Civic Intelligence

Construction Industry Laborers Welfare Fund

990 • Fiscal year 2017 • EIN 44-0568755

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 30, 2018

Organization ProfileN/A

View Organization Page

3100 BroadwayKansas City, MO 64111

(816) 756-3313

Siviq Scores

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

Liabilities / Assets

49th percentile

0.02x

Higher debt load relative to assets than 49% of similar nonprofits.

2017 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2017

Liabilities / Revenue

50th percentile

0.05x

Higher debt load relative to revenue than 50% of similar nonprofits.

2017 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2017

Net Margin

65th percentile

8.0%

Higher net margin than 65% of similar nonprofits.

2017 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2017

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2017 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2017

Asset Growth

57th percentile

11%

Faster asset growth than 57% of similar nonprofits.

2017 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Revenue Growth

46th percentile

5.3%

Faster revenue growth than 46% of similar nonprofits.

2017 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$132,631,626

Up $12,767,243 (+11%) from 2016

Net Assets

Up

$129,794,919

Up $11,461,343 (+9.7%) from 2016

Liabilities

Up

$2,836,707

Up $1,305,900 (+85%) from 2016

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin65th percentile

Revenue

Up

$57,989,921

Up $2,906,418 (+5.3%) from 2016

Expenses

Up

$53,354,653

Up $4,461,106 (+9.1%) from 2016

Net Income

Down

$4,635,268

Down $1,554,688 (-25%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$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

2017

Assets$132,631,626
Liabilities$2,836,707
Net Assets$129,794,919
Open 2017 Filing

Operations Trend

Revenue Growth46th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$57,989,921
Expenses$53,354,653
Net Income$4,635,268
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 30, 2018
Return Version
2017v2.2
Gross Receipts
$102,673,177
Mission and Program Overview

Mission

Provide health & welfare benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$118,333,576$129,794,919▲ $11,461,343
Investments Other Securities$55,418,885$85,022,955▲ $29,604,070
Investments in Publicly Traded Securities$51,091,605$29,102,347▼ $21,989,258
Savings and Temporary Cash Investments$8,151,117$9,836,890▲ $1,685,773
Cash and Non-Interest-Bearing Accounts$1,997,232$5,032,731▲ $3,035,499
Accounts Receivable$2,815,143$3,389,689▲ $574,546
Prepaid Expenses and Deferred Charges$24,166$24,698▲ $532
Total Assets$119,864,383$132,631,626▲ $12,767,243
Other Assets Total$366,235$222,316▼ $143,919
Liabilities
Escrow Account Liability$878,566$1,738,261▲ $859,695
Accounts Payable and Accrued Expenses$652,241$1,098,446▲ $446,205
Total Liabilities$1,530,807$2,836,707▲ $1,305,900
Net Assets / Fund Balance
Total Net Assets Fund Balance$118,333,576$129,794,919▲ $11,461,343
Total Liabilities and Net Assets / Fund Balance$119,864,383$132,631,626▲ $12,767,243

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$28,783,605--
Compensation and Service Providers
Top Officer Pay32nd percentile

Board Members and Trustees

NameTitle
Perri L PryorChairman
Bill TillmanTrustee
Brad TurnerTrustee
Bridgette WilliamsTrustee
Bryon HornungTrustee
David KaestnerTrustee
Dexter PhillipsTrustee
Gabriel T JonesTrustee
Jason P MendenhallTrustee
Jim FitzgeraldTrustee
Joe GarrisonTrustee
Mitchell RowleyTrustee
Patrick P PryorTrustee
Trent ElyTrustee
Wyatt PhillipsTrustee
Steven GlennSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue ShieldPreferred Provider OrgPO Box 419169, Kansas City, MO 64141$2,355,567
TIC InternationalTPA/Employer Auditor6405 Metcalf 200, Shawnee Mission, KS 66202$631,200
Arnold Newbold etalAttorney1125 Grand 1600, Kansas City, MO 64106$223,662
LDI Pharmacy SvsPrescription Manager680 Craig Rd Ste 200, CreveCoeur, MO 63141$121,026
EPlanClaim negotiators6510 Telecom Drive Suite 310, Indianapolis, IN 46278$120,504
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$54,818,782
Investment Income
$3,134,786
Other Revenue
$36,353
Change in Net Assets
$4,635,268

