Civic Intelligence

Carpenters and Joiners Welfare Fund

990 • Fiscal year 2012 • EIN 41-6024791

Jan 01, 2012 to Dec 31, 2012 • Filed on Sep 12, 2013

Organization ProfileN/A

View Organization Page

3001 Metro Drive No 50055425
Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2012 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

48th percentile

6.5%

Faster asset growth than 48% of similar nonprofits.

2012 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$149,196,123

Up $9,127,451 (+6.5%) from 2011

Net Assets

Up

$148,749,189

Up $8,908,987 (+6.4%) from 2011

Liabilities

Up

$446,934

Up $218,464 (+96%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$83,880,824

Up $14,224,096 (+20%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$400M$300M$200M$100M$0Assets 2010: $113,242,793Liabilities 2010: $113,090Net Assets 2010: $113,129,7032010Assets 2011: $140,068,672Liabilities 2011: $228,470Net Assets 2011: $139,840,2022011Assets 2012: $149,196,123Liabilities 2012: $446,934Net Assets 2012: $148,749,1892012Assets 2013: $167,127,988Liabilities 2013: $1,677,503Net Assets 2013: $165,450,4852013Assets 2014: $185,347,765Liabilities 2014: $3,915,239Net Assets 2014: $181,432,5262014Assets 2015: $184,151,527Liabilities 2015: $4,399,576Net Assets 2015: $179,751,9512015Assets 2016: $186,708,716Liabilities 2016: $3,377,419Net Assets 2016: $183,331,2972016Assets 2017: $200,285,491Liabilities 2017: $4,075,137Net Assets 2017: $196,210,3542017Assets 2018: $202,160,177Liabilities 2018: $5,676,322Net Assets 2018: $196,483,8552018Assets 2019: $285,248,297Liabilities 2019: $8,815,223Net Assets 2019: $276,433,0742019Assets 2020: $288,314,878Liabilities 2020: $5,422,431Net Assets 2020: $282,892,4472020Assets 2021: $314,491,427Liabilities 2021: $5,985,059Net Assets 2021: $308,506,3682021Assets 2022: $304,862,000Liabilities 2022: $13,188,442Net Assets 2022: $291,673,5582022Assets 2023: $341,734,795Liabilities 2023: $14,907,125Net Assets 2023: $326,827,6702023Assets 2024: $349,641,414Liabilities 2024: $11,562,297Net Assets 2024: $338,079,1172024

Highlighted filing

2012

Assets$149,196,123
Liabilities$446,934
Net Assets$148,749,189
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300M$200M$100M$0-$100MExpenses 2010: $58,344,6132010Expenses 2011: $69,656,7282011Expenses 2012: $83,880,8242012Revenue 2013: $104,600,680Expenses 2013: $95,222,429Net Income 2013: $9,378,2512013Revenue 2014: $113,981,823Expenses 2014: $105,373,623Net Income 2014: $8,608,2002014Revenue 2015: $132,053,092Expenses 2015: $122,674,130Net Income 2015: $9,378,9622015Revenue 2016: $134,373,144Expenses 2016: $135,843,084Net Income 2016: -$1,469,9402016Revenue 2017: $146,161,313Expenses 2017: $141,958,290Net Income 2017: $4,203,0232017Revenue 2018: $191,579,057Expenses 2018: $153,309,238Net Income 2018: $38,269,8192018Revenue 2019: $281,339,396Expenses 2019: $224,714,864Net Income 2019: $56,624,5322019Revenue 2020: $215,050,740Expenses 2020: $222,605,214Net Income 2020: -$7,554,4742020Revenue 2021: $228,602,525Expenses 2021: $214,327,235Net Income 2021: $14,275,2902021Revenue 2022: $261,890,084Expenses 2022: $225,512,340Net Income 2022: $36,377,7442022Revenue 2023: $256,942,032Expenses 2023: $234,047,339Net Income 2023: $22,894,6932023Revenue 2024: $261,850,024Expenses 2024: $258,893,783Net Income 2024: $2,956,2412024

Highlighted filing

2012

Revenue-
Expenses$83,880,824
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Sep 12, 2013
Return Version
2012v2.1
Gross Receipts
$117,636,129
Mission and Program Overview

Mission

Provide health and welfare benefits pursuant to a collective bargaining agreement.

