Civic Intelligence

Construction Industry Laborers Welfare Fund

EIN 44-0568755 • 501(c)9 • Kansas City, MO

Profile

Provide health & welfare benefits

12200 N Ambassador Drive 400Kansas City, MO 64163

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

55th percentile

0.03x

Higher debt load relative to assets than 55% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

56th percentile

0.07x

Higher debt load relative to revenue than 56% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Net Margin

43rd percentile

1.6%

Higher net margin than 43% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

18th percentile

$0

Higher top officer pay than 18% of similar nonprofits.

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

$100M-$250M nonprofits • Source year 2022

Asset Growth

95th percentile

26%

Faster asset growth than 95% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

24%

Faster revenue growth than 89% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Assets

Up

$188,435,485

Up $38,332,111 (+26%) from 2023

Liabilities

Up

$6,149,844

Up $3,811,602 (+163%) from 2023

Net Assets

Up

$182,285,641

Up $34,520,509 (+23%) from 2023

Revenue

Up

$86,543,222

Up $16,921,480 (+24%) from 2023

Expenses

Up

$85,158,812

Up $16,504,492 (+24%) from 2023

Net Income

Up

$1,384,410

Up $416,988 (+43%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200M$150M$100M$50M$0Assets 2010: $82,098,779Liabilities 2010: $3,372,696Net Assets 2010: $78,726,0832010Assets 2011: $80,680,110Liabilities 2011: $2,088,768Net Assets 2011: $78,591,3422011Assets 2012: $87,617,717Liabilities 2012: $1,538,297Net Assets 2012: $86,079,4202012Assets 2013: $93,250,070Liabilities 2013: $1,387,506Net Assets 2013: $91,862,5642013Assets 2014: $104,790,230Liabilities 2014: $1,253,181Net Assets 2014: $103,537,0492014Assets 2015: $109,746,156Liabilities 2015: $1,024,771Net Assets 2015: $108,721,3852015Assets 2016: $119,864,383Liabilities 2016: $1,530,807Net Assets 2016: $118,333,5762016Assets 2017: $132,631,626Liabilities 2017: $2,836,707Net Assets 2017: $129,794,9192017Assets 2018: $125,616,435Liabilities 2018: $903,160Net Assets 2018: $124,713,2752018Assets 2019: $140,441,485Liabilities 2019: $1,025,711Net Assets 2019: $139,415,7742019Assets 2020: $151,896,140Liabilities 2020: $953,038Net Assets 2020: $150,943,1022020Assets 2021: $159,375,234Liabilities 2021: $2,561,810Net Assets 2021: $156,813,4242021Assets 2022: $136,244,694Liabilities 2022: $1,195,894Net Assets 2022: $135,048,8002022Assets 2023: $150,103,374Liabilities 2023: $2,338,242Net Assets 2023: $147,765,1322023Assets 2024: $188,435,485Liabilities 2024: $6,149,844Net Assets 2024: $182,285,6412024

Highlighted filing

2024

Assets$188,435,485
Liabilities$6,149,844
Net Assets$182,285,641

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100M$50M$0-$50MExpenses 2010: $47,854,6912010Expenses 2011: $43,038,2152011Expenses 2012: $39,567,2292012Revenue 2013: $45,150,088Expenses 2013: $40,145,234Net Income 2013: $5,004,8542013Revenue 2014: $52,454,734Expenses 2014: $43,488,752Net Income 2014: $8,965,9822014Revenue 2015: $52,467,404Expenses 2015: $45,585,387Net Income 2015: $6,882,0172015Revenue 2016: $55,083,503Expenses 2016: $48,893,547Net Income 2016: $6,189,9562016Revenue 2017: $57,989,921Expenses 2017: $53,354,653Net Income 2017: $4,635,2682017Revenue 2018: $74,243,536Expenses 2018: $56,717,726Net Income 2018: $17,525,8102018Revenue 2019: $59,891,705Expenses 2019: $58,278,213Net Income 2019: $1,613,4922019Revenue 2020: $59,729,137Expenses 2020: $58,609,912Net Income 2020: $1,119,2252020Revenue 2021: $60,897,343Expenses 2021: $62,483,687Net Income 2021: -$1,586,3442021Revenue 2022: $62,605,084Expenses 2022: $63,616,271Net Income 2022: -$1,011,1872022Revenue 2023: $69,621,742Expenses 2023: $68,654,320Net Income 2023: $967,4222023Revenue 2024: $86,543,222Expenses 2024: $85,158,812Net Income 2024: $1,384,4102024