Audited Revenue Reconciliation

Revenue per Audited Statements
$57,741,088
Revenue Not Reported on Financial Statements
$248,833
Revenue Not Reported on Form 990
$6,826,075
Total Revenue per Audited Statements
$64,567,163
Total Revenue per Form 990
$57,989,921
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,862,834
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$48,491,819--$48,491,819
Fees for Services Management$631,200--$631,200
Insurance$572,072--$572,072
All Other Expenses$368,898$0$0$368,898
Fees for Service Investment Mgmnt Fees$248,833--$248,833
Fees for Services Legal$223,662--$223,662
Fees for Services Accounting$122,766--$122,766
Office Expenses$85,507--$85,507
Information Technology$12,998--$12,998
Conferences and Meetings$12,215--$12,215
Other Expenses$2,590--$2,590
Total Functional Expenses$53,354,653$0$0$53,354,653

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$53,354,653
Expenses per Audited Statements$53,105,820
Total Expenses per Audited Statements$53,105,820
Expenses Not Reported on Financial Statements$248,833
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes
Filing and Contact Details

Filer

Filer Name
Construction Industry Laborers Welfare Fund
EIN
44-0568755
Phone
8167563313
Address
3100 Broadway, Kansas City, MO 64111

Signing Officer

Name
Jason Mendenall
Title
Chairman
Phone
8167563313
Signed
2018-09-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jason Mendenhall
Formed
1952
Legal Domicile
Mo
Voting Board Members
16
Independent Board Members
16
Employees
346
Volunteers
0

Preparer

Firm
Cuneo Lawson Shay & Staley
Address
1100 Main Street Suite 2880, Kansas City, MO 64105
Preparer
Ronald L Eib
Phone
8168420805
Supplemental Narrative

Additional Explanations

Pt VI, Line 3

“The fund is contracted with TIC International, a TPA, who pays claims and handles the day to day operation of the fund.”

Pt VI, Line 11B

“Copies of form 990 are provided to the Chairman and Co-Chariman for review.”

Pt VI, Line 19

“No documents are made available to the public.”

Pt VI, Line 12C

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

Form 990, Part IX, Line 24E

“Dues and subscriptions 1300. 1300. 0. 0.”

Form 990, Part IX, Line 24E

“Equipment rental 1080. 1080. 0. 0.”

Form 990, Part IX, Line 24E

“Miscellaneous 3642. 3642. 0. 0.”

Form 990, Part IX, Line 24E

“POCRI Fee 22727. 22727. 0. 0.”

Form 990, Part IX, Line 24E

“Reinsurance Fee 219645. 219645. 0. 0.”

Form 990, Part IX, Line 24E

“Negotiation fee 120504. 120504. 0. 0.”

Financial Statement Notes

Pt IV, Line 2B

“Contributions are deposited into a clearing account to be”

Pt IV, Line 2B

“spread to several different Funds and Locals. This amount”

Pt IV, Line 2B

“represents monies due to those Funds and Locals.”

Raw XML AppendixShowing 400 of 484 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.

