Civic Intelligence

Plumbers Local No 98 Insurance Fund

990 • Fiscal year 2018 • EIN 38-6447251

Sep 01, 2017 to Aug 31, 2018 • Filed on Jul 10, 2019

Refreshing map…

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

33rd percentile

0.00x

Higher debt load relative to assets than 33% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2018

Net Margin

12th percentile

-12%

Higher net margin than 12% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

65th percentile

$103,790

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2018

Asset Growth

28th percentile

-6.5%

Faster asset growth than 28% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

24th percentile

-3.3%

Faster revenue growth than 24% of similar nonprofits.

2018 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Assets

Down

$19,982,109

Down $1,393,959 (-6.5%) from 2017

Net Assets

Down

$19,904,905

Down $1,386,123 (-6.5%) from 2017

Liabilities

Down

$77,204

Down $7,836 (-9.2%) from 2017

Revenue

Down

$15,728,348

Down $529,710 (-3.3%) from 2017

Expenses

Up

$17,654,787

Up $2,158,826 (+14%) from 2017

Net Income

Down

-$1,926,439

Down $2,688,536 (-353%) from 2017

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2010: $3,761,657Liabilities 2010: $43,885Net Assets 2010: $3,717,7722010Assets 2011: $11,903,792Liabilities 2011: $35,592Net Assets 2011: $11,868,2002011Assets 2012: $18,201,372Liabilities 2012: $49,301Net Assets 2012: $18,152,0712012Assets 2013: $21,150,197Liabilities 2013: $48,170Net Assets 2013: $21,102,0272013Assets 2014: $23,042,964Liabilities 2014: $70,847Net Assets 2014: $22,972,1172014Assets 2015: $21,334,656Liabilities 2015: $53,383Net Assets 2015: $21,281,2732015Assets 2016: $19,953,061Liabilities 2016: $73,956Net Assets 2016: $19,879,1052016Assets 2017: $21,376,068Liabilities 2017: $85,040Net Assets 2017: $21,291,0282017Assets 2018: $19,982,109Liabilities 2018: $77,204Net Assets 2018: $19,904,9052018Assets 2019: $18,614,246Liabilities 2019: $105,557Net Assets 2019: $18,508,6892019Assets 2020: $20,825,151Liabilities 2020: $106,379Net Assets 2020: $20,718,7722020Assets 2021: $23,353,131Liabilities 2021: $106,268Net Assets 2021: $23,246,8632021Assets 2022: $21,054,368Liabilities 2022: $151,807Net Assets 2022: $20,902,5612022Assets 2023: $21,963,610Liabilities 2023: $110,851Net Assets 2023: $21,852,7592023Assets 2024: $25,974,468Liabilities 2024: $92,892Net Assets 2024: $25,881,5762024

Highlighted filing

2018

Assets$19,982,109
Liabilities$77,204
Net Assets$19,904,905

Operations Trend

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

$20M$10M$0-$10MRevenue 2010: $12,874,556Expenses 2010: $11,609,904Net Income 2010: $1,264,6522010Expenses 2011: $8,811,6382011Expenses 2012: $9,651,8562012Revenue 2013: $12,931,542Expenses 2013: $9,981,586Net Income 2013: $2,949,9562013Revenue 2014: $13,446,861Expenses 2014: $11,576,771Net Income 2014: $1,870,0902014Revenue 2015: $14,403,558Expenses 2015: $14,029,245Net Income 2015: $374,3132015Revenue 2016: $13,208,483Expenses 2016: $16,006,415Net Income 2016: -$2,797,9322016Revenue 2017: $16,258,058Expenses 2017: $15,495,961Net Income 2017: $762,0972017Revenue 2018: $15,728,348Expenses 2018: $17,654,787Net Income 2018: -$1,926,4392018Revenue 2019: $14,682,274Expenses 2019: $16,978,789Net Income 2019: -$2,296,5152019Revenue 2020: $16,423,063Expenses 2020: $14,108,770Net Income 2020: $2,314,2932020Revenue 2021: $17,830,700Expenses 2021: $16,473,853Net Income 2021: $1,356,8472021Revenue 2022: $14,696,130Expenses 2022: $15,049,775Net Income 2022: -$353,6452022Revenue 2023: $16,261,019Expenses 2023: $14,622,655Net Income 2023: $1,638,3642023Revenue 2024: $17,059,470Expenses 2024: $16,174,191Net Income 2024: $885,2792024