Highlighted filing

2024

Revenue$86,543,222
Expenses$85,158,812
Net Income$1,384,410

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$188$6.15$182$86.5$85.2$1.38
2023Detailed filing. Detailed filing data is available for this year.$150$2.34$148$69.6$68.7$0.97
2022Detailed filing. Detailed filing data is available for this year.$136$1.20$135$62.6$63.6$1.01
2021Detailed filing. Detailed filing data is available for this year.$159$2.56$157$60.9$62.5$1.59
2020Detailed filing. Detailed filing data is available for this year.$152$0.95$151$59.7$58.6$1.12
2019Detailed filing. Detailed filing data is available for this year.$140$1.03$139$59.9$58.3$1.61
2018Detailed filing. Detailed filing data is available for this year.$126$0.90$125$74.2$56.7$17.5
2017Detailed filing. Detailed filing data is available for this year.$133$2.84$130$58.0$53.4$4.64
2016Detailed filing. Detailed filing data is available for this year.$120$1.53$118$55.1$48.9$6.19
2015Detailed filing. Detailed filing data is available for this year.$110$1.02$109$52.5$45.6$6.88
2014Detailed filing. Detailed filing data is available for this year.$105$1.25$104$52.5$43.5$8.97
2013Detailed filing. Detailed filing data is available for this year.$93.3$1.39$91.9$45.2$40.1$5.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$87.6$1.54$86.1$39.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$80.7$2.09$78.6$43.0
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$82.1$3.37$78.7$47.9
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$95,962,170
Mission and Program Overview

Mission

Provide health & welfare benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$147,765,132$182,285,641▲ $34,520,509
Investments in Publicly Traded Securities$72,345,703$85,456,119▲ $13,110,416
Investments Other Securities$64,998,759$77,696,187▲ $12,697,428
Savings and Temporary Cash Investments$5,615,793$11,375,626▲ $5,759,833
Accounts Receivable$6,696,993$8,461,210▲ $1,764,217
Cash and Non-Interest-Bearing Accounts$0$3,923,165▲ $3,923,165
Receivables From Officers Etc$123,852$273,919▲ $150,067
Prepaid Expenses and Deferred Charges$41,548$41,548→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$150,103,374$188,435,485▲ $38,332,111
Other Assets Total$280,726$1,207,711▲ $926,985
Liabilities
Other Liabilities$0$3,923,165▲ $3,923,165
Accounts Payable and Accrued Expenses$1,331,566$1,319,978▼ $11,588
Escrow Account Liability$1,006,676$906,701▼ $99,975
Total Liabilities$2,338,242$6,149,844▲ $3,811,602
Net Assets / Fund Balance
Total Net Assets Fund Balance$147,765,132$182,285,641▲ $34,520,509
Total Liabilities and Net Assets / Fund Balance$150,103,374$188,435,485▲ $38,332,111

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$3,879,082--
Compensation and Service Providers

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue ShieldAdministrative ServicesPO BOX 219454, Kansas City, MO 64121$3,459,954
Wilson-mcshane CorporationAdministrative Services12200 N AMBASSADOR DRIVE SUITE 40, Kansas City, MO 64163$1,266,309
EplanNegotation Fee22601 NORTH 19TH AVENUE SUITE 240, Phoenix, AZ 85027$383,879
Arnold Newbold Sollars & HollinsLegal Services1100 MAIN STREET SUITE 2001, Kansas City, MO 64105$364,901
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$77,060,194
Investment Income
$5,821,986
Other Revenue
$3,661,042
Change in Net Assets
$1,384,410

Audited Revenue Reconciliation

Revenue per Audited Statements
$86,543,222
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$7,283,878
Total Revenue per Audited Statements
$93,827,100
Total Revenue per Form 990
$86,543,222
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,960,561
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---$77,198,251
Fees for Services Other---$3,508,950
Fees for Services Management---$1,146,300
Fees for Services Legal---$389,237
Fees for Service Investment Mgmnt Fees---$348,630
Fees for Services Accounting---$201,176
Insurance---$38,552
Conferences and Meetings---$27,487
Office Expenses---$20,003
Other Expenses---$131
Total Functional Expenses$0$0$0$85,158,812

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$85,158,812
Total Expenses per Audited Statements$85,158,812
Total Expenses per Form 990$85,158,812
Expenses Not Reported on Financial Statements$0
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$123,852$273,919▲ $150,067
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Other Funds$3,923,165
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

The fund is contracted with wilson-mcshane, a tpa, who pays claims and handles the day to day operation of the fund.

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

Copies of form 990 are provided to the chairman and secretary for review.

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

The conflict of interest policy is reviewed annually at a board meeting.

Form 990, Part VI, Section C, Line 19

No documents are made available to the public.

