Civic Intelligence

Idaho School Benefit Trust

EIN 47-1372682 • 501(c)9 • Boise, ID

Profile

The purpose of the idaho school benefit trust is to provide certain self-funded health and welfare benefits on behalf of and for the benefit of the participants and their dependents of school districts, charter schools, and education related organizations.

500 W Washington StBoise, ID 83702

n/A

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.64x

Higher debt load relative to assets than 92% of similar nonprofits.

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

Liabilities / Revenue

66th percentile

0.11x

Higher debt load relative to revenue than 66% of similar nonprofits.

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

Net Margin

24th percentile

-2.3%

Higher net margin than 24% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

9th percentile

-18%

Faster asset growth than 9% of similar nonprofits.

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

Revenue Growth

36th percentile

2.1%

Faster revenue growth than 36% of similar nonprofits.

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

Assets

Down

$30,609,629

Down $6,493,575 (-18%) from 2023

Liabilities

Down

$19,454,974

Down $2,507,282 (-11%) from 2023

Net Assets

Down

$11,154,655

Down $3,986,293 (-26%) from 2023

Revenue

Up

$171,002,625

Up $3,448,903 (+2.1%) from 2023

Expenses

Up

$174,988,918

Up $5,010,955 (+2.9%) from 2023

Net Income

Down

-$3,986,293

Down $1,562,052 (-64%) from 2023

Trend Graphs

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2015: $1Liabilities 2015: $0Net Assets 2015: $02015Assets 2016: $23,716,158Liabilities 2016: $12,951,754Net Assets 2016: $10,764,4042016Assets 2017: $32,318,138Liabilities 2017: $15,688,881Net Assets 2017: $16,629,2572017Assets 2018: $38,115,661Liabilities 2018: $16,676,377Net Assets 2018: $21,439,2842018Assets 2019: $38,343,345Liabilities 2019: $23,001,426Net Assets 2019: $15,341,9192019Assets 2020: $43,574,346Liabilities 2020: $21,662,663Net Assets 2020: $21,911,6832020Assets 2021: $54,017,370Liabilities 2021: $31,523,847Net Assets 2021: $22,493,5232021Assets 2022: $43,260,585Liabilities 2022: $25,695,396Net Assets 2022: $17,565,1892022Assets 2023: $37,103,204Liabilities 2023: $21,962,256Net Assets 2023: $15,140,9482023Assets 2024: $30,609,629Liabilities 2024: $19,454,974Net Assets 2024: $11,154,6552024

Highlighted filing

2024

Assets$30,609,629
Liabilities$19,454,974
Net Assets$11,154,655

Operations Trend

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

$200M$100M$0-$100MRevenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $119,581,224Expenses 2016: $115,316,820Net Income 2016: $4,264,4042016Revenue 2017: $144,406,306Expenses 2017: $138,541,453Net Income 2017: $5,864,8532017Revenue 2018: $156,950,023Expenses 2018: $152,139,996Net Income 2018: $4,810,0272018Revenue 2019: $164,861,333Expenses 2019: $176,108,067Net Income 2019: -$11,246,7342019Revenue 2020: $177,904,218Expenses 2020: $171,334,454Net Income 2020: $6,569,7642020Revenue 2021: $181,053,570Expenses 2021: $180,471,730Net Income 2021: $581,8402021Revenue 2022: $193,351,752Expenses 2022: $198,280,086Net Income 2022: -$4,928,3342022Revenue 2023: $167,553,722Expenses 2023: $169,977,963Net Income 2023: -$2,424,2412023Revenue 2024: $171,002,625Expenses 2024: $174,988,918Net Income 2024: -$3,986,2932024

Highlighted filing

2024

Revenue$171,002,625
Expenses$174,988,918
Net Income-$3,986,293

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jul 1, 2025
Return Version
2023v6.0
Gross Receipts
$171,002,625
Mission and Program Overview

Mission

The purpose of the idaho school benefit trust is to provide certain self-funded health and welfare benefits on behalf of and for the benefit of the participants and their dependents of school districts, charter schools, and education realted organizations.

The purpose of the idaho school benefit trust is to provide certain self-funded health and welfare benefits on behalf of and for the benefit of the participants and their dependents of school districts, charter schools, and education related organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$15,615,434$14,191,002▼ $1,424,432
Savings and Temporary Cash Investments$14,905,301$11,828,978▼ $3,076,323
Accounts Receivable$6,447,462$4,463,678▼ $1,983,784
Prepaid Expenses and Deferred Charges$135,007$125,971▼ $9,036
Total Assets$37,103,204$30,609,629▼ $6,493,575
Liabilities
Other Liabilities$15,264,311$19,220,222▲ $3,955,911
Deferred Revenue$6,696,444$120,521▼ $6,575,923
Accounts Payable and Accrued Expenses$1,501$114,231▲ $112,730
Total Liabilities$21,962,256$19,454,974▼ $2,507,282
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$15,140,948$11,154,655▼ $3,986,293
Total Net Assets Fund Balance$15,140,948$11,154,655▼ $3,986,293
Total Liabilities and Net Assets / Fund Balance$37,103,204$30,609,629▼ $6,493,575

