Liabilities / Assets
59th percentile
Higher debt load relative to assets than 59% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.07x
Liabilities / Revenue
68th percentile
Higher debt load relative to revenue than 68% of similar nonprofits.
Net Margin
82nd percentile
Higher net margin than 82% of similar nonprofits.
Top Officer Pay
47th percentile
Higher top officer pay than 47% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
83rd percentile
Faster asset growth than 83% of similar nonprofits.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
Up$16,246,829
Up $2,633,746 (+19%) from 2012
Net Assets
Up$15,121,173
Up $2,688,047 (+22%) from 2012
Liabilities
Down$1,125,656
Down $54,301 (-4.6%) from 2012
Revenue And Expenses
Revenue
$9,672,278
No earlier filing loaded for comparison.
Expenses
Up$6,984,231
Up $463,821 (+7.1%) from 2012
Net Income
$2,688,047
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2013 to Dec 31, 2013
- Signed
- Sep 29, 2014
- Return Version
- 2013v3.1
- Gross Receipts
- $20,550,419
Mission and Program Overview
Mission
Providing health and welfare benefits
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $11,912,993 | $13,446,949 | ▲ $1,533,956 |
| Savings and Temporary Cash Investments | $305,233 | $1,159,894 | ▲ $854,661 |
| Cash and Non-Interest-Bearing Accounts | $758,279 | $866,749 | ▲ $108,470 |
| Accounts Receivable | $636,578 | $773,237 | ▲ $136,659 |
| Other Notes and Loans Receivable, Net | - | $0 | - |
| Pledges and Grants Receivable | - | $0 | - |
| Receivable From Disqualified Prsn | - | $0 | - |
| Receivables From Officers Etc | - | $0 | - |
| Investments Other Securities | - | $0 | - |
| Investments Program Related | - | $0 | - |
| Land, Buildings, and Equipment, Net | - | $0 | - |
| Intangible Assets | - | $0 | - |
| Inventories for Sale or Use | - | $0 | - |
| Prepaid Expenses and Deferred Charges | - | $0 | - |
| Total Assets | $13,613,083 | $16,246,829 | ▲ $2,633,746 |
| Other Assets Total | - | $0 | - |
| Liabilities | |||
| Other Liabilities | $1,053,300 | $1,051,400 | ▼ $1,900 |
| Accounts Payable and Accrued Expenses | $126,657 | $74,256 | ▼ $52,401 |
| Total Liabilities | $1,179,957 | $1,125,656 | ▼ $54,301 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $12,433,126 | $15,121,173 | ▲ $2,688,047 |
| Total Net Assets Fund Balance | $12,433,126 | $15,121,173 | ▲ $2,688,047 |
| Total Liabilities and Net Assets / Fund Balance | $13,613,083 | $16,246,829 | ▲ $2,633,746 |
Compensation and Service Providers
Board Members and Trustees
| Name | Title |
|---|---|
| Anthony Seiwell | Trustee |
| Larry Doggette | Trustee |
| Orlando Bonilla | Trustee |
| Richard Yost | Trustee |
| Samuel Jefferson | Trustee |
| William Grace | Trustee |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $0
- Program Service Revenue
- $8,410,519
- Investment Income
- $1,261,759
- Other Revenue
- $0
- Change in Net Assets
- $2,688,047
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Other Expenses | $861,607 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | $6,122,624 | - | - | $6,122,624 |
| All Other Expenses | - | $70,260 | - | $70,260 |
| Other Expenses | $107,352 | $64,873 | - | $64,873 |
| Fees for Service Investment Mgmnt Fees | - | $44,692 | - | $44,692 |
| Fees for Services Accounting | - | $44,092 | - | $44,092 |
| Fees for Services Legal | - | $42,723 | - | $42,723 |
| Insurance | $41,873 | - | - | $41,873 |
| Conferences and Meetings | - | $23,782 | - | $23,782 |
| Travel | - | $11,419 | - | $11,419 |
| Total Functional Expenses | $6,491,440 | $492,791 | $0 | $6,984,231 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
Political and Lobbying Activity
- Political campaign activity
- No
- Lobbying activity
- No
- Subject to proxy tax
- No
Insider Transactions and Loans
Loans and Receivables
| Line Item | Beginning | End | Change |
|---|---|---|---|
| Receivables from Disqualified Persons | - | $0 | - |
| Receivables from Officers, Directors, Trustees, and Key Employees | - | $0 | - |
Debt and Bond Financing
Other Reported Liabilities
| Liability | Amount |
|---|---|
| Hlth Clms Pending & Unrevealed Clms | $1,051,400 |
Governance and Compliance
Governance Checklist
- Compiled or reviewed by an accountant
- No
- Annual disclosure for covered persons
- Yes
- Audit committee
- No
- Backup withholding compliance
- 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, Line 11B: Form 990 Review Process
“Upon completion and prior to filing the Form 990 is presented to the Board at its' next regular meeting. Each Board member reviews the return and a period of discussion is provided with the Funds' accountant, legal counsel and consultant. Upon conclusion a motion to approve the return for filing as is or upon certain corrections is made. With motion duly made the Board may vote to file the return.”
Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts
“The Fund has no employees however it maintains a conflict of interest policy that includes all members of the Board or the Administrator. Each Trustee and Administrator must provide statements annually acknowledging the policy and compliance with the policy. The policy is monitored by periodic review. If a possible violation of the policy exists the member is provided the opportunity to explain the alleged violation. If, after hearing the response and after making further investigation, as warranted by the circumstances, the Board determines the member has failed to disclose an actual or possible conflict of interest, it shall take appropriate disciplinary and corrective action. If a conflict were to arise the interested party shall leave the meeting during discussion and deliberation of and the vote on the transaction or arrangement giving rise to the possible conflict of interest.”
Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
“The Fund makes governing documents, the conflict of interest and financial statements available upon request to all members of the Fund.”
Filing and Contact Details
Filer
- EIN
- 54-1008444
- Phone
- 4108729500
Signing Officer
- Name
- Samuel Jefferson
- Title
- Chairman
- Signed
- 2014-09-29
- Discuss with paid preparer
- Yes
Organization Details
- Formed
- 1974
- Legal Domicile
- Md
- Voting Board Members
- 6
- Independent Board Members
- 0
- Employees
- 0
Preparer
- Preparer
- Stephen M Turner CPA
- Phone
- 7032426500
Raw XML Appendix351 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/AccountantCompileOrReviewInd | 0 | false |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 126657 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 74256 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 636578 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 773237 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | PROVIDING HEALTH AND WELFARE BENEFITS |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 0 |
| IRS990/AllAffiliatesIncludedInd | 0 | false |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 70260 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 70260 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/AuditCommitteeInd | 0 | false |
| IRS990/BackupWthldComplianceInd | 0 | false |
| IRS990/BenefitsToMembersGrp/ProgramServicesAmt | 0 | 6122624 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 6122624 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | CARDAY ASSOCIATES INC |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 4108729500 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | 7130 COLUMBIA GATEWAY DRIVE |
| IRS990/BooksInCareOfDetail/USAddress/City | 0 | COLUMBIA |
| IRS990/BooksInCareOfDetail/USAddress/State | 0 | MD |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 21046 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 758279 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 866749 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 0 |
| IRS990/CompDisqualPersonsGrp/TotalAmt | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt | 0 | 23782 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 23782 |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 6122624 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 1261759 |
| IRS990/CYOtherExpensesAmt | 0 | 861607 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 8410519 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 2688047 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 6984231 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 9672278 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 0 |
| IRS990/Desc | 0 | PAYMENT OF LIFE, HEALTH, DISABILITY AND OTHER HEALTH & WELFARE RELATED BENEFITS |
| IRS990/DescribedInSection501c3Ind | 0 | false |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DistributionToDonorInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | false |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/EscrowAccountInd | 0 | false |
| IRS990/ExcessBusinessHoldingsInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 6491440 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 44092 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 44092 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 42723 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 42723 |
| IRS990/FeesForServicesLobbyingGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesProfFundraising/TotalAmt | 0 | 0 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 44692 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 44692 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignGrantsGrp/TotalAmt | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 5 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | LARRY DOGGETTE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | ORLANDO BONILLA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | ANTHONY SEIWELL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | SAMUEL JEFFERSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | WILLIAM GRACE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | RICHARD YOST |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | Trustee |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/Form990TFiledInd | 0 | false |
| IRS990/FormationYr | 0 | 1974 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | true |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 779639 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 6 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 0 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 0 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 11657780 |
| IRS990/GrossReceiptsAmt | 0 | 20550419 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 0 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 0 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 41873 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 41873 |
| IRS990/IntangibleAssetsGrp/EOYAmt | 0 | 0 |
| IRS990/InterestGrp/TotalAmt | 0 | 0 |
| IRS990/InventoriesForSaleOrUseGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 132276 |
| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | 349844 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 482120 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentsProgramRelatedGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 11912993 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 13446949 |
| IRS990/InvestTaxExemptBondsInd | 0 | false |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | MD |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 10878141 |
