Civic Intelligence

Construction Industry Laborers Welfare Fund

990 • Fiscal year 2023 • EIN 44-0568755

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

Organization ProfileN/A

View Organization Page

12200 N Ambassador Drive 400Kansas City, MO 64163

(816) 756-3313

Siviq Scores

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

Liabilities / Assets

47th percentile

0.02x

Higher debt load relative to assets than 47% of similar nonprofits.

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

Liabilities / Revenue

45th percentile

0.03x

Higher debt load relative to revenue than 45% of similar nonprofits.

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

Net Margin

44th percentile

1.4%

Higher net margin than 44% of similar nonprofits.

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

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

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

Asset Growth

57th percentile

10%

Faster asset growth than 57% of similar nonprofits.

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

Revenue Growth

66th percentile

11%

Faster revenue growth than 66% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$150,103,374

Up $13,858,680 (+10%) from 2022

Net Assets

Up

$147,765,132

Up $12,716,332 (+9.4%) from 2022

Liabilities

Up

$2,338,242

Up $1,142,348 (+96%) from 2022

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin44th percentile

Revenue

Up

$69,621,742

Up $7,016,658 (+11%) from 2022

Expenses

Up

$68,654,320

Up $5,038,049 (+7.9%) from 2022

Net Income

Up

$967,422

Up $1,978,609 (+196%) from 2022

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

2023

Assets$150,103,374
Liabilities$2,338,242
Net Assets$147,765,132
Open 2023 Filing

Operations Trend

Revenue Growth66th 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

2023

Revenue$69,621,742
Expenses$68,654,320
Net Income$967,422
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$75,980,954
Mission and Program Overview

Mission

Provide health & welfare benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$135,048,800$147,765,132▲ $12,716,332
Investments in Publicly Traded Securities$62,309,925$72,345,703▲ $10,035,778
Investments Other Securities$59,855,287$64,998,759▲ $5,143,472
Accounts Receivable$6,060,188$6,696,993▲ $636,805
Savings and Temporary Cash Investments$7,370,590$5,615,793▼ $1,754,797
Cash and Non-Interest-Bearing Accounts$261,470$0▼ $261,470
Receivables From Officers Etc$98,219$123,852▲ $25,633
Prepaid Expenses and Deferred Charges$41,548$41,548→ $0
Loans From Officers Directors$3,931$0▼ $3,931
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$136,244,694$150,103,374▲ $13,858,680
Other Assets Total$247,467$280,726▲ $33,259
Liabilities
Accounts Payable and Accrued Expenses$329,439$1,331,566▲ $1,002,127
Escrow Account Liability$862,524$1,006,676▲ $144,152
Total Liabilities$1,195,894$2,338,242▲ $1,142,348
Net Assets / Fund Balance
Total Net Assets Fund Balance$135,048,800$147,765,132▲ $12,716,332
Total Liabilities and Net Assets / Fund Balance$136,244,694$150,103,374▲ $13,858,680

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$3,270,491--
Compensation and Service Providers
Top Officer Pay33rd percentile

Board Members and Trustees

NameTitle
Jason P MendenhallChairman
Bill TillmanTrustee
Brad TurnerTrustee
Bryon HornungTrustee
David KaestnerTrustee
Dexter PhillipsTrustee
Gabriel T JonesTrustee
Jeff PhilgreenTrustee
Joe GarrisonTrustee
Nate RoseTrustee
Patrick P PryorTrustee
Paul IdekerTrustee
Sam SimmonsTrustee
Wyatt PhillipsTrustee
Jim FitzgeraldSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue ShieldAdministrative ServicesPO BOX 219454, Kansas City, MO 64121$2,377,784
Wilson-mcshane CorporationAdministrative Services12200 N AMBASSADOR DRIVE SUITE 40, Kansas City, MO 64163$877,190
Arnold Newbold Sollars & HollinsLegal Services1100 MAIN STREET SUITE 2001, Kansas City, MO 64105$283,550
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$63,660,642
Investment Income
$3,700,679
Other Revenue
$2,260,421
Change in Net Assets
$967,422

Audited Revenue Reconciliation

Revenue per Audited Statements
$69,621,742
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$11,748,910
Total Revenue per Audited Statements
$81,370,652
Total Revenue per Form 990
$69,621,742
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,633,612
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$62,020,708--$62,020,708
Fees for Services Other$3,327,100--$3,327,100
Fees for Services Management$834,000--$834,000
Fees for Service Investment Mgmnt Fees$333,924--$333,924
Fees for Services Legal$283,550--$283,550
Fees for Services Accounting$137,900--$137,900
Insurance$38,859--$38,859
Office Expenses$29,645--$29,645
Conferences and Meetings$15,310--$15,310
Other Expenses$133--$133
Total Functional Expenses$68,654,320$0$0$68,654,320

