Civic Intelligence

Graphic Communications National Health and Welfare Fund

990 • Fiscal year 2017 • EIN 52-2045099

Jun 01, 2016 to May 31, 2017 • Filed on Mar 02, 2018

Organization ProfileN/A

View Organization Page

60 Boulevard Of The Allies No 620Pittsburgh, PA 15222

(412) 201-2233

Siviq Scores

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

Liabilities / Assets

69th percentile

0.08x

Higher debt load relative to assets than 69% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

63rd percentile

0.05x

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

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Net Margin

44th percentile

0.4%

Higher net margin than 44% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Asset Growth

27th percentile

-4.2%

Faster asset growth than 27% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

9th percentile

-26%

Faster revenue growth than 9% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$1,522,304

Down $66,821 (-4.2%) from 2016

Net Assets

Up

$1,397,601

Up $63,159 (+4.7%) from 2016

Liabilities

Down

$124,703

Down $129,980 (-51%) from 2016

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin44th percentile

Revenue

Down

$2,468,033

Down $863,553 (-26%) from 2016

Expenses

Down

$2,457,774

Down $1,644,389 (-40%) from 2016

Net Income

Up

$10,259

Up $780,836 (+101%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $5,276,398Liabilities 2010: $1,026,473Net Assets 2010: $4,249,9252010Assets 2011: $5,701,495Liabilities 2011: $492,337Net Assets 2011: $5,209,1582011Assets 2012: $5,425,813Liabilities 2012: $924,092Net Assets 2012: $4,501,7212012Assets 2013: $4,881,977Liabilities 2013: $283,580Net Assets 2013: $4,598,3972013Assets 2014: $3,884,808Liabilities 2014: $499,349Net Assets 2014: $3,385,4592014Assets 2015: $2,613,695Liabilities 2015: $493,759Net Assets 2015: $2,119,9362015Assets 2016: $1,589,125Liabilities 2016: $254,683Net Assets 2016: $1,334,4422016Assets 2017: $1,522,304Liabilities 2017: $124,703Net Assets 2017: $1,397,6012017Assets 2018: $1,690,941Liabilities 2018: $130,493Net Assets 2018: $1,560,4482018Assets 2019: $1,784,074Liabilities 2019: $170,303Net Assets 2019: $1,613,7712019Assets 2020: $1,391,204Liabilities 2020: $161,614Net Assets 2020: $1,229,5902020Assets 2021: $1,393,196Liabilities 2021: $83,163Net Assets 2021: $1,310,0332021Assets 2022: $1,286,241Liabilities 2022: $62,243Net Assets 2022: $1,223,9982022Assets 2023: $1,259,775Liabilities 2023: $78,686Net Assets 2023: $1,181,0892023Assets 2024: $1,302,783Liabilities 2024: $37,609Net Assets 2024: $1,265,1742024Assets 2025: $1,431,782Liabilities 2025: $49,878Net Assets 2025: $1,381,9042025

Highlighted filing

2017

Assets$1,522,304
Liabilities$124,703
Net Assets$1,397,601
Open 2017 Filing

Operations Trend

Revenue Growth9th percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $17,285,1992010Expenses 2011: $14,566,7582011Revenue 2012: $14,163,102Expenses 2012: $14,920,558Net Income 2012: -$757,4562012Expenses 2013: $8,242,3902013Revenue 2014: $4,195,172Expenses 2014: $5,369,442Net Income 2014: -$1,174,2702014Revenue 2015: $3,913,429Expenses 2015: $5,295,501Net Income 2015: -$1,382,0722015Revenue 2016: $3,331,586Expenses 2016: $4,102,163Net Income 2016: -$770,5772016Revenue 2017: $2,468,033Expenses 2017: $2,457,774Net Income 2017: $10,2592017Revenue 2018: $1,672,245Expenses 2018: $1,540,456Net Income 2018: $131,7892018Revenue 2019: $1,654,582Expenses 2019: $1,636,596Net Income 2019: $17,9862019Revenue 2020: $1,451,005Expenses 2020: $1,953,374Net Income 2020: -$502,3692020Revenue 2021: $1,163,317Expenses 2021: $1,342,128Net Income 2021: -$178,8112021Revenue 2022: $684,602Expenses 2022: $713,221Net Income 2022: -$28,6192022Revenue 2023: $640,842Expenses 2023: $672,394Net Income 2023: -$31,5522023Revenue 2024: $591,158Expenses 2024: $687,120Net Income 2024: -$95,9622024Revenue 2025: $547,210Expenses 2025: $548,882Net Income 2025: -$1,6722025

