Civic Intelligence

Ibew Local 702

EIN 37-1039499 • 501(c)5 • West Frankfort, IL

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Profile

Collect participant contributions from employers for vacation benefits for members of local ibew 702

106 N MonroeWest Frankfort, IL 62896

ibewlocal702.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)5 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)5 • $5M-$10M nonprofits • Source year 2024

Net Margin

51st percentile

9.9%

Higher net margin than 51% of similar nonprofits.

501(c)5 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

81st percentile

19%

Faster asset growth than 81% of similar nonprofits.

501(c)5 • $5M-$10M nonprofits • Annualized from 2022 to 2024

Revenue Growth

69th percentile

13%

Faster revenue growth than 69% of similar nonprofits.

501(c)5 • $5M-$10M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$3,915,763

Up $763,055 (+24%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,915,763

Up $763,055 (+24%) from 2023

Operations
Liabilities / Revenue13th percentileNet Margin51st percentile

Revenue

Up

$7,721,177

Up $448,531 (+6.2%) from 2023

Expenses

Up

$6,958,122

Up $55,445 (+0.8%) from 2023

Net Income

Up

$763,055

Up $393,086 (+106%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2014: $1,418,981Liabilities 2014: $900Net Assets 2014: $1,418,0812014Assets 2015: $1,732,199Liabilities 2015: $133Net Assets 2015: $1,732,0662015Assets 2016: $1,558,264Liabilities 2016: $326Net Assets 2016: $1,557,9382016Assets 2017: $1,459,007Liabilities 2017: $305Net Assets 2017: $1,458,7022017Assets 2018: $1,688,043Liabilities 2018: $274Net Assets 2018: $1,687,7692018Assets 2019: $1,728,986Liabilities 2019: $130Net Assets 2019: $1,728,8562019Assets 2020: $2,225,158Liabilities 2020: $124Net Assets 2020: $2,225,0342020Assets 2021: $2,464,161Liabilities 2021: $0Net Assets 2021: $2,464,1612021Assets 2022: $2,782,739Liabilities 2022: $0Net Assets 2022: $2,782,7392022Assets 2023: $3,152,708Liabilities 2023: $0Net Assets 2023: $3,152,7082023Assets 2024: $3,915,763Liabilities 2024: $0Net Assets 2024: $3,915,7632024

Highlighted filing

2024

Assets$3,915,763
Liabilities$0
Net Assets$3,915,763
Open 2024 Filing

Operations Trend

Revenue Growth69th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2014: $3,241,758Expenses 2014: $3,361,809Net Income 2014: -$120,0512014Revenue 2015: $4,191,252Expenses 2015: $3,877,266Net Income 2015: $313,9862015Revenue 2016: $3,679,676Expenses 2016: $3,853,804Net Income 2016: -$174,1282016Revenue 2017: $3,548,218Expenses 2017: $3,647,405Net Income 2017: -$99,1872017Revenue 2018: $3,749,029Expenses 2018: $3,519,962Net Income 2018: $229,0672018Revenue 2019: $3,669,141Expenses 2019: $3,628,054Net Income 2019: $41,0872019Revenue 2020: $5,034,825Expenses 2020: $4,538,647Net Income 2020: $496,1782020Revenue 2021: $4,806,291Expenses 2021: $4,567,164Net Income 2021: $239,1272021Revenue 2022: $6,060,759Expenses 2022: $5,742,181Net Income 2022: $318,5782022Revenue 2023: $7,272,646Expenses 2023: $6,902,677Net Income 2023: $369,9692023Revenue 2024: $7,721,177Expenses 2024: $6,958,122Net Income 2024: $763,0552024

Highlighted filing

2024

Revenue$7,721,177
Expenses$6,958,122
Net Income$763,055
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$3,915,763
Liabilities
$0
Net assets
$3,915,763
Revenue
$7,721,177
Expenses
$6,958,122
Net income
$763,055
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.92$0.00$3.92$7.72$6.96$0.76
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.15$0.00$3.15$7.27$6.90$0.37
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.78$0.00$2.78$6.06$5.74$0.32
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.46$0.00$2.46$4.81$4.57$0.24
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.23$0.00$2.23$5.03$4.54$0.50
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.73$0.00$1.73$3.67$3.63$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$0.00$1.69$3.75$3.52$0.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.00$1.46$3.55$3.65$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.00$1.56$3.68$3.85$0.17
2015Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$4.19$3.88$0.31
2014Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$3.24$3.36$0.12
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 27, 2023
Return Version
2022v5.0
Gross Receipts
$6,060,759
Mission and Program Overview

Mission

VACATION BENEFIT PLAN

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,464,161$2,782,739▲ $318,578
Savings and Temporary Cash Investments$1,952,587$2,252,318▲ $299,731
Accounts Receivable$511,574$530,421▲ $18,847
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,464,161$2,782,739▲ $318,578
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,464,161$2,782,739▲ $318,578
Total Liabilities and Net Assets / Fund Balance$2,464,161$2,782,739▲ $318,578
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
David RowlandTrustee
James SanchezTrustee
Michael LustigTrustee
Ron MartinTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,055,043
Investment Income
$5,716
Other Revenue
$0
Change in Net Assets
$318,578

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,998,044
Revenue Not Reported on Financial Statements
$62,715
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$62,715
Total Revenue per Audited Statements
$5,998,044
Total Revenue per Form 990
$6,060,759
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$82,910
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---$5,659,271
Other Expenses---$62,715
Fees for Services Accounting---$15,000
Fees for Services Legal---$3,386
Office Expenses---$1,614
Insurance---$195
Total Functional Expenses$0$0$0$5,742,181

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,742,181
Expenses per Audited Statements$5,679,466
Total Expenses per Audited Statements$5,679,466
Expenses Not Reported on Financial Statements$62,715
Other Expense Adjustments$62,715
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
Yes
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“There is no committee with authority to act on behalf of the governing body.”