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$68,654,320
Total Expenses per Audited Statements$68,654,320
Total Expenses per Form 990$68,654,320
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$98,219$123,852▲ $25,633
Loans from Officers, Directors, Trustees, and Key Employees$3,931$0▼ $3,931
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
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
Jason Mendenhall
Title
Chairman
Phone
8167563313
Signed
2024-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jason Mendenhall
Formed
1952
Legal Domicile
Mo
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
15

Preparer

Firm
Rubinbrown Llp
Address
1200 MAIN STREET SUITE 1000, KANSAS CITY, MO 64105
Preparer
Matthew C Hall
Phone
8164721122
Supplemental Narrative

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.”

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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/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
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/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01952
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-293290
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt06065922
IRS990/GrossReceiptsAmt075980954
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt038859
IRS990/InsuranceGrp/TotalAmt038859
IRS990/InvestmentIncomeGrp/ExclusionAmt03993969
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03993969
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt059855287
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt064998759
IRS990/InvestmentsPubTradedSecGrp/BOYAmt062309925
IRS990/InvestmentsPubTradedSecGrp/EOYAmt072345703
IRS990/IRPDocumentCnt01135
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MO
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt06359212
IRS990/LoanOutstandingInd01
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt03931
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt01254
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt01254
IRS990/MissionDesc0PROVIDE HEALTH & WELFARE BENEFITS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0135048800
IRS990/NetAssetsOrFundBalancesEOYAmt0147765132
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-293290
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-293290
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt011748910
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt029645
IRS990/OfficeExpensesGrp/TotalAmt029645
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0247467
IRS990/OtherAssetsTotalGrp/EOYAmt0280726
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0STOP LOSS PREMIUMS
IRS990/OtherExpensesGrp/Desc1PCORI FEES
IRS990/OtherExpensesGrp/Desc2DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3BANK SERVICE CHARGES
IRS990/OtherExpensesGrp/ProgramServicesAmt01594721
IRS990/OtherExpensesGrp/ProgramServicesAmt136786
IRS990/OtherExpensesGrp/ProgramServicesAmt21684
IRS990/OtherExpensesGrp/ProgramServicesAmt3133
IRS990/OtherExpensesGrp/TotalAmt01594721
IRS990/OtherExpensesGrp/TotalAmt136786
IRS990/OtherExpensesGrp/TotalAmt21684
IRS990/OtherExpensesGrp/TotalAmt3133
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0REBATE INCOME
IRS990/OtherRevenueMiscGrp/Desc1STOP LOSS REIMBURSEMENT
IRS990/OtherRevenueMiscGrp/Desc2LIQUIDATED DAMAGES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02029941
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1207584
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt221642
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02029941
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1207584
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt221642
IRS990/OtherRevenueTotalAmt02260421
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/RelatedOrExemptFuncIncomeAmt059259099
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14401543
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt059259099
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14401543
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt057165699
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt03264236
IRS990/PYOtherExpensesAmt06450572
IRS990/PYOtherRevenueAmt0987065
IRS990/PYProgramServiceRevenueAmt058353783
IRS990/PYRevenuesLessExpensesAmt0-1011187
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt063616271
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt062605084
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt098219
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt0123852
IRS990/ReconcilationRevenueExpnssAmt0967422
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0135048800
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0147765132
IRS990/SavingsAndTempCashInvstGrp/BOYAmt07370590
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05615793
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt068654320
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/NetUnrealizedGainsInvstAmt011748910
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt033267219
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt113773094
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt23525751
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt33669242
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt47492962
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt53270491
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/RevenueNotReportedAmt011748910
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt069621742
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/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt064998759
IRS990ScheduleD/TotalExpensesPerForm990Amt068654320
IRS990ScheduleD/TotalRevenuePerForm990Amt069621742
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt081370652
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt068654320
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt024816
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt121874
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt214534
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt311649
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt410965
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt59022
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt65246
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt75154
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt84473
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt93007
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt102544
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt112508
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt122482
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt132248
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt141402
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt15477
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt16365
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt17313
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt18251
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt19163
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt20132

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$150,103,374
Liabilities
$2,338,242
Net assets
$147,765,132
Revenue
$69,621,742
Expenses
$68,654,320
Net income
$967,422
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