Highlighted filing

2018

Revenue$15,728,348
Expenses$17,654,787
Net Income-$1,926,439
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Jul 10, 2019
Return Version
2017v2.2
Gross Receipts
$24,357,174
Mission and Program Overview

Mission

Providing health and welfare benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$21,291,028$19,904,905▼ $1,386,123
Investments in Publicly Traded Securities$18,109,561$16,964,309▼ $1,145,252
Accounts Receivable$1,342,601$1,347,840▲ $5,239
Cash and Non-Interest-Bearing Accounts$1,501,473$1,201,007▼ $300,466
Prepaid Expenses and Deferred Charges$235,293$279,811▲ $44,518
Savings and Temporary Cash Investments$162,277$168,120▲ $5,843
Land, Buildings, and Equipment, Net$19,697$15,856▼ $3,841
Inventories for Sale or Use$5,166$5,166→ $0
Total Assets$21,376,068$19,982,109▼ $1,393,959
Liabilities
Accounts Payable and Accrued Expenses$85,040$77,204▼ $7,836
Total Liabilities$85,040$77,204▼ $7,836
Net Assets / Fund Balance
Total Net Assets Fund Balance$21,291,028$19,904,905▼ $1,386,123
Total Liabilities and Net Assets / Fund Balance$21,376,068$19,982,109▼ $1,393,959

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$12,577$13,309-
Equipment$3,279$16,444-
Compensation and Service Providers

Employees

NameTitleOtherTotal
Dan NixonSecretary$103,790$103,790
Larry DelehantTrustee$98,130$98,130
Jon DerooTrustee$97,580$97,580

Board Members and Trustees

NameTitle
Carl EvansTrustee
Christopher FreemanTrustee
John R GreenChariman
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$15,306,156
Investment Income
$422,192
Other Revenue
$0
Change in Net Assets
$-1,926,439

Audited Revenue Reconciliation

Revenue per Audited Statements
$15,728,348
Revenue Not Reported on Form 990
$540,316
Total Revenue per Audited Statements
$16,268,664
Total Revenue per Form 990
$15,728,348
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,929,997
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$15,724,790--$15,724,790
All Other Expenses-$940,851-$940,851
Fees for Services Legal-$70,227-$70,227
Other Expenses-$57,975-$57,975
Office Expenses-$51,647-$51,647
Fees for Service Investment Mgmnt Fees-$34,579-$34,579
Conferences and Meetings-$22,321-$22,321
Fees for Services Accounting-$11,760-$11,760
Depreciation Depletion-$7,341-$7,341
Information Technology-$1,800-$1,800
Total Functional Expenses$15,724,790$1,929,997$0$17,654,787

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$17,654,787
Total Expenses per Audited Statements$17,654,787
Total Expenses per Form 990$17,654,787
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Plumbers Local No 98 Insurance Fund
EIN
38-6447251
Phone
2488139800
Address
700 TOWER DRIVE, TROY, MI 48098-2808

Signing Officer

Name
Carlo Castiglione
Title
Trustee
Phone
2488139800
Signed
2019-07-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carlo Castiglione
Formed
1982
Legal Domicile
Mi
Voting Board Members
6
Independent Board Members
6
Employees
44
Volunteers
0

Preparer

Firm
Walter Boesky & Associates Pc
Address
17320 WEST 12 MILE ROAD STE 200, SOUTHFIELD, MI 48076-2105
Preparer
Paul Walter CPA
Phone
2485594750
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

Once form is prepared by taxpreparer it is forwarded to trustees for review and submission.

Pt VI, Line 19

Info is available upon request at office.

Pt XII, Line 1

The organization books are kept on an accrual basis.

Form 990, Part IX, Line 24E

ERISA BOND 126. 126.

Form 990, Part IX, Line 24E

Fiduciary insurance 15283. 15283.

Form 990, Part IX, Line 24E

Health clinic admin fees 829249. 829249.

Form 990, Part IX, Line 24E

Health clinic lab fees 34220. 34220.

