Civic Intelligence

Operating Engineers' Local 324 Health Care Plan

990 • Fiscal year 2019 • EIN 38-1940673

May 01, 2018 to Apr 30, 2019 • Filed on Mar 10, 2020

Organization ProfileWWW.BENESYSINC.COM/BENEFIT/IUOE324FRINGE.ASP

View Organization Page

700 Tower DriveTroy, MI 48098-2808

(248) 813-9800

Siviq Scores

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

Liabilities / Assets

90th percentile

0.71x

Higher debt load relative to assets than 90% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Liabilities / Revenue

91st percentile

0.49x

Higher debt load relative to revenue than 91% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Net Margin

25th percentile

-2.8%

Higher net margin than 25% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Top Officer Pay

69th percentile

$219,835

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Asset Growth

15th percentile

-3.6%

Faster asset growth than 15% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Revenue Growth

35th percentile

1.4%

Faster revenue growth than 35% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$90,363,116

Down $3,343,621 (-3.6%) from 2018

Net Assets

Down

$26,359,826

Down $8,275,354 (-24%) from 2018

Liabilities

Up

$64,003,290

Up $4,931,733 (+8.3%) from 2018

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin25th percentile

Revenue

Up

$130,323,261

Up $1,821,113 (+1.4%) from 2018

Expenses

Up

$133,975,311

Up $10,207,780 (+8.2%) from 2018

Net Income

Down

-$3,652,050

Down $8,386,667 (-177%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$150M$100M$50M$0Assets 2010: $65,634,389Liabilities 2010: $43,576,706Net Assets 2010: $22,057,6832010Assets 2011: $66,992,041Liabilities 2011: $40,762,315Net Assets 2011: $26,229,7262011Assets 2012: $61,696,303Liabilities 2012: $37,984,297Net Assets 2012: $23,712,0062012Assets 2013: $66,841,750Liabilities 2013: $38,703,089Net Assets 2013: $28,138,6612013Assets 2014: $73,504,702Liabilities 2014: $38,711,366Net Assets 2014: $34,793,3362014Assets 2015: $80,893,743Liabilities 2015: $41,190,725Net Assets 2015: $39,703,0182015Assets 2016: $85,713,571Liabilities 2016: $45,516,336Net Assets 2016: $40,197,2352016Assets 2017: $90,660,002Liabilities 2017: $53,964,017Net Assets 2017: $36,695,9852017Assets 2018: $93,706,737Liabilities 2018: $59,071,557Net Assets 2018: $34,635,1802018Assets 2019: $90,363,116Liabilities 2019: $64,003,290Net Assets 2019: $26,359,8262019Assets 2020: $93,827,548Liabilities 2020: $53,484,553Net Assets 2020: $40,342,9952020Assets 2021: $115,791,328Liabilities 2021: $60,985,604Net Assets 2021: $54,805,7242021Assets 2022: $115,540,084Liabilities 2022: $80,662,266Net Assets 2022: $34,877,8182022Assets 2023: $124,805,057Liabilities 2023: $91,398,967Net Assets 2023: $33,406,0902023

Highlighted filing

2019

Assets$90,363,116
Liabilities$64,003,290
Net Assets$26,359,826
Open 2019 Filing

Operations Trend

Revenue Growth35th percentile

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

$150M$100M$50M$0-$50MExpenses 2010: $99,104,6732010Expenses 2011: $95,600,0302011Expenses 2012: $97,117,6542012Revenue 2013: $96,908,658Expenses 2013: $93,830,726Net Income 2013: $3,077,9322013Revenue 2014: $103,702,087Expenses 2014: $97,495,528Net Income 2014: $6,206,5592014Revenue 2015: $109,309,206Expenses 2015: $102,269,713Net Income 2015: $7,039,4932015Revenue 2016: $112,934,211Expenses 2016: $105,515,944Net Income 2016: $7,418,2672016Revenue 2017: $118,057,529Expenses 2017: $117,531,268Net Income 2017: $526,2612017Revenue 2018: $128,502,148Expenses 2018: $123,767,531Net Income 2018: $4,734,6172018Revenue 2019: $130,323,261Expenses 2019: $133,975,311Net Income 2019: -$3,652,0502019Revenue 2020: $130,258,640Expenses 2020: $126,717,120Net Income 2020: $3,541,5202020Revenue 2021: $138,430,695Expenses 2021: $116,047,121Net Income 2021: $22,383,5742021Revenue 2022: $138,853,618Expenses 2022: $136,341,190Net Income 2022: $2,512,4282022Revenue 2023: $146,005,660Expenses 2023: $138,131,555Net Income 2023: $7,874,1052023

Highlighted filing

2019

Revenue$130,323,261
Expenses$133,975,311
Net Income-$3,652,050
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2018 to Apr 30, 2019
Signed
Mar 10, 2020
Return Version
2018v3.1
Gross Receipts
$130,323,261
Mission and Program Overview

Mission

Collection of monies pursuant to collective bargaining agreements for distribution for payment of covered health care, death, and disability benefits to plan participants.