Filing and Contact Details

Filer

EIN
41-6024791
Raw XML AppendixShowing 400 of 1,754 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/AccountantCompileOrReview00
IRS990/AccountsPayableAccruedExpenses/BOY0228470
IRS990/AccountsPayableAccruedExpenses/EOY0446934
IRS990/AccountsReceivable/EOY06384721
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0PROVIDE HEALTH AND WELFARE BENEFITS PURSUANT TO A COLLECTIVE BARGAINING AGREEMENT.
IRS990/AddressPrincipalOfficerUS/AddressLine103001 METRO DRIVE NO 500
IRS990/AddressPrincipalOfficerUS/City0BLOOMINGTON
IRS990/AddressPrincipalOfficerUS/State0MN
IRS990/AddressPrincipalOfficerUS/ZIPCode055425
IRS990/AnnualDisclosureCoveredPersons01
IRS990/AuditCommittee01
IRS990/BenefitsPaidToMembersCY080779414
IRS990/BenefitsPaidToMembersPriorYear066651476
IRS990/BenefitsToMembers/Total080779414
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/CapStckTrstPrinCurrentFunds/BOY00
IRS990/CapStckTrstPrinCurrentFunds/EOY00
IRS990/CashNonInterestBearing/BOY00
IRS990/CashNonInterestBearing/EOY00
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther00
IRS990/ConferencesMeetings/Total08408
IRS990/ConflictOfInterestPolicy01
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt00
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine103001 METRO DRIVE SUITE 500
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine11PO BOX 64560
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine122087 CLUB HOUSE DRIVE
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine133560 DELTA DENTAL DRIVE
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine14150 SOUTH 5TH ST SUITE 3100
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City0BLOOMINGTON
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City1ST PAUL
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City2LILLIAN
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City3EAGAN
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City4MINNEAPOLIS
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State0MN
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State1MN
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State2AL
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State3MN
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State4MN
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode055425
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode1551640560
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode236549
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode3551223166
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode455402
IRS990/ContractorCompensation/Compensation02471675
IRS990/ContractorCompensation/Compensation11122488
IRS990/ContractorCompensation/Compensation2207152
IRS990/ContractorCompensation/Compensation3184660
IRS990/ContractorCompensation/Compensation4118703
IRS990/ContractorCompensation/DescriptionOfServices0PLAN ADMINISTRATOR
IRS990/ContractorCompensation/DescriptionOfServices1CLAIMS PROCESSOR
IRS990/ContractorCompensation/DescriptionOfServices2HEALTH MANAGEMENT PROGRAM
IRS990/ContractorCompensation/DescriptionOfServices3CLAIMS PROCESSOR
IRS990/ContractorCompensation/DescriptionOfServices4ATTORNEY
IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine10WILSON-MCSHANE CORPORATION
IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine11BLUE CROSS BLUE SHIELD OF MINNESOTA
IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine12HEALTH SYSTEMS MANAGEMENT
IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine13DELTA DENTAL
IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine14ANDERSON HELGEN DAVIS & NISSENLLC
IRS990/ContributionsGrantsCurrentYear00
IRS990/ContributionsGrantsPriorYear00
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties00
IRS990/DescribedIn501C300
IRS990/Description0SELF-FUNDED BENEFITS FOR APPROXIMATELY 9,605 UNION MEMBERS AND THEIR DEPENDENTS.
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy00
IRS990/DonorAdvisedFunds00
IRS990/DoNotFollowSFAS1170X
IRS990/ElectionOfBoardMembers00
IRS990/EmploymentTaxReturnsFiled01
IRS990/FamilyOrBusinessRelationship00
IRS990/FederalGrantAuditRequired00
IRS990/FeesForServicesAccounting/Total037473
IRS990/FeesForServicesInvstMgmntFees/Total089030
IRS990/FeesForServicesLegal/Total0118703
IRS990/FeesForServicesOther/Total0377801