Form 990, Part IX, Line 24E

Health clinic incentives 15581. 15581.

Form 990, Part IX, Line 24E

Health clinic supplies 30495. 30495.

Form 990, Part IX, Line 24E

Funding jac 15897. 15897.

Raw XML AppendixShowing 400 of 1,434 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt085040
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt077204
IRS990/AccountsReceivableGrp/BOYAmt01342601
IRS990/AccountsReceivableGrp/EOYAmt01347840
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDING HEALTH AND WELFARE BENEFITS
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0940851
IRS990/AllOtherExpensesGrp/TotalAmt0940851
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/ProgramServicesAmt015724790
IRS990/BenefitsToMembersGrp/TotalAmt015724790
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BENESYS INC
IRS990/BooksInCareOfDetail/PhoneNum02488139800
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0700 TOWER DRIVE 300
IRS990/BooksInCareOfDetail/USAddress/CityNm0TROY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0480982808
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt01501473
IRS990/CashNonInterestBearingGrp/EOYAmt01201007
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt022321
IRS990/ConferencesMeetingsGrp/TotalAmt022321
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt015724790
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0422192
IRS990/CYOtherExpensesAmt01929997
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt015306156
IRS990/CYRevenuesLessExpensesAmt0-1926439
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt017654787
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt015728348
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt07341
IRS990/DepreciationDepletionGrp/TotalAmt07341
IRS990/Desc0HOSPITAL, MEDICAL, DENTAL, LIFE, VISION, HEARING, RX, DISABILITY AND OTHER SUPPLEMENTAL BENEFITS PAID TO OR ON BEHALF OF MEMBERS OF PLUMBERS LOCAL NO 98 AND THEIR DEPENDANTS AND BENEFICIARIES
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt044
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt015724790
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt011760
IRS990/FeesForServicesAccountingGrp/TotalAmt011760
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt070227
IRS990/FeesForServicesLegalGrp/TotalAmt070227
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt034579
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt034579
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
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/PersonNm0JOHN R GREEN
IRS990/Form990PartVIISectionAGrp/PersonNm1JON DEROO
IRS990/Form990PartVIISectionAGrp/PersonNm2CHRISTOPHER FREEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm3DAN NIXON
IRS990/Form990PartVIISectionAGrp/PersonNm4LARRY DELEHANT
IRS990/Form990PartVIISectionAGrp/PersonNm5CARL EVANS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt197580
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3103790
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt498130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHARIMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0162132
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt08790958
IRS990/GrossReceiptsAmt024357174
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt06
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01800
IRS990/InformationTechnologyGrp/TotalAmt01800
IRS990/InventoriesForSaleOrUseGrp/BOYAmt05166
IRS990/InventoriesForSaleOrUseGrp/EOYAmt05166
IRS990/InvestmentIncomeGrp/ExclusionAmt0260060
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0260060
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt018109561
IRS990/InvestmentsPubTradedSecGrp/EOYAmt016964309
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt029753
IRS990/LandBldgEquipBasisNetGrp/BOYAmt019697
IRS990/LandBldgEquipBasisNetGrp/EOYAmt015856
IRS990/LandBldgEquipCostOrOtherBssAmt045609
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt08628826
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDING HEALTH AND WELFARE BENEFITS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt021291028
IRS990/NetAssetsOrFundBalancesEOYAmt019904905
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0162132
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0162132
IRS990/NetUnrlzdGainsLossesInvstAmt0540316
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt051647
IRS990/OfficeExpensesGrp/TotalAmt051647
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0BANK FEES
IRS990/OtherExpensesGrp/Desc1BENEFIT ADMINISTRATION
IRS990/OtherExpensesGrp/Desc2ADMINSTRATION FEES
IRS990/OtherExpensesGrp/Desc3CONSULTING FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt013261
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1602801
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2115434
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt357975
IRS990/OtherExpensesGrp/TotalAmt013261
IRS990/OtherExpensesGrp/TotalAmt1602801
IRS990/OtherExpensesGrp/TotalAmt2115434
IRS990/OtherExpensesGrp/TotalAmt357975
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0235293
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0279811
IRS990/PrincipalOfficerNm0CARLO CASTIGLIONE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1LEIN SETTLEMENT
IRS990/ProgramServiceRevenueGrp/Desc2STOP LOSS REIMBURSEMENT
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt015304979
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11177
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt013543316
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0279176
IRS990/PYOtherExpensesAmt01952645
IRS990/PYProgramServiceRevenueAmt015978882
IRS990/PYRevenuesLessExpensesAmt0762097
IRS990/PYTotalExpensesAmt015495961
IRS990/PYTotalRevenueAmt016258058
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-1926439
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt015306156
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt021291028
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt019904905
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0162277
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0168120
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt03279
IRS990ScheduleD/EquipmentGrp/DepreciationAmt016444
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt019723
IRS990ScheduleD/ExpensesSubtotalAmt017654787
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0540316
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt012577
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt013309
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt025886
IRS990ScheduleD/RevenueNotReportedAmt0540316
IRS990ScheduleD/RevenueSubtotalAmt015728348
IRS990ScheduleD/TotalBookValueLandBuildingsAmt015856
IRS990ScheduleD/TotalExpensesPerForm990Amt017654787
IRS990ScheduleD/TotalRevenuePerForm990Amt015728348
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt016268664
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt017654787
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ONCE FORM IS PREPARED BY TAXPREPARER IT IS FORWARDED TO TRUSTEES FOR REVIEW AND SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INFO IS AVAILABLE UPON REQUEST AT OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION BOOKS ARE KEPT ON AN ACCRUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ERISA BOND 126. 126.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FIDUCIARY INSURANCE 15283. 15283.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5HEALTH CLINIC ADMIN FEES 829249. 829249.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6HEALTH CLINIC LAB FEES 34220. 34220.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7HEALTH CLINIC INCENTIVES 15581. 15581.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8HEALTH CLINIC SUPPLIES 30495. 30495.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9FUNDING JAC 15897. 15897.