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$101,718--
Compensation and Service Providers

Employees

NameTitleBaseTotal
Gordon WoolleyChairman$3,500$3,500
Darren UrangaTreasurer$3,470$3,470
Chuck KinseyVice Chairman$2,500$2,500
Gaylen SmyerTrustee$2,000$2,000
Wil OvergaardTrustee$2,000$2,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$169,767,591
Investment Income
$1,235,034
Other Revenue
$0
Change in Net Assets
$-3,986,293

Audited Revenue Reconciliation

Revenue per Audited Statements
$171,002,625
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$171,002,625
Total Revenue per Form 990
$171,002,625
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$17,853,094
Salaries, Compensation, and Employee Benefits$13,470
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$157,122,354
Fees for Services Management---$13,361,150
Insurance---$3,203,168
Fees for Services Other---$871,896
Other Expenses---$378,654
Fees for Services Accounting---$27,538
Current Officers, Directors, Trustees, and Key Employees---$13,470
Travel---$6,920
Office Expenses---$2,688
Information Technology---$1,080
Total Functional Expenses$0$0$0$174,988,918

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$174,988,918
Total Expenses per Audited Statements$174,988,918
Total Expenses per Form 990$174,988,918
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Claims Incurred But Not Reported$19,220,222
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
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 board reviews and a designated trustee signs the return before it is filed.

Form 990, Part VI, Section C, Line 19

The governing documents and financial statements are availiable to the public upon written request.

Filing and Contact Details

Filer

Filer Name
Idaho School Benefit Trust
EIN
47-1372682
Phone
2089964701
Address
500 W WASHINGTON ST, BOISE, ID 83702

Signing Officer

Name
Darren Uranga
Title
Treasurer
Phone
2089964701
Signed
2025-07-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Darren Uranga
Formed
2014
Legal Domicile
Id
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Sorren Inc
Address
1120 S RACKHAM WAY SUITE 100, MERIDIAN, ID 83642
Preparer
Cheryl Guiddy
Phone
2083338965
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The board of trustees is the oversight committee. Process has not changed from the prior year.

Financial Statement Notes

PART X, LINE 2:

The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under that guidance, the trust may recognize tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities based on the technical merits of the position. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. There were no unrecognized tax benefits identified or recorded as liabilities for fiscal years 2024 or 2023. Uncertain tax positions (continued) the trust files form 990 in the u.s. Federal jurisdiction. The trust is generally no longer subject to examination by the internal revenue services for years before 2020.

