Civic Intelligence

Bucks and Montgomery County Schools Health Care Consortium

990 • Fiscal year 2019 • EIN 46-1020794

Jul 01, 2018 to Jun 30, 2019 • Filed on May 06, 2020

Organization ProfileWWW.BMSHC.ORG
705 N Shady Retreat RoadDoylestown, PA 18901

(215) 348-2940

Siviq Scores

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

Liabilities / Assets

84th percentile

0.46x

Higher debt load relative to assets than 84% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Liabilities / Revenue

65th percentile

0.13x

Higher debt load relative to revenue than 65% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Net Margin

16th percentile

-7.2%

Higher net margin than 16% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

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.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Asset Growth

2nd percentile

-36%

Faster asset growth than 2% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Revenue Growth

4th percentile

-36%

Faster revenue growth than 4% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets84th percentile

Assets

Down

$32,713,437

Down $18,644,684 (-36%) from 2018

Net Assets

Down

$17,522,037

Down $8,567,254 (-33%) from 2018

Liabilities

Down

$15,191,400

Down $10,077,430 (-40%) from 2018

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin16th percentile

Revenue

Down

$119,464,387

Down $66,473,481 (-36%) from 2018

Expenses

Down

$128,031,641

Down $49,292,028 (-28%) from 2018

Net Income

Down

-$8,567,254

Down $17,181,453 (-199%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$60M$40M$20M$0Assets 2013: $27,078,530Liabilities 2013: $21,618,890Net Assets 2013: $5,459,6402013Assets 2014: $52,345,699Liabilities 2014: $36,001,142Net Assets 2014: $16,344,5572014Assets 2015: $47,220,224Liabilities 2015: $20,669,773Net Assets 2015: $26,550,4512015Assets 2016: $57,691,269Liabilities 2016: $30,905,457Net Assets 2016: $26,785,8122016Assets 2017: $45,385,229Liabilities 2017: $27,910,137Net Assets 2017: $17,475,0922017Assets 2018: $51,358,121Liabilities 2018: $25,268,830Net Assets 2018: $26,089,2912018Assets 2019: $32,713,437Liabilities 2019: $15,191,400Net Assets 2019: $17,522,0372019Assets 2020: $35,506,662Liabilities 2020: $15,194,083Net Assets 2020: $20,312,5792020Assets 2021: $43,253,236Liabilities 2021: $16,890,772Net Assets 2021: $26,362,4642021Assets 2022: $46,016,893Liabilities 2022: $16,217,140Net Assets 2022: $29,799,7532022Assets 2023: $54,761,770Liabilities 2023: $19,768,222Net Assets 2023: $34,993,5482023Assets 2024: $48,154,177Liabilities 2024: $19,537,124Net Assets 2024: $28,617,0532024Assets 2025: $41,878,171Liabilities 2025: $16,893,933Net Assets 2025: $24,984,2382025

Highlighted filing

2019

Assets$32,713,437
Liabilities$15,191,400
Net Assets$17,522,037
Open 2019 Filing

Operations Trend

Revenue Growth4th percentile

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

$200M$150M$100M$50M$0-$50MRevenue 2013: $100,276,653Expenses 2013: $94,787,901Net Income 2013: $5,488,7522013Revenue 2014: $121,992,260Expenses 2014: $111,152,585Net Income 2014: $10,839,6752014Revenue 2015: $165,665,982Expenses 2015: $155,512,688Net Income 2015: $10,153,2942015Revenue 2016: $174,511,652Expenses 2016: $174,223,692Net Income 2016: $287,9602016Revenue 2017: $172,050,619Expenses 2017: $181,361,339Net Income 2017: -$9,310,7202017Revenue 2018: $185,937,868Expenses 2018: $177,323,669Net Income 2018: $8,614,1992018Revenue 2019: $119,464,387Expenses 2019: $128,031,641Net Income 2019: -$8,567,2542019Revenue 2020: $107,473,873Expenses 2020: $104,683,331Net Income 2020: $2,790,5422020Revenue 2021: $112,799,353Expenses 2021: $106,749,468Net Income 2021: $6,049,8852021Revenue 2022: $114,821,758Expenses 2022: $111,185,306Net Income 2022: $3,636,4522022Revenue 2023: $114,147,985Expenses 2023: $108,703,174Net Income 2023: $5,444,8112023Revenue 2024: $120,071,941Expenses 2024: $126,097,155Net Income 2024: -$6,025,2142024Revenue 2025: $129,053,561Expenses 2025: $132,686,376Net Income 2025: -$3,632,8152025

Highlighted filing

2019

Revenue$119,464,387
Expenses$128,031,641
Net Income-$8,567,254
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 6, 2020
Return Version
2018v3.1
Gross Receipts
$119,464,387
Mission and Program Overview

Mission

To purchase health benefits at a reduced cost on behalf of participating public school districts, intermediate units and technology schools in bucks and montgomery counties, pennsylvania.