Form 990, Part VII Compensation of Trustees

Construction industry laborers welfare fund does not compensate trustees. Compensation paid by related tax-exempt organizations to trustees is reported to the internal revenue service on forms 990 for the following organizations: missouri and kansas laborers district council ein: 85-0793702 patrick p. Pryor laborers international union no. 662 ein: 44-0435471 sam simmons laborers international union of 840 ein: 43-0657432 brad turner laborers international union of 663 hcl ein: 44-0412225 gabriel t. Jones jason p. Mendenhall laborers union local 1290 ein: 48-0287794 bill tillman jeff philgreen

Filing and Contact Details

Filer

Filer Name
Construction Industry Laborers Welfare
EIN
44-0568755
Phone
8167563313
Address
12200 N AMBASSADOR DRIVE 400, KANSAS CITY, MO 64163

Signing Officer

Name
Gabriel Jones
Title
Trustee
Phone
8167563313
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jason Mendenhall
Formed
1952
Legal Domicile
Mo
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
17

Preparer

Firm
Rubinbrown Llp
Address
1200 MAIN STREET SUITE 1000, KANSAS CITY, MO 64105
Preparer
Ethan a Kent CPA
Phone
8164721122
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Transfer of net assets from greater kansas city laborers welfare fund 25,852,221.

Financial Statement Notes

PART IV, LINE 2B:

Contributions are deposited into a clearing account to be spread to several different funds and locals. This amount represents monies due to those funds and locals.

PART X, LINE 2:

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 is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.

