Liabilities / Assets
85th percentile
Higher debt load relative to assets than 85% of similar nonprofits.
990 • Fiscal year 2023 • EIN 37-6046408
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
85th percentile
Higher debt load relative to assets than 85% of similar nonprofits.
Liabilities / Revenue
93rd percentile
Higher debt load relative to revenue than 93% of similar nonprofits.
Net Margin
70th percentile
Higher net margin than 70% of similar nonprofits.
Top Officer Pay
60th percentile
Higher top officer pay than 60% of similar nonprofits.
Top officer pay equals 0.4% of source-year revenue.
Asset Growth
70th percentile
Faster asset growth than 70% of similar nonprofits.
Revenue Growth
73rd percentile
Faster revenue growth than 73% of similar nonprofits.
Assets
Up$57,047,856
Up $6,308,253 (+12%) from 2022
Net Assets
Up$40,727,822
Up $5,556,045 (+16%) from 2022
Liabilities
Up$16,320,034
Up $752,208 (+4.8%) from 2022
Revenue
Up$25,962,094
Up $2,663,289 (+11%) from 2022
Expenses
Down$21,781,230
Down $275,180 (-1.2%) from 2022
Net Income
Up$4,180,864
Up $2,938,469 (+237%) from 2022
Provide health benefits to members per collective bargaining agreement
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $35,171,777 | $40,727,822 | ▲ $5,556,045 |
| Investments in Publicly Traded Securities | $33,857,600 | $36,208,580 | ▲ $2,350,980 |
| Savings and Temporary Cash Investments | $15,108,679 | $18,921,913 | ▲ $3,813,234 |
| Accounts Receivable | $2,641,379 | $2,703,509 | ▲ $62,130 |
| Prepaid Expenses and Deferred Charges | $20,473 | $27,747 | ▲ $7,274 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Cash and Non-Interest-Bearing Accounts | $-888,528 | $-813,893 | ▲ $74,635 |
| Total Assets | $50,739,603 | $57,047,856 | ▲ $6,308,253 |
| Liabilities | |||
| Deferred Revenue | $11,814,594 | $12,302,138 | ▲ $487,544 |
| Accounts Payable and Accrued Expenses | $3,753,232 | $4,017,896 | ▲ $264,664 |
| Total Liabilities | $15,567,826 | $16,320,034 | ▲ $752,208 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $35,171,777 | $40,727,822 | ▲ $5,556,045 |
| Total Liabilities and Net Assets / Fund Balance | $50,739,603 | $57,047,856 | ▲ $6,308,253 |
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Julie Visintine | Adminstrative Manager | FT | $110,000 | $110,000 |
| Name | Title |
|---|---|
| Mark Johnson | Chairman |
| Chad Goldschmidt | Trustee |
| Dale Keller | Trustee |
| David Kelly Brown | Trustee |
| Kenneth Kilian | Trustee |
| Eugene Keeley | Secretary |
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $800,316 |
| Other Expenses | $427,101 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | $20,553,813 | - | - | $20,553,813 |
| Pension Plan Contributions | - | $430,603 | - | $430,603 |
| Other Salaries and Wages | - | $342,356 | - | $342,356 |
| Fees for Services Other | - | $96,819 | - | $96,819 |
| Office Expenses | - | $80,280 | - | $80,280 |
| Fees for Service Investment Mgmnt Fees | - | $58,407 | - | $58,407 |
| Insurance | - | $39,550 | - | $39,550 |
| Fees for Services Accounting | - | $33,169 | - | $33,169 |
| Payroll Taxes | - | $27,357 | - | $27,357 |
| Fees for Services Legal | - | $13,675 | - | $13,675 |
| Other Expenses | - | $10,242 | - | $10,242 |
| Total Functional Expenses | $20,553,813 | $1,227,417 | $0 | $21,781,230 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $21,874,223 |
| Total Expenses per Audited Statements | $21,874,223 |
| Total Expenses per Form 990 | $21,781,230 |
| Expenses Not Reported on Form 990 | $0 |
| Expenses Not Reported on Financial Statements | $-92,993 |
| Other Expense Adjustments | $-92,993 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“Draft of form 990 was provided to board of trustees and administrator for review and approval prior to filing”
“Review on an annual basis any potential or actual conflicts of interest and address if necessary”
“Governing documents, financial statements and form 990 are available at the fund office by request.”
“No change from prior year”
“Dollar value of banked hours used/hra credits used 666,856. Dollar value of banked hours added/hra credits added -1,481,370. Investment expenses net against income 58,407. Change in market value included in investment income -1,375,181.”
“Change in claims payable from the beginning to end of the year -151,400. Investment expenses netted against income 58,407.”
