Civic Intelligence

Michigan Educ Data Network Assoc Retire Health Benefit Plan & Trust Unit

990 • Fiscal year 2023 • EIN 38-3306252

Sep 01, 2022 to Aug 31, 2023 • Filed on Feb 14, 2024

Organization ProfileN/A

View Organization Page

PO Box 2573East Lansing, MI 48826-2573

(517) 332-7679

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2023 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

19th percentile

0.00x

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

2023 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2023

Net Margin

21st percentile

-4.8%

Higher net margin than 21% of similar nonprofits.

2023 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2023

Asset Growth

38th percentile

4.5%

Faster asset growth than 38% of similar nonprofits.

2023 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

88th percentile

34%

Faster revenue growth than 88% of similar nonprofits.

2023 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$235,250,383

Up $10,067,723 (+4.5%) from 2022

Net Assets

Up

$235,250,383

Up $10,067,723 (+4.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin21st percentile

Revenue

Up

$8,151,749

Up $2,053,941 (+34%) from 2022

Expenses

Up

$8,541,509

Up $224,354 (+2.7%) from 2022

Net Income

Up

-$389,760

Up $1,829,587 (+82%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$300M$200M$100M$0Assets 2010: $98,544,676Liabilities 2010: $0Net Assets 2010: $98,544,6762010Assets 2011: $119,502,331Liabilities 2011: $58,375Net Assets 2011: $119,443,9562011Assets 2012: $133,432,332Liabilities 2012: $0Net Assets 2012: $133,432,3322012Assets 2013: $148,773,368Liabilities 2013: $0Net Assets 2013: $148,773,3682013Assets 2014: $173,619,645Liabilities 2014: $0Net Assets 2014: $173,619,6452014Assets 2015: $166,873,338Liabilities 2015: $51,578Net Assets 2015: $166,821,7602015Assets 2016: $182,233,139Liabilities 2016: $81,347Net Assets 2016: $182,151,7922016Assets 2017: $206,266,947Liabilities 2017: $0Net Assets 2017: $206,266,9472017Assets 2018: $224,450,609Liabilities 2018: $0Net Assets 2018: $224,450,6092018Assets 2019: $218,146,520Liabilities 2019: $95,329Net Assets 2019: $218,051,1912019Assets 2020: $231,453,762Liabilities 2020: $0Net Assets 2020: $231,453,7622020Assets 2021: $269,444,575Liabilities 2021: $0Net Assets 2021: $269,444,5752021Assets 2022: $225,182,660Liabilities 2022: $0Net Assets 2022: $225,182,6602022Assets 2023: $235,250,383Liabilities 2023: $0Net Assets 2023: $235,250,3832023Assets 2024: $264,039,908Liabilities 2024: $1,195,711Net Assets 2024: $262,844,1972024

Highlighted filing

2023

Assets$235,250,383
Liabilities$0
Net Assets$235,250,383
Open 2023 Filing

Operations Trend

Revenue Growth88th percentile

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

$80M$60M$40M$20M$0-$20MExpenses 2010: $67,9612010Expenses 2011: $143,3242011Expenses 2012: $135,3572012Revenue 2013: $3,773,132Expenses 2013: $148,195Net Income 2013: $3,624,9372013Revenue 2014: $3,045,142Expenses 2014: $153,041Net Income 2014: $2,892,1012014Revenue 2015: $5,118,935Expenses 2015: $4,357,206Net Income 2015: $761,7292015Revenue 2016: $61,314,981Expenses 2016: $177,224Net Income 2016: $61,137,7572016Revenue 2017: $4,022,592Expenses 2017: $44,466Net Income 2017: $3,978,1262017Revenue 2018: $10,896,123Expenses 2018: $115,716Net Income 2018: $10,780,4072018Revenue 2019: $11,441,342Expenses 2019: $10,754,175Net Income 2019: $687,1672019Revenue 2020: $27,453,950Expenses 2020: $9,841,645Net Income 2020: $17,612,3052020Revenue 2021: $14,613,662Expenses 2021: $8,785,611Net Income 2021: $5,828,0512021Revenue 2022: $6,097,808Expenses 2022: $8,317,155Net Income 2022: -$2,219,3472022Revenue 2023: $8,151,749Expenses 2023: $8,541,509Net Income 2023: -$389,7602023Revenue 2024: $3,114,305Expenses 2024: $8,781,470Net Income 2024: -$5,667,1652024