The bucks and montgomery county schools health care consortium was formed for the purpose of providing health care benefits at a reduced cost, including but not limited to medical and prescription benefits for participating school districts, intermediate unit or career-technical schools in bucks and montgomery county, pennsylvania.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$12,170,986$22,407,055▲ $10,236,069
Rtn Earn Endowment Incm Other Fnds$26,089,291$17,522,037▼ $8,567,254
Investments Other Securities$38,397,155$9,365,133▼ $29,032,022
Receivable From Disqualified Prsn-$653,964-
Accounts Receivable$787,563$284,902▼ $502,661
Prepaid Expenses and Deferred Charges$2,417$2,383▼ $34
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$51,358,121$32,713,437▼ $18,644,684
Liabilities
Accounts Payable and Accrued Expenses$17,759,129$10,997,518▼ $6,761,611
Deferred Revenue$7,509,701$4,193,882▼ $3,315,819
Total Liabilities$25,268,830$15,191,400▼ $10,077,430
Net Assets / Fund Balance
Total Net Assets Fund Balance$26,089,291$17,522,037▼ $8,567,254
Total Liabilities and Net Assets / Fund Balance$51,358,121$32,713,437▼ $18,644,684

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$480,000--
Compensation and Service Providers
Top Officer Pay32nd percentile

Board Members and Trustees

NameTitle
Rebcca MalamisTrustee, Chair
Lee SpeersTrustee, Vice-chair
Alan MalachowskiTrustee
Andrew LechmanTrustee
Anne RohrichtTrustee
Bob BruchakTrustee
Bradley PawlikowskiTrustee
Brian AllebachTrustee
Chad MurrayTrustee
Chris StermanTrustee
Colleen TechtmannTrustee
Dennis GluckTrustee
Doug SampleTrustee
Drew BishopTrustee
Elizabeth SimonTrustee
Emily OteroTrustee
Felicity HanksTrustee
John ErikssonTrustee
Josh SweigardTrustee
Kimmel NacewiczTrustee
Lynne MorganTrustee
Thomas SigafoosTrustee
Timothy BrickerTrustee
William McgillTrustee
Zachary SchochTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Amca SystemsAdministration And Accounting101 BRADFORD ROAD STE 340, Wexford, PA 15090$287,369
Lockton CompaniesConsulting Fees444 W 47TH STREET, Kansas City, MO 64112$272,747
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$118,504,364
Investment Income
$960,023
Other Revenue
$0
Change in Net Assets
$-8,567,254

Audited Revenue Reconciliation

Revenue per Audited Statements
$119,464,387
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$119,464,387
Total Revenue per Form 990
$119,464,387
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$13,411,686
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$114,619,955--$114,619,955
Fees for Services Other$3,118,547--$3,118,547
Fees for Services Accounting$310,009--$310,009
Fees for Services Legal$74,922--$74,922
Insurance$22,808--$22,808
Other Expenses$4,016--$4,016
Total Functional Expenses$128,031,641$0$0$128,031,641

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$128,031,641
Total Expenses per Audited Statements$128,031,641
Total Expenses per Form 990$128,031,641
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 Disqualified Persons-$653,964-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The draft of the annual 990 is submitted to the board of trustees for review. Once any changes are made, the revised draft is submitted to the board of trustees at the next scheduled meeting after review.”

Form 990, Part VI, Section C, Line 19

“All governing documents, organization policies and procedures and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Bucks and Montgomery County Schools
EIN
46-1020794
Phone
2153482940
Address
705 N SHADY RETREAT ROAD, DOYLESTOWN, PA 18901

Signing Officer

Name
Rebecca Roberts-malamis
Title
Chairman
Phone
2153482940
Signed
2020-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rebecca Roberts-malamis
Formed
2012
Legal Domicile
Pa
Voting Board Members
25
Independent Board Members
25
Employees
0
Volunteers
0

Preparer

Firm
Maillie Llp
Address
PO BOX 680, OAKS, PA 19456-0680
Preparer
Amanda Bernard CPA
Phone
6109351420
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“There were no changes from the prior year”