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek01.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek11.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek21.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek31.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek41.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek51.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek61.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek71.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek81.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek91.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek101.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated06.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated14.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated24.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated34.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated44.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated56.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated64.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated74.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated86.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated94.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated106.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector6X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector7X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector8X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector9X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector10X
IRS990/Form990PartVIISectionA/NamePerson0MERT SUMMERS
IRS990/Form990PartVIISectionA/NamePerson1THOMAS PERRIER
IRS990/Form990PartVIISectionA/NamePerson2BURT JOHNSON
IRS990/Form990PartVIISectionA/NamePerson3TIM MCGOUGH
IRS990/Form990PartVIISectionA/NamePerson4DAVE HAMILTON
IRS990/Form990PartVIISectionA/NamePerson5BILL GRIMM
IRS990/Form990PartVIISectionA/NamePerson6PETER DONNINO
IRS990/Form990PartVIISectionA/NamePerson7TOM PANEK
IRS990/Form990PartVIISectionA/NamePerson8PATRICK NILSEN
IRS990/Form990PartVIISectionA/NamePerson9JOHN NESSE
IRS990/Form990PartVIISectionA/NamePerson10JOHN RAINES
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/Officer2X
IRS990/Form990PartVIISectionA/Officer3X
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/OtherCompensation60
IRS990/Form990PartVIISectionA/OtherCompensation70
IRS990/Form990PartVIISectionA/OtherCompensation80
IRS990/Form990PartVIISectionA/OtherCompensation90
IRS990/Form990PartVIISectionA/OtherCompensation100
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization60
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization70
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization80
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization90
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization100
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs70
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs80
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs90
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs100
IRS990/Form990PartVIISectionA/Title0TRUSTEE/ALTERNATE SECRETARY
IRS990/Form990PartVIISectionA/Title1TRUSTEE
IRS990/Form990PartVIISectionA/Title2TRUSTEE
IRS990/Form990PartVIISectionA/Title3CHAIRMAN
IRS990/Form990PartVIISectionA/Title4TRUSTEE/ALTERNATE CHAIRMAN
IRS990/Form990PartVIISectionA/Title5ALTERNATE
IRS990/Form990PartVIISectionA/Title6TRUSTEE
IRS990/Form990PartVIISectionA/Title7ALTERNATE
IRS990/Form990PartVIISectionA/Title8ALTERNATE
IRS990/Form990PartVIISectionA/Title9TRUSTEE
IRS990/Form990PartVIISectionA/Title10TRUSTEE/SECRETARY
IRS990/Form990ProvidedToGoverningBody01
IRS990/FormersListed00
IRS990/FSAudited01
IRS990/FSAuditedBasis/FinancialStatementSeparate0X
IRS990/FundraisingActivities00
IRS990/GainOrLoss/Securities0535469
IRS990/Gaming00
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsAndSimilarAmntsPriorYear00
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations00
IRS990/GrantToRelatedPerson00
IRS990/GrossAmountSalesAssets/Securities031684914
IRS990/GrossReceipts0117636129
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt01
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartVI0X
IRS990/Insurance/Total016983
IRS990/InvestmentIncomeCurrentYear01164075
IRS990/InvestmentIncome/ExclusionAmount0628606
IRS990/InvestmentIncomePriorYear05053422
IRS990/InvestmentIncome/TotalRevenueColumn0628606