Highlighted filing

2023

Revenue$8,151,749
Expenses$8,541,509
Net Income-$389,760
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Feb 14, 2024
Return Version
2022v5.0
Gross Receipts
$32,121,201
Mission and Program Overview

Mission

To provide post-retirement health benefits to eligible retirees and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$225,182,660$235,250,383▲ $10,067,723
Investments Other Securities$223,846,380$235,133,492▲ $11,287,112
Savings and Temporary Cash Investments$1,283,169$19,046▼ $1,264,123
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$225,182,660$235,250,383▲ $10,067,723
Other Assets Total$53,111$97,845▲ $44,734
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$225,182,660$235,250,383▲ $10,067,723
Total Liabilities and Net Assets / Fund Balance$225,182,660$235,250,383▲ $10,067,723

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$235,133,492--
Compensation and Service Providers
Top Officer Pay33rd percentile

Board Members and Trustees

NameTitle
Bruce ReaumeChair
Brett SmithVice Chair
Chandra MadafferiDirector
Earl WimanDirector
Paula HerbartDirector
Ross WilsonDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$8,151,749
Other Revenue
$0
Change in Net Assets
$-389,760

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,028,475
Revenue Not Reported on Financial Statements
$123,274
Revenue Not Reported on Form 990
$10,457,483
Total Revenue per Audited Statements
$18,485,958
Total Revenue per Form 990
$8,151,749
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,541,509
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
Other Expenses---$8,314,583
Fees for Services Legal---$103,652
Fees for Service Investment Mgmnt Fees---$102,008
Insurance---$21,266
Total Functional Expenses$0$0$0$8,541,509

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$8,541,509
Expenses per Audited Statements$8,418,235
Total Expenses per Audited Statements$8,418,235
Expenses Not Reported on Financial Statements$123,274
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
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The form 990 is reviewed by the controller and then sent to the chair for final review. The return is then signed and filed with the irs.”

Form 990, Part VI, Section B, Line 12C

“All directors are required to disclose any conflicts of interest and to notify the board of any conflicts that may arise throughout the year. The conflict of interest policy and disclosures are required to be updated annually.”

Form 990, Part VI, Section C, Line 19

“All information is available upon request.”

Filing and Contact Details

Filer

Filer Name
Mea Messa and Mea Financial Services
EIN
38-3306252
Phone
5173327679
Address
PO BOX 2573, EAST LANSING, MI 48826-2573

Signing Officer

Name
Bruce Reaume
Title
Chair
Phone
5173327679
Signed
2024-02-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bruce Reaume
Formed
1995
Legal Domicile
Mi
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
8

Preparer

Firm
Maner Costerisan Pc
Address
2425 E GRAND RIVER SUITE 1, LANSING, MI 48912-3291
Preparer
Brandy L Mikula CPA
Phone
5173237500
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Accounting principles require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of august 31, 2023, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are no audits for any tax periods in progress. The plan administrator believes it is no longer subject to income tax examinations for years prior to 2021.”

