Civic Intelligence

Afognak Native Corporation Fringe Benefit Trust

EIN 47-7303389 • 501(c)9 • Anchorage, AK

Profile

The plan provides medical, dental, vision, prescription drug, life insurance, short-term disability, long term disability and other fringe benefits for all employees of the afognak native corporation and its subsidiaries.

3909 Arctic Blvd Suite 500Anchorage, AK 99503

www.afognak.com

Siviq Scores

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

Liabilities / Assets

78th percentile

0.20x

Higher debt load relative to assets than 78% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

63rd percentile

0.06x

Higher debt load relative to revenue than 63% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Net Margin

27th percentile

-1.9%

Higher net margin than 27% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

99th percentile

$1,504,133

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 8.0% of source-year revenue.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Asset Growth

25th percentile

-3.5%

Faster asset growth than 25% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

15th percentile

-9.2%

Faster revenue growth than 15% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Down

$5,589,580

Down $203,041 (-3.5%) from 2023

Liabilities

Up

$1,095,814

Up $162,799 (+17%) from 2023

Net Assets

Down

$4,493,766

Down $365,840 (-7.5%) from 2023

Revenue

Down

$18,887,295

Down $1,910,264 (-9.2%) from 2023

Expenses

Down

$19,253,135

Down $1,414,459 (-6.8%) from 2023

Net Income

Down

-$365,840

Down $495,805 (-381%) from 2023

Trend Graphs

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2017: $6,334,519Liabilities 2017: $88,298Net Assets 2017: $6,246,2212017Assets 2018: $5,875,245Liabilities 2018: $727,046Net Assets 2018: $5,148,1992018Assets 2019: $3,739,101Liabilities 2019: $792,460Net Assets 2019: $2,946,6412019Assets 2020: $3,906,200Liabilities 2020: $794,795Net Assets 2020: $3,111,4052020Assets 2021: $4,843,867Liabilities 2021: $1,036,511Net Assets 2021: $3,807,3562021Assets 2022: $5,427,072Liabilities 2022: $697,431Net Assets 2022: $4,729,6412022Assets 2023: $5,792,621Liabilities 2023: $933,015Net Assets 2023: $4,859,6062023Assets 2024: $5,589,580Liabilities 2024: $1,095,814Net Assets 2024: $4,493,7662024

Highlighted filing

2024

Assets$5,589,580
Liabilities$1,095,814
Net Assets$4,493,766

Operations Trend

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

$30M$20M$10M$0-$10MRevenue 2017: $21,324,514Expenses 2017: $19,150,761Net Income 2017: $2,173,7532017Revenue 2018: $20,770,181Expenses 2018: $21,868,203Net Income 2018: -$1,098,0222018Revenue 2019: $24,649,453Expenses 2019: $26,851,011Net Income 2019: -$2,201,5582019Revenue 2020: $27,431,553Expenses 2020: $27,266,789Net Income 2020: $164,7642020Revenue 2021: $24,371,612Expenses 2021: $23,675,661Net Income 2021: $695,9512021Revenue 2022: $23,150,005Expenses 2022: $22,227,720Net Income 2022: $922,2852022Revenue 2023: $20,797,559Expenses 2023: $20,667,594Net Income 2023: $129,9652023Revenue 2024: $18,887,295Expenses 2024: $19,253,135Net Income 2024: -$365,8402024

Highlighted filing

2024

Revenue$18,887,295
Expenses$19,253,135
Net Income-$365,840

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 28, 2025
Return Version
2024v5.2
Gross Receipts
$18,887,295
Mission and Program Overview

Mission

The plan provides medical, dental, vision, prescription drug, life insurance, short-term disability, long term disability and other fringe benefits for all employees of the afognak native corporation and its subsidiaries.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,859,606$4,493,766▼ $365,840
Savings and Temporary Cash Investments-$2,859,310-
Accounts Receivable$1,646,872$2,045,645▲ $398,773
Cash and Non-Interest-Bearing Accounts$3,821,424$50,000▼ $3,771,424
Prepaid Expenses and Deferred Charges$324,325$30,287▼ $294,038
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$5,792,621$5,589,580▼ $203,041
Other Assets Total$0$604,338▲ $604,338
Liabilities
Accounts Payable and Accrued Expenses$492,676$684,013▲ $191,337
Other Liabilities$440,339$411,801▼ $28,538
Total Liabilities$933,015$1,095,814▲ $162,799
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,859,606$4,493,766▼ $365,840
Total Liabilities and Net Assets / Fund Balance$5,792,621$5,589,580▼ $203,041