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsOtherSecurities/BOY0117932521
IRS990/InvestmentsOtherSecurities/EOY0130085711
IRS990/InvestmentsPubTradedSecurities/BOY04790571
IRS990/LessCostOthBasisSalesExpenses/Securities031149445
IRS990/LoanToOfficerOrDQP01
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders00
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0PROVIDE HEALTH AND WELFARE BENEFITS PURSUANT TO A COLLECTIVE BARGAINING AGREEMENT.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0TIM MCGOUGH
IRS990/NbrIndependentVotingMembers08
IRS990/NbrVotingGoverningBodyMembers08
IRS990/NbrVotingMembersGoverningBody08
IRS990/NetAssetsOrFundBalancesBOY0139840202
IRS990/NetAssetsOrFundBalancesEOY0148749189
IRS990/NetGainOrLossInvestments/ExclusionAmount0535469
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0535469
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109602902
IRS990/NumberIndependentVotingMembers08
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K05
IRS990/NumberOfEmployees087
IRS990/NumberW2GIncluded00
IRS990/OfficeExpenses/Total078565
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c0X
IRS990/OtherExpensePriorYear03005252
IRS990/OtherExpensesCurrentYear03101410
IRS990/OtherExpenses/Description0CLAIMS PROCESSING FEES
IRS990/OtherExpenses/Description1ADMINSTRATIVE FEES
IRS990/OtherExpenses/Description2STIPEND ACCOUNT REIMBUR
IRS990/OtherExpenses/Description3OTHER EXPENSES
IRS990/OtherExpenses/Total01740000
IRS990/OtherExpenses/Total1396000
IRS990/OtherExpenses/Total2198630
IRS990/OtherExpenses/Total339817
IRS990/OtherRevenueCurrentYear00
IRS990/OtherRevenuePriorYear0231400
IRS990/PaidInCapSrplsLandBldgEqpFund/BOY00
IRS990/PaidInCapSrplsLandBldgEqpFund/EOY00
IRS990/PartialLiquidation00
IRS990/PoliticalActivities00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenue/BusinessCode0525100
IRS990/ProgramServiceRevenue/BusinessCode1525100
IRS990/ProgramServiceRevenueCY085322609
IRS990/ProgramServiceRevenue/Description0CONTRIBUTIONS
IRS990/ProgramServiceRevenue/Description1PLAN MERGERS
IRS990/ProgramServiceRevenuePriorYear090613129
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome084522609
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome1800000
IRS990/ProgramServiceRevenue/TotalRevenueColumn084522609
IRS990/ProgramServiceRevenue/TotalRevenueColumn1800000
IRS990/ProhibitedTaxShelterTrans00
IRS990/ReceivablesFromDisqualPersons/BOY07849886
IRS990/ReceivablesFromDisqualPersons/EOY0584549
IRS990/ReconcilationOtherChanges00
IRS990/ReconcilationRevenueExpenses02605860
IRS990/ReconciliationUnrealizedInvest06303127
IRS990/RegularMonitoringEnforcement01
IRS990/RelatedEntity01
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote01
IRS990/ReportInvestOthSecurities01
IRS990/ReportLandBldgEquip00
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities00
IRS990/ReportProgRelInvest00
IRS990/RetainedEarningsEndowmentEtc/BOY0139840202
IRS990/RetainedEarningsEndowmentEtc/EOY0148749189
IRS990/RevenuesLessExpensesCY02605860
IRS990/RevenuesLessExpensesPriorYear026241223
IRS990/SalariesEtcCurrentYear00
IRS990/SalariesEtcPriorYear00
IRS990/SavingsAndTempCashInvestments/BOY09495694
IRS990/SavingsAndTempCashInvestments/EOY012141142
IRS990/ScheduleBRequired00
IRS990ScheduleD/ExpensesNotRptdF99000
IRS990ScheduleD/ExpensesNotRptdOnFinStmt089030
IRS990ScheduleD/ExpensesSubtotal083791794
IRS990ScheduleD/FootnoteInPartXIII0X
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0THE TRUST HAS RECEIVED A TAX EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) STATING THAT THE RESTATED AGREEMENT AND DECLARATION OF TRUST (THE TRUST) IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(9). THE TRUST HAS BEEN AMENDED SINCE RELYING ON THE EXEMPTION LETTER. HOWEVER, THE PLAN SPONSOR BELIEVES THAT THE TRUST IS DESIGNED AND IS CURRENTLY BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA 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 IRS. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2012 AND 2011, 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 CURRENTLY 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 2009.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0PART X, LINE 2:
IRS990ScheduleD/InvestmentExpensesNotIncluded089030
IRS990ScheduleD/InvestmentExpensesNotIncluded2089030
IRS990ScheduleD/NetUnrealizedGainsInvestments06303127
IRS990ScheduleD/OtherSecurities/BookValue0102536333