Raw XML AppendixShowing 400 of 1,344 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/BOYAmt01501
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0114231
IRS990/AccountsReceivableGrp/BOYAmt06447462
IRS990/AccountsReceivableGrp/EOYAmt04463678
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE PURPOSE OF THE IDAHO SCHOOL BENEFIT TRUST IS TO PROVIDE CERTAIN SELF-FUNDED HEALTH AND WELFARE BENEFITS ON BEHALF OF AND FOR THE BENEFIT OF THE PARTICIPANTS AND THEIR DEPENDENTS OF SCHOOL DISTRICTS, CHARTER SCHOOLS, AND EDUCATION RELATED ORGANIZATIONS.
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt0157122354
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DEBBIE HAINKE
IRS990/BooksInCareOfDetail/PhoneNum02083380427
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0777 S LATAH ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0BOISE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ID
IRS990/BooksInCareOfDetail/USAddress/ZIPCd083705
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt013470
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0157122354
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01235034
IRS990/CYOtherExpensesAmt017853094
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0169767591
IRS990/CYRevenuesLessExpensesAmt0-3986293
IRS990/CYSalariesCompEmpBnftPaidAmt013470
IRS990/CYTotalExpensesAmt0174988918
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0171002625
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt06696444
IRS990/DeferredRevenueGrp/EOYAmt0120521
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDED CERTAIN SELF-FUNDED HEALTH AND WELFARE BENEFITS ON BEHALF OF AND FOR THE BENEFIT OF THE PARTICIPANTS AND THEIR DEPENDENTS OF PARTICIPATING EMPLOYERS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt027538
IRS990/FeesForServicesManagementGrp/TotalAmt013361150
IRS990/FeesForServicesOtherGrp/TotalAmt0871896
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0DARREN URANGA
IRS990/Form990PartVIISectionAGrp/PersonNm1GORDON WOOLLEY
IRS990/Form990PartVIISectionAGrp/PersonNm2CHUCK KINSEY
IRS990/Form990PartVIISectionAGrp/PersonNm3WIL OVERGAARD
IRS990/Form990PartVIISectionAGrp/PersonNm4GAYLEN SMYER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt03470
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt32000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt42000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02014
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0171002625
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt01080
IRS990/InsuranceGrp/TotalAmt03203168
IRS990/InvestmentIncomeGrp/ExclusionAmt01235034
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01235034
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt015615434
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt014191002
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0ID
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PURPOSE OF THE IDAHO SCHOOL BENEFIT TRUST IS TO PROVIDE CERTAIN SELF-FUNDED HEALTH AND WELFARE BENEFITS ON BEHALF OF AND FOR THE BENEFIT OF THE PARTICIPANTS AND THEIR DEPENDENTS OF SCHOOL DISTRICTS, CHARTER SCHOOLS, AND EDUCATION RELATED ORGANIZATIONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt015140948
IRS990/NetAssetsOrFundBalancesEOYAmt011154655
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt015140948
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt011154655
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt02688
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0IMMUNIZATION ASSESSMENT
IRS990/OtherExpensesGrp/TotalAmt0378654
IRS990/OtherLiabilitiesGrp/BOYAmt015264311
IRS990/OtherLiabilitiesGrp/EOYAmt019220222
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0135007
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0125971
IRS990/PrincipalOfficerNm0DARREN URANGA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0524292
IRS990/ProgramServiceRevenueGrp/Desc0PARTICIPANTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0169767591
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0169767591
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0151649593
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0876274
IRS990/PYOtherExpensesAmt018325762
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0166677448
IRS990/PYRevenuesLessExpensesAmt0-2424241
IRS990/PYSalariesCompEmpBnftPaidAmt02608
IRS990/PYTotalExpensesAmt0169977963
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0167553722
IRS990/ReconcilationRevenueExpnssAmt0-3986293
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt014905301
IRS990/SavingsAndTempCashInvstGrp/EOYAmt011828978
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0174988918
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt019220222
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS INCURRED BUT NOT REPORTED
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt014089284
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1101718
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CERTIFICATES OF DEPOSIT
IRS990ScheduleD/OtherSecuritiesGrp/Desc1ACCRUED INTEREST
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0171002625
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THAT GUIDANCE, THE TRUST MAY RECOGNIZE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES FOR FISCAL YEARS 2024 OR 2023. UNCERTAIN TAX POSITIONS (CONTINUED) THE TRUST FILES FORM 990 IN THE U.S. FEDERAL JURISDICTION. THE TRUST IS GENERALLY NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICES FOR YEARS BEFORE 2020.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt014191002
IRS990ScheduleD/TotalExpensesPerForm990Amt0174988918
IRS990ScheduleD/TotalLiabilityAmt019220222
IRS990ScheduleD/TotalRevenuePerForm990Amt0171002625
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0171002625
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0174988918
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD REVIEWS AND A DESIGNATED TRUSTEE SIGNS THE RETURN BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILIABLE TO THE PUBLIC UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF TRUSTEES IS THE OVERSIGHT COMMITTEE. PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd60
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd70
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd80
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd90
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd110
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd120
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd130
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd140
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd150
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd160
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd170
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd180
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd190
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd210
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd220
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd230
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd240
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd250
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd260
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd270
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd280
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd290
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd300
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd310
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd320
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd330
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd340
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd350
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd360
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd370
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd380
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd390
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd400
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd410
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd420
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd430
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd440
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd450
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd460
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd470
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd480
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd490
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd500
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd510
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd520
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd530
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd540
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd550
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd560
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd570
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd580
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd590
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd600
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd610
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd620
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd630
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd640
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd650
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd660
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd670
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd680
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd690
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd700
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd710
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd720
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd730
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd740
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd750
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd760
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd770
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd780
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd790
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd800
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd810
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd820
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd830
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd840
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd850
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd860
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd870
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd880
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd890
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd900
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd910
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd920
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd930
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd940
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd950
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd960
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd970
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd980
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd990
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1000
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1010
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1020
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1030
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1040
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1050
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1060
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1070
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1080
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1090
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1110
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1120
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt3NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt4NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt5NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt6NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt7NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt8NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt9NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt10NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt11NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt12NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt13NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt14NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt15NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt16NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt17NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt18NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt19NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt20NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt21NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt22NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt23NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt24NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt25NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt26NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt27NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt28NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt29NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt30NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt31NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt32NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt33NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt34NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt35NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt36NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt37NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt38NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt39NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt40NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt41NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt42NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt43NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt44NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt45NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt46NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt47NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt48NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt49NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt50NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt51NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt52NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt53NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt54NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt55NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt56NO

Document Assets

No mirrored PDF or thumbnail assets are attached yet.