Raw XML AppendixShowing 400 of 1,530 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/AccountsPayableAccrExpnssGrp/BOYAmt01331566
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01319978
IRS990/AccountsReceivableGrp/BOYAmt06696993
IRS990/AccountsReceivableGrp/EOYAmt08461210
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE HEALTH & WELFARE BENEFITS
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt077198251
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0WILSON MCSHANE CORPORATION
IRS990/BooksInCareOfDetail/PhoneNum08167563313
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt012200 N AMBASSADOR DRIVE SUITE 400
IRS990/BooksInCareOfDetail/USAddress/CityNm0KANSAS CITY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990/BooksInCareOfDetail/USAddress/ZIPCd064162
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt00
IRS990/CashNonInterestBearingGrp/EOYAmt03923165
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt04
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt027487
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt03459954
IRS990/ContractorCompensationGrp/CompensationAmt11266309
IRS990/ContractorCompensationGrp/CompensationAmt2383879
IRS990/ContractorCompensationGrp/CompensationAmt3364901
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0PO BOX 219454
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt112200 N AMBASSADOR DRIVE SUITE 40
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt222601 NORTH 19TH AVENUE SUITE 240
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt31100 MAIN STREET SUITE 2001
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0KANSAS CITY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1KANSAS CITY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2PHOENIX
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3KANSAS CITY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1MO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2AZ
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3MO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd064121
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd164163
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd285027
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd364105
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0BLUE CROSS BLUE SHIELD
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1WILSON-MCSHANE CORPORATION
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2EPLAN
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3ARNOLD NEWBOLD SOLLARS & HOLLINS
IRS990/ContractorCompensationGrp/ServicesDesc0ADMINISTRATIVE SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc1ADMINISTRATIVE SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc2NEGOTATION FEE
IRS990/ContractorCompensationGrp/ServicesDesc3LEGAL SERVICES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt077198251
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt05821986
IRS990/CYOtherExpensesAmt07960561
IRS990/CYOtherRevenueAmt03661042
IRS990/CYProgramServiceRevenueAmt077060194
IRS990/CYRevenuesLessExpensesAmt01384410
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt085158812
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt086543222
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0THE FUND PROVIDES HEALTH AND WELFARE BENEFITS FOR APPROXIMATELY 7,200 COVERED PARTICIPANTS AND THEIR DEPENDENTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EscrowAccountLiabilityGrp/BOYAmt01006676
IRS990/EscrowAccountLiabilityGrp/EOYAmt0906701
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt0201176
IRS990/FeesForServicesLegalGrp/TotalAmt0389237
IRS990/FeesForServicesManagementGrp/TotalAmt01146300
IRS990/FeesForServicesOtherGrp/TotalAmt03508950
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0348630
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
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/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt160.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/PersonNm0JASON P MENDENHALL
IRS990/Form990PartVIISectionAGrp/PersonNm1PATRICK P PRYOR
IRS990/Form990PartVIISectionAGrp/PersonNm2BILL TILLMAN
IRS990/Form990PartVIISectionAGrp/PersonNm3BRYON HORNUNG
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVID KAESTNER
IRS990/Form990PartVIISectionAGrp/PersonNm5DEXTER PHILLIPS
IRS990/Form990PartVIISectionAGrp/PersonNm6JOE GARRISON
IRS990/Form990PartVIISectionAGrp/PersonNm7PAUL IDEKER
IRS990/Form990PartVIISectionAGrp/PersonNm8NATE ROSE
IRS990/Form990PartVIISectionAGrp/PersonNm9JEFF PHILGREEN
IRS990/Form990PartVIISectionAGrp/PersonNm10SAM SIMMONS
IRS990/Form990PartVIISectionAGrp/PersonNm11GABRIEL T JONES
IRS990/Form990PartVIISectionAGrp/PersonNm12REGINALD THOMAS
IRS990/Form990PartVIISectionAGrp/PersonNm13LANCE CLAIBORNE
IRS990/Form990PartVIISectionAGrp/PersonNm14HARRY MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm15JASON STASTNY
IRS990/Form990PartVIISectionAGrp/PersonNm16JEFF WATSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01952
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-256381
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt09162567
IRS990/GrossReceiptsAmt095962170
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/TotalAmt038552
IRS990/InvestmentIncomeGrp/ExclusionAmt06078367
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06078367
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt064998759
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt077696187
IRS990/InvestmentsPubTradedSecGrp/BOYAmt072345703
IRS990/InvestmentsPubTradedSecGrp/EOYAmt085456119
IRS990/IRPDocumentCnt01234
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MO
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt09418948
IRS990/LoanOutstandingInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE HEALTH & WELFARE BENEFITS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0147765132
IRS990/NetAssetsOrFundBalancesEOYAmt0182285641
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-256381
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-256381
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt07283878
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt020003
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0280726
IRS990/OtherAssetsTotalGrp/EOYAmt01207711
IRS990/OtherChangesInNetAssetsAmt025852221
IRS990/OtherExpensesGrp/Desc0STOP LOSS PREMIUMS
IRS990/OtherExpensesGrp/Desc1PCORI FEES
IRS990/OtherExpensesGrp/Desc2DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3BANK SERVICE CHARGES
IRS990/OtherExpensesGrp/TotalAmt02237721
IRS990/OtherExpensesGrp/TotalAmt141387
IRS990/OtherExpensesGrp/TotalAmt2987
IRS990/OtherExpensesGrp/TotalAmt3131
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt03923165
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0REBATE INCOME
IRS990/OtherRevenueMiscGrp/Desc1STOP LOSS REIMBURSEMENT
IRS990/OtherRevenueMiscGrp/Desc2LIQUIDATED DAMAGES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03463659
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1183368
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt214015
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03463659
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1183368
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt214015
IRS990/OtherRevenueTotalAmt03661042
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt041548
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt041548
IRS990/PrincipalOfficerNm0JASON MENDENHALL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt071716478
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15343716
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt071716478
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15343716
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt062020708
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt03700679
IRS990/PYOtherExpensesAmt06633612
IRS990/PYOtherRevenueAmt02260421
IRS990/PYProgramServiceRevenueAmt063660642
IRS990/PYRevenuesLessExpensesAmt0967422
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt068654320
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt069621742
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt0123852
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt0273919
IRS990/ReconcilationRevenueExpnssAmt01384410
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0147765132
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0182285641
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05615793
IRS990/SavingsAndTempCashInvstGrp/EOYAmt011375626
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt085158812
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/NetUnrealizedGainsInvstAmt07283878
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03923165
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO OTHER FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt040506586
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt116378264
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt24297896
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt34362346
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt48272013
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt53879082
IRS990ScheduleD/OtherSecuritiesGrp/Desc0BAIRD CORE PLUS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1ULLICO W-1 ACCOUNT
IRS990ScheduleD/OtherSecuritiesGrp/Desc2NEUBERGER BERMAN US EQUITY INDEX
IRS990ScheduleD/OtherSecuritiesGrp/Desc3PARAMETRIC DEFENSIVE EQUITY
IRS990ScheduleD/OtherSecuritiesGrp/Desc4PACIFIC ASSET MGMT LOAN FD
IRS990ScheduleD/OtherSecuritiesGrp/Desc5HARDING LOEVNER FD
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F
IRS990ScheduleD/RevenueNotReportedAmt07283878
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt086543222
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CONTRIBUTIONS ARE DEPOSITED INTO A CLEARING ACCOUNT TO BE SPREAD TO SEVERAL DIFFERENT FUNDS AND LOCALS. THIS AMOUNT REPRESENTS MONIES DUE TO THOSE FUNDS AND LOCALS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ACCOUNTING 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 IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt077696187
IRS990ScheduleD/TotalExpensesPerForm990Amt085158812
IRS990ScheduleD/TotalLiabilityAmt03923165
IRS990ScheduleD/TotalRevenuePerForm990Amt086543222
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt093827100
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt085158812
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt048637
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt145983
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt223108
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt316979
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt412432
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt511601
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt610624
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt78930

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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