IRS990ScheduleD/OtherSecurities/BookValue127549378
IRS990ScheduleD/OtherSecurities/Description0SSGA IMTERM. GOV CREDIT BD INDEX CM NL
IRS990ScheduleD/OtherSecurities/Description1NTGI QM COM DAILY S&P 500 TAX EXEMPT
IRS990ScheduleD/OtherSecurities/MethodOfValuation0F
IRS990ScheduleD/OtherSecurities/MethodOfValuation1F
IRS990ScheduleD/RevenueNotRptdF99006303127
IRS990ScheduleD/RevenueNotRptdOnFinStmt089030
IRS990ScheduleD/RevenueSubtotal086397654
IRS990ScheduleD/TotalExpensesPerForm990083880824
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleD/TotalOfBookValueSecurities0130085711
IRS990ScheduleD/TotalRevenuePerForm990086486684
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt083791794
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt092700781
IRS990/ScheduleJRequired00
IRS990ScheduleL/LoanTable/ApprovedByBoard00
IRS990ScheduleL/LoanTable/ApprovedByBoard10
IRS990ScheduleL/LoanTable/ApprovedByBoard20
IRS990ScheduleL/LoanTable/ApprovedByBoard30
IRS990ScheduleL/LoanTable/ApprovedByBoard40
IRS990ScheduleL/LoanTable/ApprovedByBoard50
IRS990ScheduleL/LoanTable/ApprovedByBoard60
IRS990ScheduleL/LoanTable/ApprovedByBoard70
IRS990ScheduleL/LoanTable/ApprovedByBoard80
IRS990ScheduleL/LoanTable/ApprovedByBoard90
IRS990ScheduleL/LoanTable/ApprovedByBoard100
IRS990ScheduleL/LoanTable/ApprovedByBoard110
IRS990ScheduleL/LoanTable/ApprovedByBoard120
IRS990ScheduleL/LoanTable/ApprovedByBoard130
IRS990ScheduleL/LoanTable/ApprovedByBoard140
IRS990ScheduleL/LoanTable/ApprovedByBoard150
IRS990ScheduleL/LoanTable/ApprovedByBoard160
IRS990ScheduleL/LoanTable/ApprovedByBoard170
IRS990ScheduleL/LoanTable/ApprovedByBoard180
IRS990ScheduleL/LoanTable/ApprovedByBoard190
IRS990ScheduleL/LoanTable/ApprovedByBoard200
IRS990ScheduleL/LoanTable/ApprovedByBoard210
IRS990ScheduleL/LoanTable/ApprovedByBoard220
IRS990ScheduleL/LoanTable/ApprovedByBoard230
IRS990ScheduleL/LoanTable/ApprovedByBoard240
IRS990ScheduleL/LoanTable/ApprovedByBoard250
IRS990ScheduleL/LoanTable/ApprovedByBoard260
IRS990ScheduleL/LoanTable/ApprovedByBoard270
IRS990ScheduleL/LoanTable/ApprovedByBoard280
IRS990ScheduleL/LoanTable/ApprovedByBoard290
IRS990ScheduleL/LoanTable/ApprovedByBoard300
IRS990ScheduleL/LoanTable/ApprovedByBoard310
IRS990ScheduleL/LoanTable/ApprovedByBoard320
IRS990ScheduleL/LoanTable/ApprovedByBoard330
IRS990ScheduleL/LoanTable/ApprovedByBoard340
IRS990ScheduleL/LoanTable/ApprovedByBoard350
IRS990ScheduleL/LoanTable/ApprovedByBoard360
IRS990ScheduleL/LoanTable/ApprovedByBoard370
IRS990ScheduleL/LoanTable/ApprovedByBoard380
IRS990ScheduleL/LoanTable/ApprovedByBoard390
IRS990ScheduleL/LoanTable/ApprovedByBoard400
IRS990ScheduleL/LoanTable/ApprovedByBoard410
IRS990ScheduleL/LoanTable/ApprovedByBoard420
IRS990ScheduleL/LoanTable/ApprovedByBoard430
IRS990ScheduleL/LoanTable/ApprovedByBoard440
IRS990ScheduleL/LoanTable/ApprovedByBoard450
IRS990ScheduleL/LoanTable/ApprovedByBoard460
IRS990ScheduleL/LoanTable/ApprovedByBoard470
IRS990ScheduleL/LoanTable/ApprovedByBoard480
IRS990ScheduleL/LoanTable/ApprovedByBoard490
IRS990ScheduleL/LoanTable/ApprovedByBoard500
IRS990ScheduleL/LoanTable/ApprovedByBoard510
IRS990ScheduleL/LoanTable/ApprovedByBoard520
IRS990ScheduleL/LoanTable/ApprovedByBoard530
IRS990ScheduleL/LoanTable/ApprovedByBoard540
IRS990ScheduleL/LoanTable/ApprovedByBoard550
IRS990ScheduleL/LoanTable/ApprovedByBoard560
IRS990ScheduleL/LoanTable/ApprovedByBoard570
IRS990ScheduleL/LoanTable/ApprovedByBoard580
IRS990ScheduleL/LoanTable/ApprovedByBoard590
IRS990ScheduleL/LoanTable/ApprovedByBoard600
IRS990ScheduleL/LoanTable/ApprovedByBoard610
IRS990ScheduleL/LoanTable/ApprovedByBoard620
IRS990ScheduleL/LoanTable/ApprovedByBoard630
IRS990ScheduleL/LoanTable/BalanceDue0554
IRS990ScheduleL/LoanTable/BalanceDue11247
IRS990ScheduleL/LoanTable/BalanceDue26808
IRS990ScheduleL/LoanTable/BalanceDue39401
IRS990ScheduleL/LoanTable/BalanceDue421837
IRS990ScheduleL/LoanTable/BalanceDue5693
IRS990ScheduleL/LoanTable/BalanceDue63552
IRS990ScheduleL/LoanTable/BalanceDue78857
IRS990ScheduleL/LoanTable/BalanceDue845
IRS990ScheduleL/LoanTable/BalanceDue978
IRS990ScheduleL/LoanTable/BalanceDue105007
IRS990ScheduleL/LoanTable/BalanceDue1150571
IRS990ScheduleL/LoanTable/BalanceDue1245269
IRS990ScheduleL/LoanTable/BalanceDue131097
IRS990ScheduleL/LoanTable/BalanceDue1436
IRS990ScheduleL/LoanTable/BalanceDue155
IRS990ScheduleL/LoanTable/BalanceDue163
IRS990ScheduleL/LoanTable/BalanceDue17629