Highlighted filing

2017

Revenue$2,468,033
Expenses$2,457,774
Net Income$10,259
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Mar 2, 2018
Return Version
2016v3.0
Gross Receipts
$2,468,033
Mission and Program Overview

Mission

Provide health benefits for union members

Graphic communications national health & welfare fund's exempt purpose is to provide health & welfare benefits to its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,334,442$1,397,601▲ $63,159
Investments Other Securities$1,152,526$1,029,670▼ $122,856
Cash and Non-Interest-Bearing Accounts$284,661$356,137▲ $71,476
Accounts Receivable$135,945$118,261▼ $17,684
Prepaid Expenses and Deferred Charges$15,993$18,236▲ $2,243
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$1,589,125$1,522,304▼ $66,821
Liabilities
Deferred Revenue$80,218$79,159▼ $1,059
Accounts Payable and Accrued Expenses$174,465$45,544▼ $128,921
Total Liabilities$254,683$124,703▼ $129,980
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,334,442$1,397,601▲ $63,159
Total Liabilities and Net Assets / Fund Balance$1,589,125$1,522,304▼ $66,821

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,029,670--
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Patrick DierEmployer Trustee
Robert LindgrenEmployer Trustee
Andrew DouglasUnion Trustee
Doug BrownUnion Trustee
Gordon BeukemaUnion Trustee
James BemowskiUnion Trustee
Steve AldrichUnion Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,443,790
Investment Income
$24,243
Other Revenue
$0
Change in Net Assets
$10,259

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,468,033
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-12,311
Total Revenue per Audited Statements
$2,455,722
Total Revenue per Form 990
$2,468,033
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$483,348
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---$1,974,426
Fees for Services Legal---$51,503
Other Expenses---$35,502
All Other Expenses---$34,552
Fees for Services Accounting---$27,490
Conferences and Meetings---$619
Total Functional Expenses$0$0$0$2,457,774

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,536,500
Total Expenses per Audited Statements$2,536,500
Total Expenses per Form 990$2,457,774
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-78,726
Other Expense Adjustments$-78,726
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
Governance and Compliance

Governance Checklist

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

Governance Explanations

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

“All trustees are provided a copy of the completed form before it is filed. The form is reviewed and approved by the trustees before filling.”

Form 990, Part VI, Section B, Line 12C

“Also, lines 13 and 14: the board of trustees adopted a conflict of interest policy, a whistleblower policy and a document retention policy subsequent to may 31, 2009.”

Form 990, Part VI, Section C, Line 19

“Participants can review the fund's documents at the fund office.”

Filing and Contact Details

Filer

Filer Name
Graphic Communications National Health
EIN
52-2045099
Phone
4122012233
Address
60 BOULEVARD OF THE ALLIES NO 620, PITTSBURGH, PA 15222

Signing Officer

Name
Andrew Douglas
Title
Trustee/ Co-chairman
Phone
4122012233
Signed
2018-03-02

Organization Details

Principal Officer
Andrew Douglas
Formed
1997
Legal Domicile
Pa
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Salter & Company LLC
Address
4600 EAST-WEST HIGHWAY SUITE 300, BETHESDA, MD 20814-3415
Preparer
Joseph M Herishen CPA
Phone
3018307400
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Net appreciation in fair value of investments 52,900.”