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$604,338--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Amy ShimekTrustee
Greg HambrightTrustee
Kathleen VillarsTrustee
Patricia WatsonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$18,861,820
Investment Income
$25,475
Other Revenue
$0
Change in Net Assets
$-365,840

Audited Revenue Reconciliation

Revenue per Audited Statements
$18,887,295
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$18,887,295
Total Revenue per Form 990
$18,887,295
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,522,230
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---$17,730,905
Fees for Services Other---$1,522,230
Total Functional Expenses$0$0$0$19,253,135

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$19,253,135
Total Expenses per Audited Statements$19,253,135
Total Expenses per Form 990$19,253,135
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
Retirement Plan Allocation Liability$411,801
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
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

Trustee reviews and discusses form 990 with the governing body before it is filed with the irs.

Form 990, Part VI, Section C, Line 19

The plan makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Afognak Native Corporation
EIN
47-7303389
Phone
8882329574
Address
3909 ARCTIC BLVD SUITE 500, ANCHORAGE, AK 99503

Signing Officer

Name
Patricia Watson
Title
Trustee
Phone
8882329574
Signed
2025-08-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia Watson
Formed
2015
Legal Domicile
Va
Voting Board Members
4
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Citrin Cooperman Advisors LLC
Address
7900 WESTPARK DR SUITE A220, MCLEAN, VA 22102
Preparer
Allison Parsons
Phone
7032814880
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C Explanation

No changes to the trust's oversight process during the tax year.

Financial Statement Notes

PART X, LINE 2:

U.s. Gaap requires plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain tax position that more likely than not would not be sustained upon examination by the irs. The plan sponsor has analyzed the tax positions taken by the plan, and has concluded that as of december 31, 2024 and 2023, there are no uncertain tax positions taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.