Collection of monies pursuant to collective bargaining agreements for distribution for payment of covered health care, death, and disability benefits to plan participants approx. 9,725 participants benefit under terms of plan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$40,929,053$38,045,260▼ $2,883,793
Cap Stk Tr Prin Current Funds$34,635,180$26,359,826▼ $8,275,354
Investments Other Securities$20,540,891$15,728,674▼ $4,812,217
Accounts Receivable$14,624,172$13,644,093▼ $980,079
Cash and Non-Interest-Bearing Accounts$2,841,044$7,911,195▲ $5,070,151
Savings and Temporary Cash Investments$1,603,012$741,215▼ $861,797
Prepaid Expenses and Deferred Charges-$5,618-
Land, Buildings, and Equipment, Net$3,832$4,579▲ $747
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$93,706,737$90,363,116▼ $3,343,621
Other Assets Total$13,164,733$14,282,482▲ $1,117,749
Liabilities
Other Liabilities$58,589,204$63,457,015▲ $4,867,811
Accounts Payable and Accrued Expenses$482,353$546,275▲ $63,922
Total Liabilities$59,071,557$64,003,290▲ $4,931,733
Net Assets / Fund Balance
Total Net Assets Fund Balance$34,635,180$26,359,826▼ $8,275,354
Total Liabilities and Net Assets / Fund Balance$93,706,737$90,363,116▼ $3,343,621

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,579$474,116$478,695
Other Assets Org$9,722,451--
Other Securities$15,728,674--
Compensation and Service Providers
Top Officer Pay69th percentile

Board Members and Trustees

NameTitle
James OleksinskiChairman
Michael a NystromChairman - Part Year
Bob AdcockTrustee
Dan BooneTrustee
Deven RauTrustee
Kenneth DombrowTrustee
Lisa LauzonTrustee
Me Woodbeck JrTrustee
Michael SmithTrustee
Scott HartTrustee
Robert CoppersmithTrustee - Part Year
Douglas StockwellSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue ShieldClaims Processing600 E LAFAYETTE BLVD, Detroit, MI 48226$3,107,626
Delta DentalClaims ProcessingPO BOX 30416, Lansing, MI 48909$332,238
Benesys INCRecordkeeping Services700 TOWER DRIVE 300, Troy, MI 48098$295,460
Salus Group BenefitsProfessional Services38233 MOUND RD BUILDING F, Sterling Heights, MI 48310$121,480
Finkel Whitefield Selik PCProfessional Services32300 NORTHWESTERN HWY, Farmington Hills, MI 48334$115,302
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$127,349,423
Investment Income
$2,973,838
Other Revenue
$0
Change in Net Assets
$-3,652,050

Audited Revenue Reconciliation

Revenue per Audited Statements
$130,323,261
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$222,967
Total Revenue per Audited Statements
$130,546,228
Total Revenue per Form 990
$130,323,261
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,130,264
Salaries, Compensation, and Employee Benefits$584,144
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$127,260,903
Fees for Services Other---$3,582,567
Other Expenses---$416,020
Other Salaries and Wages---$341,725
Other Employee Benefits---$214,743
Office Expenses---$185,477
Fees for Service Investment Mgmnt Fees---$185,132
Fees for Services Legal---$175,792
Fees for Services Accounting---$150,623
Occupancy---$78,335
Insurance---$58,521
Payroll Taxes---$27,676
Conferences and Meetings---$10,253
Information Technology---$2,400
Depreciation Depletion---$641
Total Functional Expenses$0$0$0$133,975,311

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$133,975,311
Total Expenses per Audited Statements$133,975,311
Total Expenses per Form 990$133,975,311
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

International Summary

Offices
0
Employees
0
Spending
$0

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,Investment-00-
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Reserves for Future Claims$51,000,000
Reserves for Unpaid Claims$7,530,000
Claims Payable$4,700,108
Deferred Revenue - Self Payments$226,907
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 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
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“Five trustees shall be appointed by the international union of operating engineers and shall be designated as union trustees". Each of the five association members shall appoint a trustee and they shall be designated "employer trustees".”

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

“The 990 is reviewed by the cfo before being filed.”

Form 990, Part VI, Section C, Line 19

“Govering documents, policies, and financial statements are available upon request”

Filing and Contact Details

Filer

Filer Name
OPERATING ENGINEERS' LOCAL 324 HEALTH
EIN
38-1940673
Phone
2488139800
Address
700 TOWER DRIVE, TROY, MI 48098-2808

Signing Officer

Name
James Oleksinski
Title
Chairman
Phone
2488139800
Signed
2020-03-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Oleksinski
Formed
1975
Legal Domicile
Mi
Voting Board Members
10
Independent Board Members
4
Employees
256
Volunteers
7

Preparer

Firm
Plante & Moran Pllc
Address
2601 CAMBRIDGE CT STE 500, AUBURN HILLS, MI 48326
Preparer
Lynne Huismann
Phone
2483757100
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“The amount represents the net change in the reserve for unpaid benefits and the reserve for future claims shown as a liability in part i -4,846,271.”