Financial Statement Notes

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Claims payable - net change”

Raw XML AppendixShowing 400 of 440 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/BOYAmt0174465
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt045544
IRS990/AccountsReceivableGrp/BOYAmt0135945
IRS990/AccountsReceivableGrp/EOYAmt0118261
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0GRAPHIC COMMUNICATIONS NATIONAL HEALTH & WELFARE FUND'S EXEMPT PURPOSE IS TO PROVIDE HEALTH & WELFARE BENEFITS TO ITS MEMBERS.
IRS990/AllOtherExpensesGrp/TotalAmt034552
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BenefitsToMembersGrp/TotalAmt01974426
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CDS ADMINISTRATORS INC
IRS990/BooksInCareOfDetail/PhoneNum04122012242
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05 GATEWAY CTR 60 BLVD OF THE ALLIES
IRS990/BooksInCareOfDetail/USAddress/CityNm0PITTSBURGH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd015222
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt01334442
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt01397601
IRS990/CashNonInterestBearingGrp/BOYAmt0284661
IRS990/CashNonInterestBearingGrp/EOYAmt0356137
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt0619
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt01974426
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt024243
IRS990/CYOtherExpensesAmt0483348
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt02443790
IRS990/CYRevenuesLessExpensesAmt010259
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt02457774
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02468033
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt080218
IRS990/DeferredRevenueGrp/EOYAmt079159
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDES HEALTH AND WELFARE BENEFITS TO PARTICIPATING GRAPHIC COMMUNICATION LOCAL UNION AND THEIR MEMBERS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt027490
IRS990/FeesForServicesLegalGrp/TotalAmt051503
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0GORDON BEUKEMA
IRS990/Form990PartVIISectionAGrp/PersonNm1DOUG BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm2JAMES BEMOWSKI
IRS990/Form990PartVIISectionAGrp/PersonNm3ANDREW DOUGLAS
IRS990/Form990PartVIISectionAGrp/PersonNm4PATRICK DIER
IRS990/Form990PartVIISectionAGrp/PersonNm5STEVE ALDRICH
IRS990/Form990PartVIISectionAGrp/PersonNm6ROBERT LINDGREN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6EMPLOYER TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02468033
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt024243
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt024243
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01152526
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01029670
IRS990/IRPDocumentCnt0151
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE HEALTH BENEFITS FOR UNION MEMBERS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01334442
IRS990/NetAssetsOrFundBalancesEOYAmt01397601
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt052900
IRS990/OtherExpensesGrp/Desc0CLAIMS ADMIN FEES & EXP
IRS990/OtherExpensesGrp/Desc1CONSULTING FEES
IRS990/OtherExpensesGrp/Desc2NETWORK FEES
IRS990/OtherExpensesGrp/Desc3TRUSTEE EXPENSE
IRS990/OtherExpensesGrp/TotalAmt0185167
IRS990/OtherExpensesGrp/TotalAmt1104052
IRS990/OtherExpensesGrp/TotalAmt244463
IRS990/OtherExpensesGrp/TotalAmt335502
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt015993
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt018236
IRS990/PrincipalOfficerNm0ANDREW DOUGLAS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/BusinessCd2525100
IRS990/ProgramServiceRevenueGrp/Desc0CONTR. FR. LOCAL UNION
IRS990/ProgramServiceRevenueGrp/Desc1SUBROGATIONS
IRS990/ProgramServiceRevenueGrp/Desc2PREM REC'D EXP SCR/NVA
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02323377
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1114839
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt25574
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02323377
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1114839
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt25574
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt03523227
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt036787
IRS990/PYOtherExpensesAmt0578936
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt03294799
IRS990/PYRevenuesLessExpensesAmt0-770577
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt04102163
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03331586
IRS990/ReconcilationRevenueExpnssAmt010259
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-78726
IRS990ScheduleD/ExpensesSubtotalAmt02536500
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-12311
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-78726
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01029670
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0-12311
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02468033
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CLAIMS PAYABLE - NET CHANGE
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt01029670
IRS990ScheduleD/TotalExpensesPerForm990Amt02457774
IRS990ScheduleD/TotalRevenuePerForm990Amt02468033
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02455722
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02536500
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL TRUSTEES ARE PROVIDED A COPY OF THE COMPLETED FORM BEFORE IT IS FILED. THE FORM IS REVIEWED AND APPROVED BY THE TRUSTEES BEFORE FILLING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALSO, LINES 13 AND 14: THE BOARD OF TRUSTEES ADOPTED A CONFLICT OF INTEREST POLICY, A WHISTLEBLOWER POLICY AND A DOCUMENT RETENTION POLICY SUBSEQUENT TO MAY 31, 2009.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PARTICIPANTS CAN REVIEW THE FUND'S DOCUMENTS AT THE FUND OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NET APPRECIATION IN FAIR VALUE OF INVESTMENTS 52,900.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd10
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd20
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd30
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd40
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd50
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd60
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd70
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd80
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd90
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0930519660
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN1340873272
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN2841250534
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN3270480416
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN4060887276
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN5390771814
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN6391311394
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN7390537980
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN8390192018
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN9391670274
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd10
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd20
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd30