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$149,196,123
Liabilities
$446,934
Net assets
$148,749,189
Revenue
-
Expenses
$83,880,824
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$350$11.6$338$262$259$2.96
2023Detailed filing. Detailed filing data is available for this year.$342$14.9$327$257$234$22.9
2022Detailed filing. Detailed filing data is available for this year.$305$13.2$292$262$226$36.4
2021Detailed filing. Detailed filing data is available for this year.$314$5.99$309$229$214$14.3
2020Detailed filing. Detailed filing data is available for this year.$288$5.42$283$215$223$7.55
2019Detailed filing. Detailed filing data is available for this year.$285$8.82$276$281$225$56.6
2018Detailed filing. Detailed filing data is available for this year.$202$5.68$196$192$153$38.3
2017Detailed filing. Detailed filing data is available for this year.$200$4.08$196$146$142$4.20
2016Detailed filing. Detailed filing data is available for this year.$187$3.38$183$134$136$1.47
2015Detailed filing. Detailed filing data is available for this year.$184$4.40$180$132$123$9.38
2014Detailed filing. Detailed filing data is available for this year.$185$3.92$181$114$105$8.61
2013Detailed filing. Detailed filing data is available for this year.$167$1.68$165$105$95.2$9.38
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$149$0.45$149$83.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$140$0.23$140$69.7
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$113$0.11$113$58.3