Raw XML AppendixShowing 400 of 487 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/ActivityOrMissionDesc0THE BUCKS AND MONTGOMERY COUNTY SCHOOLS HEALTH CARE CONSORTIUM WAS FORMED FOR THE PURPOSE OF PROVIDING HEALTH CARE BENEFITS AT A REDUCED COST, INCLUDING BUT NOT LIMITED TO MEDICAL AND PRESCRIPTION BENEFITS FOR PARTICIPATING SCHOOL DISTRICTS, INTERMEDIATE UNIT OR CAREER-TECHNICAL SCHOOLS IN BUCKS AND MONTGOMERY COUNTY, PENNSYLVANIA.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
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/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE, CHAIR
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/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt23TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt24TRUSTEE, VICE-CHAIR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02012
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt025
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0119464387
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt025
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt022808
IRS990/InsuranceGrp/TotalAmt022808
IRS990/InvestmentIncomeGrp/ExclusionAmt0960023
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0960023
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt038397155
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt09365133
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LoanOutstandingInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PURCHASE HEALTH BENEFITS AT A REDUCED COST ON BEHALF OF PARTICIPATING PUBLIC SCHOOL DISTRICTS, INTERMEDIATE UNITS AND TECHNOLOGY SCHOOLS IN BUCKS AND MONTGOMERY COUNTIES, PENNSYLVANIA.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt026089291
IRS990/NetAssetsOrFundBalancesEOYAmt017522037
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0RETURN OF CONSORTIUM FU
IRS990/OtherExpensesGrp/Desc1WELLNESS
IRS990/OtherExpensesGrp/Desc2OTHER OPERATING COSTS
IRS990/OtherExpensesGrp/Desc3MEETING EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt09344365
IRS990/OtherExpensesGrp/ProgramServicesAmt1392419
IRS990/OtherExpensesGrp/ProgramServicesAmt2144600
IRS990/OtherExpensesGrp/ProgramServicesAmt34016
IRS990/OtherExpensesGrp/TotalAmt09344365
IRS990/OtherExpensesGrp/TotalAmt1392419
IRS990/OtherExpensesGrp/TotalAmt2144600
IRS990/OtherExpensesGrp/TotalAmt34016
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02417
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02383
IRS990/PrincipalOfficerNm0REBECCA ROBERTS-MALAMIS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0CONTRIBUTIONS FROM PARTICIPATING
IRS990/ProgramServiceRevenueGrp/Desc1OTHER PROGRAM INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0118169004
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1335360
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0118169004
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1335360
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0169740476
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0550786
IRS990/PYOtherExpensesAmt07583193
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0185387082
IRS990/PYRevenuesLessExpensesAmt08614199
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0177323669
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0185937868
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt0653964
IRS990/ReconcilationRevenueExpnssAmt0-8567254
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0118504364
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt026089291
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt017522037
IRS990/SavingsAndTempCashInvstGrp/BOYAmt012170986
IRS990/SavingsAndTempCashInvstGrp/EOYAmt022407055
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0128031641
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt08885133
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1480000
IRS990ScheduleD/OtherSecuritiesGrp/Desc0US TREASURY STRIPS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1CERTIFICATES OF DEPOSIT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0119464387
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt09365133
IRS990ScheduleD/TotalExpensesPerForm990Amt0128031641
IRS990ScheduleD/TotalRevenuePerForm990Amt0119464387
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0119464387
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0128031641
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0653964
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1Txt0FORMER CONTRIBUTING EMPLOYERS TO VEBA
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0FINAL FORMER MEMBER TRUE UP
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0653964
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd00
IRS990ScheduleL/TotalBalanceDueAmt0653964
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE DRAFT OF THE ANNUAL 990 IS SUBMITTED TO THE BOARD OF TRUSTEES FOR REVIEW. ONCE ANY CHANGES ARE MADE, THE REVISED DRAFT IS SUBMITTED TO THE BOARD OF TRUSTEES AT THE NEXT SCHEDULED MEETING AFTER REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL GOVERNING DOCUMENTS, ORGANIZATION POLICIES AND PROCEDURES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE WERE NO CHANGES FROM THE PRIOR YEAR
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,713,437
Liabilities
$15,191,400
Net assets
$17,522,037
Revenue
$119,464,387
Expenses
$128,031,641
Net income
-$8,567,254
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$41.9$16.9$25.0$129$133$3.63
2024Detailed filing. Detailed filing data is available for this year.$48.2$19.5$28.6$120$126$6.03
2023Detailed filing. Detailed filing data is available for this year.$54.8$19.8$35.0$114$109$5.44
2022Detailed filing. Detailed filing data is available for this year.$46.0$16.2$29.8$115$111$3.64
2021Detailed filing. Detailed filing data is available for this year.$43.3$16.9$26.4$113$107$6.05
2020Detailed filing. Detailed filing data is available for this year.$35.5$15.2$20.3$107$105$2.79
2019Detailed filing. Detailed filing data is available for this year.$32.7$15.2$17.5$119$128$8.57
2018Summary only. Only limited summary data is available for this year.$51.4$25.3$26.1$186$177$8.61
2017Detailed filing. Detailed filing data is available for this year.$45.4$27.9$17.5$172$181$9.31
2016Summary only. Only limited summary data is available for this year.$57.7$30.9$26.8$175$174$0.29
2015Detailed filing. Detailed filing data is available for this year.$47.2$20.7$26.6$166$156$10.2
2014Detailed filing. Detailed filing data is available for this year.$52.3$36.0$16.3$122$111$10.8
2013Summary only. Only limited summary data is available for this year.$27.1$21.6$5.46$100$94.8$5.49