Raw XML Appendix303 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/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE POST-RETIREMENT HEALTH BENEFITS TO ELIGIBLE RETIREES AND THEIR DEPENDENTS.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JEFF KINDINGER
IRS990/BooksInCareOfDetail/PhoneNum05173327679
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 2573
IRS990/BooksInCareOfDetail/USAddress/CityNm0EAST LANSING
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0488262573
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
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IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt08151749
IRS990/CYOtherExpensesAmt08541509
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-389760
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IRS990/CYTotalExpensesAmt08541509
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IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt08151749
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDE CONTRIBUTIONS FOR 1,515 PARTICIPANTS TOWARDS THEIR POST RETIREMENT HEALTH BENEFITS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesLegalGrp/TotalAmt0103652
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0102008
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.25
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0PAULA HERBART
IRS990/Form990PartVIISectionAGrp/PersonNm1CHANDRA MADAFFERI
IRS990/Form990PartVIISectionAGrp/PersonNm2EARL WIMAN
IRS990/Form990PartVIISectionAGrp/PersonNm3ROSS WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm4BRETT SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm5BRUCE REAUME
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01487036
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt025456488
IRS990/GrossReceiptsAmt032121201
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt021266
IRS990/InvestmentIncomeGrp/ExclusionAmt06664713
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06664713
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0223846380
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0235133492
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt023969452
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE POST-RETIREMENT HEALTH BENEFITS TO ELIGIBLE RETIREES AND THEIR DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0225182660
IRS990/NetAssetsOrFundBalancesEOYAmt0235250383
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01487036
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01487036
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt010457483
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt053111
IRS990/OtherAssetsTotalGrp/EOYAmt097845
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0RETIREE HEALTH PREMIUMS
IRS990/OtherExpensesGrp/TotalAmt08314583
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BRUCE REAUME
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherExpensesAmt08317155
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-2219347
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt08317155
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06097808
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-389760
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
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IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt01283169
IRS990/SavingsAndTempCashInvstGrp/EOYAmt019046
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0123274
IRS990ScheduleD/ExpensesSubtotalAmt08418235
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0123274
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0123274
IRS990ScheduleD/NetUnrealizedGainsInvstAmt010457483
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0235133492
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENT - VEBA
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt010457483
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0123274
IRS990ScheduleD/RevenueSubtotalAmt08028475
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF AUGUST 31, 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2021.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0235133492
IRS990ScheduleD/TotalExpensesPerForm990Amt08541509
IRS990ScheduleD/TotalRevenuePerForm990Amt08151749
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt018485958
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt08418235
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE CONTROLLER AND THEN SENT TO THE CHAIR FOR FINAL REVIEW. THE RETURN IS THEN SIGNED AND FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL DIRECTORS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST AND TO NOTIFY THE BOARD OF ANY CONFLICTS THAT MAY ARISE THROUGHOUT THE YEAR. THE CONFLICT OF INTEREST POLICY AND DISCLOSURES ARE REQUIRED TO BE UPDATED ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL INFORMATION IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
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/TotalAssetsBOYAmt0225182660
IRS990/TotalAssetsEOYAmt0235250383
IRS990/TotalAssetsGrp/BOYAmt0225182660
IRS990/TotalAssetsGrp/EOYAmt0235250383
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt08541509
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0225182660
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0235250383
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt08151749
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0235250383
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ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$235,250,383
Liabilities
$0
Net assets
$235,250,383
Revenue
$8,151,749
Expenses
$8,541,509
Net income
-$389,760
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$264$1.20$263$3.11$8.78$5.67
2023Detailed filing. Detailed filing data is available for this year.$235$0.00$235$8.15$8.54$0.39
2022Detailed filing. Detailed filing data is available for this year.$225$0.00$225$6.10$8.32$2.22
2021Detailed filing. Detailed filing data is available for this year.$269$0.00$269$14.6$8.79$5.83
2020Detailed filing. Detailed filing data is available for this year.$231$0.00$231$27.5$9.84$17.6
2019Detailed filing. Detailed filing data is available for this year.$218$0.10$218$11.4$10.8$0.69
2018Summary only. Only limited summary data is available for this year.$224$0.00$224$10.9$0.12$10.8
2017Summary only. Only limited summary data is available for this year.$206$0.00$206$4.02$0.04$3.98
2016Detailed filing. Detailed filing data is available for this year.$182$0.08$182$61.3$0.18$61.1
2015Detailed filing. Detailed filing data is available for this year.$167$0.05$167$5.12$4.36$0.76
2014Detailed filing. Detailed filing data is available for this year.$174$0.00$174$3.05$0.15$2.89
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$149$0.00$149$3.77$0.15$3.62
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$133$0.00$133$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$120$0.06$119$0.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$98.5$0.00$98.5$0.07