Raw XML Appendix385 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/BOYAmt0492676
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0684013
IRS990/AccountsReceivableGrp/BOYAmt01646872
IRS990/AccountsReceivableGrp/EOYAmt02045645
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE PLAN PROVIDES MEDICAL, DENTAL, VISION, PRESCRIPTION DRUG, LIFE INSURANCE, SHORT-TERM DISABILITY, LONG TERM DISABILITY AND OTHER FRINGE BENEFITS FOR ALL EMPLOYEES OF THE AFOGNAK NATIVE CORPORATION AND ITS SUBSIDIARIES.
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt017730905
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum08882329574
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03909 ARCTIC BLVD SUITE 500
IRS990/BooksInCareOfDetail/USAddress/CityNm0ANCHORAGE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AK
IRS990/BooksInCareOfDetail/USAddress/ZIPCd099503
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt03821424
IRS990/CashNonInterestBearingGrp/EOYAmt050000
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt017730905
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt025475
IRS990/CYOtherExpensesAmt01522230
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt018861820
IRS990/CYRevenuesLessExpensesAmt0-365840
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt019253135
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt018887295
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE PLAN PROVIDES MEDICAL, DENTAL, VISION, PRESCRIPTION DRUG, LIFE INSURANCE, SHORT-TERM DISABILITY, LONG TERM DISABILITY AND OTHER FRINGE BENEFITS FOR ALL EMPLOYEES AND THEIR DEPENDENTS OF THE AFOGNAK NATIVE CORPORATION AND ITS SUBSIDIARIES. AT 12/31/24 THE PLAN HAD 2,538 PARTICIPANTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/TotalAmt01522230
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt03500
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120059
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt29668
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt33500
IRS990/Form990PartVIISectionAGrp/PersonNm0PATRICIA WATSON
IRS990/Form990PartVIISectionAGrp/PersonNm1GREG HAMBRIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm2KATHLEEN VILLARS
IRS990/Form990PartVIISectionAGrp/PersonNm3AMY SHIMEK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0287302
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11484074
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2511264
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3475985
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02015
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt018887295
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt025475
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt025475
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0VA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PLAN PROVIDES MEDICAL, DENTAL, VISION, PRESCRIPTION DRUG, LIFE INSURANCE, SHORT-TERM DISABILITY, LONG TERM DISABILITY AND OTHER FRINGE BENEFITS FOR ALL EMPLOYEES OF THE AFOGNAK NATIVE CORPORATION AND ITS SUBSIDIARIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04859606
IRS990/NetAssetsOrFundBalancesEOYAmt04493766
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt0604338
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt0440339
IRS990/OtherLiabilitiesGrp/EOYAmt0411801
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0324325
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt030287
IRS990/PrincipalOfficerNm0PATRICIA WATSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/BusinessCd2525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2COBRA CONTRIBUTION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt014151376
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14652328
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt258116
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt014151376
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14652328
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt258116
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt018903470
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt01764124
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt020797559
IRS990/PYRevenuesLessExpensesAmt0129965
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt020667594
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt020797559
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-365840
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt04859606
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt04493766
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02859310
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt019253135
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0604338
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0PRESCRIPTION DRUG REBATE RECEIVABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0411801
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RETIREMENT PLAN ALLOCATION LIABILITY
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt018887295
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0U.S. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN SPONSOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024 AND 2023, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0604338
IRS990ScheduleD/TotalExpensesPerForm990Amt019253135
IRS990ScheduleD/TotalLiabilityAmt0411801
IRS990ScheduleD/TotalRevenuePerForm990Amt018887295
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt018887295
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt019253135
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt0350000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt175000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt275000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt330000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt01130510
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1432752
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2399743
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3250500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt020059
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt19668
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt23500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt33500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt03564
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt13512
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt21242
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt36802
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0GREG HAMBRIGHT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1KATHLEEN VILLARS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2AMY SHIMEK
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3PATRICIA WATSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt01504133
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1520932
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2479485
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3290802
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUSTEE REVIEWS AND DISCUSSES FORM 990 WITH THE GOVERNING BODY BEFORE IT IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PLAN MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO CHANGES TO THE TRUST'S OVERSIGHT PROCESS DURING THE TAX 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 EXPLANATION
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt024823596
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0PER GENERAL LEDGER
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0AFOGNAK NATIVE CORPORATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0S
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05792621
IRS990/TotalAssetsEOYAmt05589580
IRS990/TotalAssetsGrp/BOYAmt05792621
IRS990/TotalAssetsGrp/EOYAmt05589580
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt019253135
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0933015
IRS990/TotalLiabilitiesEOYAmt01095814
IRS990/TotalLiabilitiesGrp/BOYAmt0933015
IRS990/TotalLiabilitiesGrp/EOYAmt01095814
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04859606
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04493766
IRS990/TotalOtherCompensationAmt036727
IRS990/TotalProgramServiceRevenueAmt018861820
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt025475
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt018861820
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt018887295
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05792621
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05589580
IRS990/TotReportableCompRltdOrgAmt02758625
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03909 ARCTIC BLVD SUITE 500
IRS990/USAddress/CityNm0ANCHORAGE
IRS990/USAddress/StateAbbreviationCd0AK
IRS990/USAddress/ZIPCd099503
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.AFOGNAK.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA WATSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08882329574
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AFOGNAK NATIVE CORPORATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FRINGE BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0AFOG
ReturnHeader/Filer/EIN0477303389
ReturnHeader/Filer/PhoneNum08882329574
ReturnHeader/Filer/USAddress/AddressLine1Txt03909 ARCTIC BLVD SUITE 500
ReturnHeader/Filer/USAddress/CityNm0ANCHORAGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AK
ReturnHeader/Filer/USAddress/ZIPCd099503
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0872525370
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CITRIN COOPERMAN ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07900 WESTPARK DR SUITE A220
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MCLEAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022102
ReturnHeader/PreparerPersonGrp/PhoneNum07032814880
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLISON PARSONS
ReturnHeader/ReturnTs02025-08-29T12:55:46-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.