Form 990, Part XII, Line 2C

“No changes were made to the audit oversight and review processes.”

Raw XML AppendixShowing 400 of 1,415 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
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0149110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt285965
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt585965
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6117257
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt7125974
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIRMAN - PART YEAR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE - PART YEAR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01975
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01722622
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01722622
IRS990/GrossReceiptsAmt0130323261
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt01251216
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt01251216
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt02400
IRS990/InsuranceGrp/TotalAmt058521
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt020540891
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt015728674
IRS990/InvestmentsPubTradedSecGrp/BOYAmt040929053
IRS990/InvestmentsPubTradedSecGrp/EOYAmt038045260
IRS990/IRPDocumentCnt0180
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0474116
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03832
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04579
IRS990/LandBldgEquipCostOrOtherBssAmt0478695
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0NONE
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt034635180
IRS990/NetAssetsOrFundBalancesEOYAmt026359826
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01722622
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01722622
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0222967
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt078335
IRS990/OfficeExpensesGrp/TotalAmt0185477
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt013164733
IRS990/OtherAssetsTotalGrp/EOYAmt014282482
IRS990/OtherChangesInNetAssetsAmt0-4846271
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0214743
IRS990/OtherExpensesGrp/Desc0CLAIM ADMIN TAX
IRS990/OtherExpensesGrp/Desc1CONSULTING FEES
IRS990/OtherExpensesGrp/Desc2FIELD COORDINATION
IRS990/OtherExpensesGrp/TotalAmt0715394
IRS990/OtherExpensesGrp/TotalAmt1569109
IRS990/OtherExpensesGrp/TotalAmt2416020
IRS990/OtherLiabilitiesGrp/BOYAmt058589204
IRS990/OtherLiabilitiesGrp/EOYAmt063457015
IRS990/OtherSalariesAndWagesGrp/TotalAmt0341725
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt027676
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05618
IRS990/PrincipalOfficerNm0JAMES OLEKSINSKI
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0PAYMENT FROM EMPLOYERS
IRS990/ProgramServiceRevenueGrp/Desc1SELF PMNTS FROM MEMBERS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0104095322
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt123254101
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0104095322
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt123254101
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0116615547
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02262396
IRS990/PYOtherExpensesAmt06553858
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0126239752
IRS990/PYRevenuesLessExpensesAmt04734617
IRS990/PYSalariesCompEmpBnftPaidAmt0598126
IRS990/PYTotalExpensesAmt0123767531
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0128502148
IRS990/ReconcilationRevenueExpnssAmt0-3652050
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01603012
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0741215
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt04579
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0474116
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0478695
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0133975311
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0222967
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt04459400
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1100625
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt26
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt39722451
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ACCRUED INTEREST RECEIVABLE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2DUE FROM BROKER FOR SECURITIES SOLD
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3INVESTMENTS - CASH
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04700108
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1226907
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt27530000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt351000000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DEFERRED REVENUE - SELF PAYMENTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2RESERVES FOR UNPAID CLAIMS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3RESERVES FOR FUTURE CLAIMS
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt015728674
IRS990ScheduleD/OtherSecuritiesGrp/Desc0COMMINGLED FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/RevenueNotReportedAmt0222967
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0130323261
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04579
IRS990ScheduleD/TotalBookValueOtherAssetsAmt014282482
IRS990ScheduleD/TotalBookValueSecuritiesAmt015728674
IRS990ScheduleD/TotalExpensesPerForm990Amt0133975311
IRS990ScheduleD/TotalLiabilityAmt063457015
IRS990ScheduleD/TotalRevenuePerForm990Amt0130323261
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0130546228
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0133975311
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0INVESTMENT
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd01
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd01
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt00
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0INVESTMENT ACCOUNT LIQUIDATED PRIOR TO YEAR END. ZERO BALANCE AS OF 04/30/2019.
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3, COLUMN F
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt00
IRS990ScheduleF/TransferToForeignCorpInd00
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/CompensationBasedOnRltdOrgsAmt0149110

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$90,363,116
Liabilities
$64,003,290
Net assets
$26,359,826
Revenue
$130,323,261
Expenses
$133,975,311
Net income
-$3,652,050
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$125$91.4$33.4$146$138$7.87
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$116$80.7$34.9$139$136$2.51
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$116$61.0$54.8$138$116$22.4
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$93.8$53.5$40.3$130$127$3.54
2019Detailed filing. Detailed filing data is available for this year.$90.4$64.0$26.4$130$134$3.65
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$93.7$59.1$34.6$129$124$4.73
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$90.7$54.0$36.7$118$118$0.53
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$85.7$45.5$40.2$113$106$7.42
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$80.9$41.2$39.7$109$102$7.04
2014Detailed filing. Detailed filing data is available for this year.$73.5$38.7$34.8$104$97.5$6.21
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$66.8$38.7$28.1$96.9$93.8$3.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$61.7$38.0$23.7$97.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$67.0$40.8$26.2$95.6
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$65.6$43.6$22.1$99.1
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)9 • $100M-$250M nonprofits