revenue 2021: $30,413,743Expenses 2021: $30,088,675Net Income 2021: $325,0682021Revenue 2022: $27,715,920Expenses 2022: $29,547,063Net Income 2022: -$1,831,1432022Revenue 2023: $27,766,746Expenses 2023: $28,451,884Net Income 2023: -$685,1382023Revenue 2024: $31,630,018Expenses 2024: $33,024,449Net Income 2024: -$1,394,4312024

Highlighted filing

2021

Revenue$30,413,743
Expenses$30,088,675
Net Income$325,068
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 6, 2022
Return Version
2021v4.2
Gross Receipts
$31,440,939
Mission and Program Overview

Mission

To provide health benefits

PROVIDE HEALTH BENEFITS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$67,159,792$72,085,673▲ $4,925,881
Investments in Publicly Traded Securities$42,245,387$45,886,007▲ $3,640,620
Investments Other Securities$17,094,586$19,868,095▲ $2,773,509
Accounts Receivable$4,211,731$4,974,524▲ $762,793
Savings and Temporary Cash Investments$4,453,614$2,343,349▼ $2,110,265
Prepaid Expenses and Deferred Charges$107,471$93,402▼ $14,069
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$68,112,789$73,165,377▲ $5,052,588
Liabilities
Accounts Payable and Accrued Expenses$872,359$1,017,443▲ $145,084
Deferred Revenue$80,638$62,261▼ $18,377
Total Liabilities$952,997$1,079,704▲ $126,707
Net Assets / Fund Balance
Total Net Assets Fund Balance$67,159,792$72,085,673▲ $4,925,881
Total Liabilities and Net Assets / Fund Balance$68,112,789$73,165,377▲ $5,052,588

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$3,229,323--
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleOtherTotal
Brian AtkinsTrustee$138,446$138,446
Chuck BlackTrustee$131,455$131,455
Paul ArambasichTrustee$5,354$5,354

Board Members and Trustees

NameTitle
Bill PaxtonTrustee
Cody GerdesTrustee
Daniel AussemTrustee
David AnspaughTrustee
Dirk EngerTrustee
Jason EmerickTrustee
Kevin HrayTrustee
Mark RichesonTrustee
Michael TestaTrustee
Ron StoneTrustee
Dennis HigdonTrustee - New
Dana OaksTrustee - Past

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue ShieldClaims Processor300 EAST RANDOLPH STREET, Chicago, IL 60601$750,707
Group Administrators LtdThird Party Administrator953 AMERICAN LANE SUITE 100, Schaumburg, IL 60173$447,704
The Segal CoFund Consultant101 NORTH WACKER DRIVE SUITE 500, Chicago, IL 60606$102,548
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$29,032,259
Investment Income
$1,381,484
Other Revenue
$0
Change in Net Assets
$325,068

Audited Revenue Reconciliation

Revenue per Audited Statements
$30,217,807
Revenue Not Reported on Financial Statements
$195,936
Revenue Not Reported on Form 990
$4,600,813
Total Revenue per Audited Statements
$34,818,620
Total Revenue per Form 990
$30,413,743
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,235,370
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$28,853,305
Fees for Services Other---$552,955
Fees for Service Investment Mgmnt Fees---$195,936
Fees for Services Accounting---$140,100
Fees for Services Legal---$57,763
Insurance---$30,427
Office Expenses---$20,394
Conferences and Meetings---$14,318
Other Expenses---$4,085
Total Functional Expenses$0$0$0$30,088,675

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$30,088,675
Expenses per Audited Statements$29,892,739
Total Expenses per Audited Statements$29,892,739
Expenses Not Reported on Financial Statements$195,936
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
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Although the trustees retain the ultimate responsibility, they have delegated the day to day management duties to group administrators ltd, as third party administrator of the fund.”

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

“The organization has no committees with authority to act on behalf of the governing board.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is provided to the entire board of trustees prior to filing. After the board's thorough review, the form is approved and filed.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy and financial statements are available upon request at the fund office.”

Filing and Contact Details

Filer

Filer Name
Ironworkers Tri-state Welfare Plan
EIN
36-6599036
Phone
6309603322
Address
953 AMERICAN LANE 100, SCHAUMBURG, IL 60173

Signing Officer

Name
Dan Aussem
Title
Trustee
Phone
6309603322
Signed
2022-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dan Aussem
Formed
1957
Legal Domicile
Il
Voting Board Members
14
Independent Board Members
7
Employees
19
Volunteers
0

Preparer

Firm
Legacy Professionals Llp
Address
222 INDIANAPOLIS BOULEVARD, SCHERERVILLE, IN 46375
Preparer
Renee Berg-speck
Phone
3123680500
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 2A

“The number of employees reported on form w-3, transmittal of wage and tax statements, filed for the calendar year ending with or within the year covered by this return includes participants of the fund that have received disability payments during the year.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require the plan to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by tax authorities. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax period in progress.”