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

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

Form 990, Part VI, Section C, Line 19

“The governing documents and financial statements are available upon request at the address of the organization.”

Filing and Contact Details

Filer

Filer Name
Annual Benefit Fund Local 702
EIN
37-1039499
Phone
6189322102
Address
106 N MONROE, WEST FRANKFORT, IL 62896

Signing Officer

Name
Michael Lustig
Title
Trustee
Phone
6189322102
Signed
2023-10-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Lustig
Formed
1973
Legal Domicile
Il
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Legacy Professionals Llp
Address
4 WESTBROOK CORP CENTER 700, WESTCHESTER, IL 60154
Preparer
Adam Simaga
Phone
3123680500
Supplemental Narrative

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 periods in progress.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“TRANSFER TO COPE 62,715.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“TRANSFER TO COPE 62,715.”

Raw XML Appendix289 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsReceivableGrp/BOYAmt0511574
IRS990/AccountsReceivableGrp/EOYAmt0530421
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0VACATION BENEFIT PLAN
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt05659271
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum06189322102
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0106 N MONROE
IRS990/BooksInCareOfDetail/USAddress/CityNm0WEST FRANKFORT
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd062896
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt05659271
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt05716
IRS990/CYOtherExpensesAmt082910
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt06055043
IRS990/CYRevenuesLessExpensesAmt0318578
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt05742181
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt06060759
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO PROVIDE VACATION INCOME TO PARTICIPANTS BASED ON PARTICIPANT CONTRIBUTIONS IN ACCORDANCE WITH CONTRIBUTION RATES SET IN COLLECTIVE BARGAINING AGREEMENTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt015000
IRS990/FeesForServicesLegalGrp/TotalAmt03386
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0JAMES SANCHEZ
IRS990/Form990PartVIISectionAGrp/PersonNm1MICHAEL LUSTIG
IRS990/Form990PartVIISectionAGrp/PersonNm2RON MARTIN
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVID ROWLAND
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01973
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt06060759
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt0195
IRS990/InvestmentIncomeGrp/ExclusionAmt05716
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05716
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IL
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0VACATION BENEFIT PLAN
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02464161
IRS990/NetAssetsOrFundBalancesEOYAmt02782739
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt01614
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0TRANSFER TO COPE
IRS990/OtherExpensesGrp/TotalAmt062715
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd01
IRS990/PrincipalOfficerNm0MICHAEL LUSTIG
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0PARTICIPANT CONTRIBUTI
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06055043
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06055043
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt04494590
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt09469
IRS990/PYOtherExpensesAmt072574
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt04796822
IRS990/PYRevenuesLessExpensesAmt0239127
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt04567164
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04806291
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0318578
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02464161
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02782739
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01952587
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02252318
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/Section527PoliticalOrgGrp/ContributionsRcvdDlvrAmt062715
IRS990ScheduleC/Section527PoliticalOrgGrp/EIN0526147771
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt0IBEW COPE FUND
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt08174 CASS AVENUE
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm0DARIEN
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd060561
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt062715
IRS990ScheduleD/ExpensesSubtotalAmt05679466
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesNotIncludedAmt062715
IRS990ScheduleD/OtherRevenuesNotIncludedAmt062715
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt062715
IRS990ScheduleD/RevenueSubtotalAmt05998044
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 PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1TRANSFER TO COPE 62,715.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2TRANSFER TO COPE 62,715.
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/TotalExpensesPerForm990Amt05742181
IRS990ScheduleD/TotalRevenuePerForm990Amt06060759
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05998044
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05679466
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE IS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES PRIOR TO FILING. AFTER THE BOARDS' REVIEW, THE FORM IS APPROVED AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE ADDRESS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02464161
IRS990/TotalAssetsEOYAmt02782739
IRS990/TotalAssetsGrp/BOYAmt02464161
IRS990/TotalAssetsGrp/EOYAmt02782739
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt05742181
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02464161
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02782739
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt06055043
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt05716
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06055043
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06060759
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02464161
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02782739
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0106 N MONROE
IRS990/USAddress/CityNm0WEST FRANKFORT
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd062896
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL LUSTIG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06189322102
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANNUAL BENEFIT FUND LOCAL 702
ReturnHeader/Filer/BusinessNameControlTxt0INTE
ReturnHeader/Filer/EIN0371039499
ReturnHeader/Filer/PhoneNum06189322102
ReturnHeader/Filer/USAddress/AddressLine1Txt0106 N MONROE
ReturnHeader/Filer/USAddress/CityNm0WEST FRANKFORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd062896
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320043599
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEGACY PROFESSIONALS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04 WESTBROOK CORP CENTER 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060154
ReturnHeader/PreparerPersonGrp/PhoneNum03123680500
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ADAM SIMAGA
ReturnHeader/ReturnTs02023-10-27T15:15:54-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LUSTIG
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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