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd40
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd50
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd60
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd70
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd80
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd90
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd1OH
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd2OR
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd3TN
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd4AR
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd5WI
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd6WI
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd7WI
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd8WI
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd9WI
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0COMMERCIAL PRINTING
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt1COMMERCIAL PRINTING
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt2COMMERCIAL PRINTING
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt3COMMERCIAL PRINTING
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt4COMMERCIAL PRINTING
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt5COMMERCIAL PRINTING
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt6COMMERCIAL PRINTING
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt7COMMERCIAL PRINTING
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt8COMMERCIAL PRINTING
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt9COMMERCIAL PRINTING
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0PRIDE PRINTING COMPANY INC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt1BEST PRINTING COMPANY
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt2GRAPHIC ARTS CENTER
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt3QUAD GRAPHICS INC CLARKSVILLE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt4QUAD GRAPHICS INC JONESBORO
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt5MCP CO INC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt6JOHNSON LITHOGRAPHICS INC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt7PHILIPP LITHOGRAPHING CO
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt8BURTON & MAYER INC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt9COLONIAL QUALITY PRINTING INC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt0406 FIRST AVE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt1870 E 152
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt22000 NW WILSON ST
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt3451 INTERNATIONAL BLVD
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt44708 KRUEGAR DR
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt52320 N 11TH STREET
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt62219 GALLOWAY ST
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt71960 WISCONSIN AVE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt8W 140 N9000 LILLY ROAD
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt92997 S HOWELL AVE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0ALBANY
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm1CLEVELAND
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm2PORTLAND
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm3CLARKSVILLE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm4JONESBORO
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm5MILWAUKEE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm6EAU CLAIRE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm7GRAFTON
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm8MENOMONEE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm9MILWAUKEE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0OR
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd1OH
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd2OR
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd3TN
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd4AR
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd5WI
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd6WI
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd7WI
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd8WI
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd9WI
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd097321
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd144110
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd297209
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd337040
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd472401
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd553206
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd654703
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd753024
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd853051
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd953207
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01589125
IRS990/TotalAssetsEOYAmt01522304
IRS990/TotalAssetsGrp/BOYAmt01589125
IRS990/TotalAssetsGrp/EOYAmt01522304
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt02457774
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0254683
IRS990/TotalLiabilitiesEOYAmt0124703
IRS990/TotalLiabilitiesGrp/BOYAmt0254683
IRS990/TotalLiabilitiesGrp/EOYAmt0124703
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01334442
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01397601
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt02443790
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt024243
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02443790
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02468033
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01589125
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01522304
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,522,304
Liabilities
$124,703
Net assets
$1,397,601
Revenue
$2,468,033
Expenses
$2,457,774
Net income
$10,259
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.43$0.05$1.38$0.55$0.55$0.00
2024Detailed filing. Detailed filing data is available for this year.$1.30$0.04$1.27$0.59$0.69$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.26$0.08$1.18$0.64$0.67$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.29$0.06$1.22$0.68$0.71$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.39$0.08$1.31$1.16$1.34$0.18
2020Detailed filing. Detailed filing data is available for this year.$1.39$0.16$1.23$1.45$1.95$0.50
2019Detailed filing. Detailed filing data is available for this year.$1.78$0.17$1.61$1.65$1.64$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.69$0.13$1.56$1.67$1.54$0.13
2017Detailed filing. Detailed filing data is available for this year.$1.52$0.12$1.40$2.47$2.46$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.59$0.25$1.33$3.33$4.10$0.77
2015Detailed filing. Detailed filing data is available for this year.$2.61$0.49$2.12$3.91$5.30$1.38
2014Detailed filing. Detailed filing data is available for this year.$3.88$0.50$3.39$4.20$5.37$1.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.88$0.28$4.60$8.24
2012Summary only. Only limited summary data is available for this year.$5.43$0.92$4.50$14.2$14.9$0.76
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.70$0.49$5.21$14.6
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.28$1.03$4.25$17.3