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/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 3753232 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 4017896 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 2641379 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 2703509 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | PROVIDE HEALTH BENEFITS TO MEMBERS PER COLLECTIVE BARGAINING AGREEMENT |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BenefitsToMembersGrp/ProgramServicesAmt | 0 | 20553813 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 20553813 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | JULIE VISINTINE |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 6182337978 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 8 EXECUTIVE WOODS COURT |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | SWANSEA |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | IL |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 62226 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | -888528 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | -813893 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 20553813 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 1289202 |
| IRS990/CYOtherExpensesAmt | 0 | 427101 |
| IRS990/CYOtherRevenueAmt | 0 | 17691 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 24655201 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 4180864 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 800316 |
| IRS990/CYTotalExpensesAmt | 0 | 21781230 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 25962094 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 11814594 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 12302138 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | VARIOUS MEDICAL CLAIMS INCLUDING INSURANCE PREMIUMS AND DEATH BENEFITS |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 9 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/ExpenseAmt | 0 | 20553813 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 33169 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 33169 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 13675 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 13675 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 96819 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 96819 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 58407 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 58407 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | MARK JOHNSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | DAVID KELLY BROWN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | CHAD GOLDSCHMIDT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | EUGENE KEELEY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | DALE KELLER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | KENNETH KILIAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | JULIE VISINTINE |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 110000 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | CHAIRMAN |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | ADMINSTRATIVE MANAGER |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1962 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | -458042 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 6 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 9202074 |
| IRS990/GrossReceiptsAmt | 0 | 35622210 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 6 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 39550 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 39550 |
| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | 1747244 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 1747244 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 33857600 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 36208580 |
| IRS990/IRPDocumentCnt | 0 | 669 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | IL |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 9660116 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | PROVIDE HEALTH BENEFITS TO MEMBERS PER COLLECTIVE BARGAINING AGREEMENT |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 35171777 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 40727822 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | -458042 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | -458042 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 1375181 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 80280 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 80280 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | GENERAL ADMIN - OVERHEA |
| IRS990/OtherExpensesGrp/Desc | 1 | COMPUTER COSTS |
| IRS990/OtherExpensesGrp/Desc | 2 | BANK CHARGES |
| IRS990/OtherExpensesGrp/Desc | 3 | PCORI FEES |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 52787 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 28603 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 13569 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 3 | 10242 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 52787 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 28603 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 13569 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 10242 |
| IRS990/OtherOrganizationDsc | 0 | WELFARE PLAN |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 525100 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | FEES |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 17691 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 17691 |
| IRS990/OtherRevenueTotalAmt | 0 | 17691 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 342356 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 342356 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 27357 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 27357 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt | 0 | 430603 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 430603 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 20473 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 27747 |
| IRS990/PrincipalOfficerNm | 0 | MARK JOHNSON |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 525100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 525100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 525100 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | EMPLOYEE CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | PENALTIES |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 21257836 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 3331542 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 65823 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 21257836 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 3331542 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 65823 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 20827286 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 719787 |
| IRS990/PYOtherExpensesAmt | 0 | 492335 |
| IRS990/PYOtherRevenueAmt | 0 | 65551 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 22513467 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 1242395 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 736789 |
| IRS990/PYTotalExpensesAmt | 0 | 22056410 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 23298805 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 4180864 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 0 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 35171777 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 40727822 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 15108679 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 18921913 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | -92993 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 21874223 |
| IRS990ScheduleD/OtherExpensesNotIncludedAmt | 0 | -92993 |
| IRS990ScheduleD/OtherRevenuesNotIncludedAmt | 0 | -2131288 |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | -2131288 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 28093382 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | DOLLAR VALUE OF BANKED HOURS USED/HRA CREDITS USED 666,856. DOLLAR VALUE OF BANKED HOURS ADDED/HRA CREDITS ADDED -1,481,370. INVESTMENT EXPENSES NET AGAINST INCOME 58,407. CHANGE IN MARKET VALUE INCLUDED IN INVESTMENT INCOME -1,375,181. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | CHANGE IN CLAIMS PAYABLE FROM THE BEGINNING TO END OF THE YEAR -151,400. INVESTMENT EXPENSES NETTED AGAINST INCOME 58,407. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART XI, LINE 4B - OTHER ADJUSTMENTS: |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | PART XII, LINE 4B - OTHER ADJUSTMENTS: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 21781230 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 25962094 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 28093382 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 21874223 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DRAFT OF FORM 990 WAS PROVIDED TO BOARD OF TRUSTEES AND ADMINISTRATOR FOR REVIEW AND APPROVAL PRIOR TO FILING |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | REVIEW ON AN ANNUAL BASIS ANY POTENTIAL OR ACTUAL CONFLICTS OF INTEREST AND ADDRESS IF NECESSARY |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE AT THE FUND OFFICE BY REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | NO CHANGE FROM PRIOR YEAR |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART XII, LINE 2C: |
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| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | LOCAL 520 HEALTH & WELFARE FUND |
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| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | ANDREA SUHRE CPA |
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| ReturnHeader/TaxPeriodEndDt | 0 | 2023-12-31 |
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Displayed year
2023 • Form 990Detailed filing. Detailed filing data is available for this year.