Civic Intelligence

Ironworkers Tri-State Welfare Plan

990 • Fiscal year 2023 • EIN 36-6599036

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 22, 2024

Organization ProfileWWW.TRISTATEWELFAREFUND.COM

View Organization Page

20 N Martingale Road 290Schaumburg, IL 60173

(847) 395-4467

Siviq Scores

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

Liabilities / Assets

40th percentile

0.01x

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

2023 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

39th percentile

0.02x

Higher debt load relative to revenue than 39% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2023

Net Margin

25th percentile

-2.5%

Higher net margin than 25% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

86th percentile

$300,770

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2023

Asset Growth

33rd percentile

2.6%

Faster asset growth than 33% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

35th percentile

0.2%

Faster revenue growth than 35% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$66,195,723

Up $1,687,042 (+2.6%) from 2022

Net Assets

Up

$65,648,439

Up $1,846,400 (+2.9%) from 2022

Liabilities

Down

$547,284

Down $159,358 (-23%) from 2022

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin25th percentile

Revenue

Up

$27,766,746

Up $50,826 (+0.2%) from 2022

Expenses

Down

$28,451,884

Down $1,095,179 (-3.7%) from 2022

Net Income

Up

-$685,138

Up $1,146,005 (+63%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2023

Assets$66,195,723
Liabilities$547,284
Net Assets$65,648,439
Open 2023 Filing

Operations Trend

Revenue Growth35th 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

2023

Revenue$27,766,746
Expenses$28,451,884
Net Income-$685,138
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 22, 2024
Return Version
2023v5.1
Gross Receipts
$44,679,171
Mission and Program Overview

Mission

To provide health benefits

PROVIDE HEALTH BENEFITS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$63,802,039$65,648,439▲ $1,846,400
Investments in Publicly Traded Securities$41,521,119$52,629,112▲ $11,107,993
Investments Other Securities$17,002,114$8,322,717▼ $8,679,397
Accounts Receivable$3,310,279$3,471,315▲ $161,036
Cash and Non-Interest-Bearing Accounts-$885,526-
Savings and Temporary Cash Investments$2,636,547$805,121▼ $1,831,426
Prepaid Expenses and Deferred Charges$38,622$81,932▲ $43,310
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$64,508,681$66,195,723▲ $1,687,042
Liabilities
Accounts Payable and Accrued Expenses$641,391$503,118▼ $138,273
Deferred Revenue$65,251$44,166▼ $21,085
Total Liabilities$706,642$547,284▼ $159,358
Net Assets / Fund Balance
Total Net Assets Fund Balance$63,802,039$65,648,439▲ $1,846,400
Total Liabilities and Net Assets / Fund Balance$64,508,681$66,195,723▲ $1,687,042

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,224,792--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleOtherTotal
Michael OlveraTrustee - New$141,116$141,116
Brian AtkinsTrustee - Past$128,790$128,790

Board Members and Trustees

NameTitle
Carla JocksichTrustee
Chuck BlackTrustee
Cody GerdesTrustee
Daniel AussemTrustee
David AnspaughTrustee
Jason EmerickTrustee
Kevin HrayTrustee
Mark RichesonTrustee
Michael TestaTrustee
Paul ArambasichTrustee
Pj FoleyTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue ShieldClaims Processor300 EAST RANDOLPH STREET, Chicago, IL 60601$649,961
Group Administrators LtdThird Party Administrator20 NORTH MARTINGALE ROAD SUITE 290, Schaumburg, IL 60173$455,496
The Segal CoFund Consultant101 NORTH WACKER DRIVE SUITE 500, Chicago, IL 60606$252,611
Macnell Accounting & ConsultingPayroll Compliance Auditor1153 SOUTH LEE STREET UNIT 137, Des Plaines, IL 60016$179,461
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$25,614,009
Investment Income
$2,152,226
Other Revenue
$511
Change in Net Assets
$-685,138

Audited Revenue Reconciliation

Revenue per Audited Statements
$27,595,255
Revenue Not Reported on Financial Statements
$171,491
Revenue Not Reported on Form 990
$2,531,538
Total Revenue per Audited Statements
$30,126,793
Total Revenue per Form 990
$27,766,746
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,430,258
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---$27,021,626
Fees for Services Other---$714,720
Fees for Services Accounting---$244,461
Fees for Service Investment Mgmnt Fees---$171,491
Fees for Services Legal---$87,685
Insurance---$31,628
Conferences and Meetings---$29,974
Office Expenses---$12,760
Other Expenses---$2,485
Total Functional Expenses$0$0$0$28,451,884

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$28,451,884
Expenses per Audited Statements$28,280,393
Total Expenses per Audited Statements$28,280,393
Expenses Not Reported on Financial Statements$171,491
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
8473954467
Address
20 N MARTINGALE ROAD 290, SCHAUMBURG, IL 60173

Signing Officer

Name
Dan Aussem
Title
Trustee
Phone
8473954467
Signed
2024-10-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dan Aussem
Formed
1957
Legal Domicile
Il
Voting Board Members
12
Independent Board Members
6
Employees
23
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.”

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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/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE - NEW
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IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt08322717
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IRS990/IRPDocumentCnt02
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IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH BENEFITS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt065648439
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0141035
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0141035
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IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
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IRS990/OtherExpensesGrp/Desc0DISEASE MANAGEMENT
IRS990/OtherExpensesGrp/Desc1UTILIZATION REVIEW
IRS990/OtherExpensesGrp/Desc2FEES MANDATED BY THE AC
IRS990/OtherExpensesGrp/Desc3DUES & SUBSCRIPTIONS
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IRS990/OtherExpensesGrp/TotalAmt131400
IRS990/OtherExpensesGrp/TotalAmt27409
IRS990/OtherExpensesGrp/TotalAmt32485
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt081932
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IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
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IRS990/ProgramServiceRevenueGrp/Desc1PRESCRIPTION DRUG REBATES
IRS990/ProgramServiceRevenueGrp/Desc2STOP-LOSS INSURANCE REIMBURSEMENT
IRS990/ProgramServiceRevenueGrp/Desc3PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc4SUBROGATION INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt022848724
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11236709
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2646513
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3642402
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4127548
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt022848724
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11236709
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2646513
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3642402
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4127548
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt028191885
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-744476
IRS990/PYOtherExpensesAmt01355178
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt028460396
IRS990/PYRevenuesLessExpensesAmt0-1831143
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt029547063
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt027715920
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-685138
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt063802039
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt065648439
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02636547
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0805121
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0171491
IRS990ScheduleD/ExpensesSubtotalAmt028280393
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0171491
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0171491
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02531538
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt07097925
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11224792
IRS990ScheduleD/OtherSecuritiesGrp/Desc0AMERICAN STRATEGIC VALUE REALTY FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1INVESCO INSTITUTIONAL TRUST BALANCED RISK ALLOCATION FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/RevenueNotReportedAmt02531538
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0171491
IRS990ScheduleD/RevenueSubtotalAmt027595255
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/TotalBookValueSecuritiesAmt08322717
IRS990ScheduleD/TotalExpensesPerForm990Amt028451884
IRS990ScheduleD/TotalRevenuePerForm990Amt027766746
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt030126793
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt028280393
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0164764
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1122510
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2117827
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3113358
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt498832
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
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt0103783
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt175536
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt282511
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt366907
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt451583
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt032223
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt129300
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt226853
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt324267

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$66,195,723
Liabilities
$547,284
Net assets
$65,648,439
Revenue
$27,766,746
Expenses
$28,451,884
Net income
-$685,138
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