Raw XML AppendixShowing 400 of 1,667 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/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE - PAST
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IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE - NEW
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01957
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0245217
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01272413
IRS990/GrossReceiptsAmt031440939
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt030427
IRS990/InvestmentIncomeGrp/ExclusionAmt01136267
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01136267
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt017094586
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt019868095
IRS990/InvestmentsPubTradedSecGrp/BOYAmt042245387
IRS990/InvestmentsPubTradedSecGrp/EOYAmt045886007
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01027196
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH BENEFITS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt067159792
IRS990/NetAssetsOrFundBalancesEOYAmt072085673
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0245217
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0245217
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt04600813
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt020394
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0DISEASE MANAGEMENT
IRS990/OtherExpensesGrp/Desc1UTILIZATION REVIEW
IRS990/OtherExpensesGrp/Desc2FEES MANDATED BY THE AC
IRS990/OtherExpensesGrp/Desc3DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/TotalAmt0111496
IRS990/OtherExpensesGrp/TotalAmt1100971
IRS990/OtherExpensesGrp/TotalAmt26925
IRS990/OtherExpensesGrp/TotalAmt34085
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0107471
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt093402
IRS990/PrincipalOfficerNm0DAN AUSSEM
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1STOP-LOSS INSURANCE PREMIUMS
IRS990/ProgramServiceRevenueGrp/Desc2PRESCRIPTION DRUG REBATES
IRS990/ProgramServiceRevenueGrp/Desc3PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc4SUBROGATION INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt024605405
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12445447
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21045861
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3894265
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt435283
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt024605405
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12445447
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21045861
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3894265
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt435283
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt022466208
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02113452
IRS990/PYOtherExpensesAmt01479262
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt026126131
IRS990/PYRevenuesLessExpensesAmt04294113
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt023945470
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt028239583
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0325068
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt067159792
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt072085673
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04453614
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02343349
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0195936
IRS990ScheduleD/ExpensesSubtotalAmt029892739
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0195936
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0195936
IRS990ScheduleD/NetUnrealizedGainsInvstAmt04600813
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02695419
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt17933023
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt26010330
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt33229323
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ULLICO DIVERSIFIED INTERNATIONAL EQUITY FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1AMERICAN STRATEGIC VALUE REALTY FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc2INVESCO INSTITUTIONAL TRUST BALANCED RISK ALLOCATION FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc3PRUDENTIAL FIXED RATE FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/RevenueNotReportedAmt04600813
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0195936
IRS990ScheduleD/RevenueSubtotalAmt030217807
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIOD IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt019868095
IRS990ScheduleD/TotalExpensesPerForm990Amt030088675
IRS990ScheduleD/TotalRevenuePerForm990Amt030413743
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt034818620
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt029892739
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
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/CompensationBasedOnRltdOrgsAmt0156293
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1127062
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2124163
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3106265
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/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt0113380
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt151567
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt231198
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt338556
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt030452
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt127468
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt226333
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt324010
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$73,165,377
Liabilities
$1,079,704
Net assets
$72,085,673
Revenue
$30,413,743
Expenses
$30,088,675
Net income
$325,068
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$66.5$0.62$65.9$31.6$33.0$1.39
2023Detailed filing. Detailed filing data is available for this year.$66.2$0.55$65.6$27.8$28.5$0.69
2022Detailed filing. Detailed filing data is available for this year.$64.5$0.71$63.8$27.7$29.5$1.83
2021Detailed filing. Detailed filing data is available for this year.$73.2$1.08$72.1$30.4$30.1$0.33
2020Detailed filing. Detailed filing data is available for this year.$68.1$0.95$67.2$28.2$23.9$4.29
2019Detailed filing. Detailed filing data is available for this year.$60.1$0.65$59.4$28.6$27.3$1.28
2018Detailed filing. Detailed filing data is available for this year.$55.8$0.71$55.1$26.8$23.6$3.18
2017Detailed filing. Detailed filing data is available for this year.$54.3$0.62$53.7$24.9$23.8$1.15
2016Detailed filing. Detailed filing data is available for this year.$50.3$0.82$49.5$22.8$23.1$0.27
2015Detailed filing. Detailed filing data is available for this year.$48.9$0.59$48.3$17.7$16.9$0.85
2014Detailed filing. Detailed filing data is available for this year.$46.0$0.65$45.4$17.1$14.8$2.31
2013Detailed filing. Detailed filing data is available for this year.$42.3$0.34$42.0$14.0$14.5$0.43
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.9$0.38$40.5$14.7
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.4$0.32$35.1$13.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.8$0.34$33.4$15.1