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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/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/TitleTxt12Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt15Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01952
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-123206
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt044560050
IRS990/GrossReceiptsAmt0102673177
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt016
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt012998
IRS990/InformationTechnologyGrp/TotalAmt012998
IRS990/InsuranceGrp/ProgramServicesAmt0572072
IRS990/InsuranceGrp/TotalAmt0572072
IRS990/InvestmentIncomeGrp/ExclusionAmt03257992
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03257992
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt055418885
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt085022955
IRS990/InvestmentsPubTradedSecGrp/BOYAmt051091605
IRS990/InvestmentsPubTradedSecGrp/EOYAmt029102347
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MO
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt044683256
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Provide health & welfare benefits
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0118333576
IRS990/NetAssetsOrFundBalancesEOYAmt0129794919
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-123206
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-123206
IRS990/NetUnrlzdGainsLossesInvstAmt06826075
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ProgramServicesAmt085507
IRS990/OfficeExpensesGrp/TotalAmt085507
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0366235
IRS990/OtherAssetsTotalGrp/EOYAmt0222316
IRS990/OtherExpensesGrp/Desc0Preferred Provider Fees
IRS990/OtherExpensesGrp/Desc1Prescription Drug Fees
IRS990/OtherExpensesGrp/Desc2Consulting
IRS990/OtherExpensesGrp/Desc3Bank charges
IRS990/OtherExpensesGrp/ProgramServicesAmt02355567
IRS990/OtherExpensesGrp/ProgramServicesAmt1121026
IRS990/OtherExpensesGrp/ProgramServicesAmt2105500
IRS990/OtherExpensesGrp/ProgramServicesAmt32590
IRS990/OtherExpensesGrp/TotalAmt02355567
IRS990/OtherExpensesGrp/TotalAmt1121026
IRS990/OtherExpensesGrp/TotalAmt2105500
IRS990/OtherExpensesGrp/TotalAmt32590
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0Liquidated Damages
IRS990/OtherRevenueMiscGrp/Desc1Other Income
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt09144
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt127209
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt09144
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt127209
IRS990/OtherRevenueTotalAmt036353
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt024166
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt024698
IRS990/PrincipalOfficerNm0JASON MENDENHALL
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0Employer Contributions
IRS990/ProgramServiceRevenueGrp/Desc1Participant Contributions
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt050221237
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14597545
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt044357525
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt03072522
IRS990/PYOtherExpensesAmt04536022
IRS990/PYOtherRevenueAmt069810
IRS990/PYProgramServiceRevenueAmt051941171
IRS990/PYRevenuesLessExpensesAmt06189956
IRS990/PYTotalExpensesAmt048893547
IRS990/PYTotalRevenueAmt055083503
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt04635268
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0118333576
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0129794919
IRS990/SavingsAndTempCashInvstGrp/BOYAmt08151117
IRS990/SavingsAndTempCashInvstGrp/EOYAmt09836890
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0248833
IRS990ScheduleD/ExpensesSubtotalAmt053105820
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0248833
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0248833
IRS990ScheduleD/NetUnrealizedGainsInvstAmt06826075
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt010985007
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt111537276
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt233717067
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt328783605
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Commerce Short Term Govt Fund
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Ullico Seperate W-1 Account
IRS990ScheduleD/OtherSecuritiesGrp/Desc2Vanguard Total Stock Market Idx
IRS990ScheduleD/OtherSecuritiesGrp/Desc3Baird Core Plus
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/RevenueNotReportedAmt06826075
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0248833
IRS990ScheduleD/RevenueSubtotalAmt057741088
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Contributions are deposited into a clearing account to be
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1spread to several different Funds and Locals. This amount
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2represents monies due to those Funds and Locals.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt IV, Line 2b
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt IV, Line 2b
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt IV, Line 2b
IRS990ScheduleD/TotalBookValueSecuritiesAmt085022955
IRS990ScheduleD/TotalExpensesPerForm990Amt053354653
IRS990ScheduleD/TotalRevenuePerForm990Amt057989921
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt064567163
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt053105820
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The fund is contracted with TIC International, a TPA, who pays claims and handles the day to day operation of the fund.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Copies of form 990 are provided to the Chairman and Co-Chariman for review.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents are made available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The conflict of interest policy is reviewed annually at a board meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Dues and subscriptions 1300. 1300. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Equipment rental 1080. 1080. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Miscellaneous 3642. 3642. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7POCRI Fee 22727. 22727. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Reinsurance Fee 219645. 219645. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Negotiation fee 120504. 120504. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 19

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$132,631,626
Liabilities
$2,836,707
Net assets
$129,794,919
Revenue
$57,989,921
Expenses
$53,354,653
Net income
$4,635,268
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