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt XII, Line 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd3false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd4false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd5false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd6false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd7false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd8false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd9false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd11false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd12false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd13false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd14false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd15false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd16false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd17false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd18false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd19false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd20false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd21false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd22false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd23false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd24false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd25false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd26false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd27false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd28false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd29false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd30false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd31false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd32false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd33false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd34false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd35false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd36false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd37false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd38false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd39false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd40false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd41false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd42false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd43false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd44false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd45false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd46false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd47false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd48false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd49false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd50false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd51false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd52false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd53false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd54false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd55false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd56false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd57false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd58false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd59false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd60false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd61false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd62false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd63false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd64false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd65false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd66false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd67false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd68false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd69false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd70false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd71false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd72false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd73false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd74false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd75false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd76false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd77false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd78false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0NO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt1NO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt2NO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt3NO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt4NO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt5NO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt6NO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt7NO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt8NO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt9NO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt10NO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt11NO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt12NO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt13NO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt14NO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt15NO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt16NO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt17NO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt18NO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt19NO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt20NO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt21NO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt22NO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt23NO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt24NO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt25NO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt26NO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt27NO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt28NO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt29NO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt30NO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt31NO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt32NO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt33NO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt34NO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt35NO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt36NO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt37NO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt38NO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt39NO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt40NO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt41NO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt42NO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt43NO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt44NO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt45NO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt46NO

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.0$0.09$25.9$17.1$16.2$0.89
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.0$0.11$21.9$16.3$14.6$1.64
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.1$0.15$20.9$14.7$15.0$0.35
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.4$0.11$23.2$17.8$16.5$1.36
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.8$0.11$20.7$16.4$14.1$2.31
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.6$0.11$18.5$14.7$17.0$2.30
2018Detailed filing. Detailed filing data is available for this year.$20.0$0.08$19.9$15.7$17.7$1.93
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.4$0.09$21.3$16.3$15.5$0.76
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.0$0.07$19.9$13.2$16.0$2.80
2015Detailed filing. Detailed filing data is available for this year.$21.3$0.05$21.3$14.4$14.0$0.37
2014Detailed filing. Detailed filing data is available for this year.$23.0$0.07$23.0$13.4$11.6$1.87
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.2$0.05$21.1$12.9$9.98$2.95
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.2$0.05$18.2$9.65
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.9$0.04$11.9$8.81
2010Summary only. Only limited summary data is available for this year.$3.76$0.04$3.72$12.9$11.6$1.26