| IRS990/LicensedMoreThanOneStateInd | 0 | false |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | PROVIDING HEALTH AND WELFARE BENEFITS |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 12433126 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 15121173 |
| IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt | 0 | 779639 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 779639 |
| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/TotalAmt | 0 | 0 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 0 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OnBehalfOfIssuerInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OrgFiledInLieuOfForm1041Ind | 0 | false |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | PPO FEES |
| IRS990/OtherExpensesGrp/Desc | 1 | ADMINISTRATOR FEES |
| IRS990/OtherExpensesGrp/Desc | 2 | CONSULTANTS FEES |
| IRS990/OtherExpensesGrp/Desc | 3 | UTILIZATION REVIEW EXPENSE |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 107351 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 83599 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 64873 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 219591 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 107352 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 219591 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 214703 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 83599 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 64873 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 1053300 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 1051400 |
| IRS990/OtherRevenueTotalAmt | 0 | 0 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 0 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 0 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PaymentsToAffiliatesGrp/TotalAmt | 0 | 0 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 0 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 0 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 0 |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | Membership Dues & Assessments |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 8410519 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 8410519 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 5713131 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYInvestmentIncomeAmt | 0 | 711225 |
| IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt | 0 | 0 |
| IRS990/PYOtherExpensesAmt | 0 | 807279 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 7820391 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 2011206 |
| IRS990/PYTotalExpensesAmt | 0 | 6520410 |
| IRS990/PYTotalRevenueAmt | 0 | 8531616 |
| IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt | 0 | 0 |
| IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 2688047 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | false |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | true |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RoyaltiesGrp/TotalAmt | 0 | 0 |
| IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 305233 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 1159894 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 1051400 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | Hlth Clms Pending & Unrevealed Clms |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 1051400 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Upon completion and prior to filing the Form 990 is presented to the Board at its' next regular meeting. Each Board member reviews the return and a period of discussion is provided with the Funds' accountant, legal counsel and consultant. Upon conclusion a motion to approve the return for filing as is or upon certain corrections is made. With motion duly made the Board may vote to file the return. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | The Fund has no employees however it maintains a conflict of interest policy that includes all members of the Board or the Administrator. Each Trustee and Administrator must provide statements annually acknowledging the policy and compliance with the policy. The policy is monitored by periodic review. If a possible violation of the policy exists the member is provided the opportunity to explain the alleged violation. If, after hearing the response and after making further investigation, as warranted by the circumstances, the Board determines the member has failed to disclose an actual or possible conflict of interest, it shall take appropriate disciplinary and corrective action. If a conflict were to arise the interested party shall leave the meeting during discussion and deliberation of and the vote on the transaction or arrangement giving rise to the possible conflict of interest. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | The Fund makes governing documents, the conflict of interest and financial statements available upon request to all members of the Fund. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990, Part VI, Line 11b: Form 990 Review Process |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/TaxableDistributionsInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TempOrPermanentEndowmentsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 13613083 |
| IRS990/TotalAssetsEOYAmt | 0 | 16246829 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 13613083 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 16246829 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalContributionsAmt | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 492791 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 6491440 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 6984231 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 1179957 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 1125656 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 1179957 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 1125656 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 12433126 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 15121173 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 6491440 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 8410519 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 132276 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 9540002 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 9672278 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 13613083 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 16246829 |
| IRS990/TransactionWithControlEntInd | 0 | false |
| IRS990/TravelGrp/ManagementAndGeneralAmt | 0 | 11419 |
| IRS990/TravelGrp/TotalAmt | 0 | 11419 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UnrestrictedNetAssetsGrp/BOYAmt | 0 | 12433126 |
| IRS990/UnrestrictedNetAssetsGrp/EOYAmt | 0 | 15121173 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 6 |
| IRS990/VotingMembersIndependentCnt | 0 | 0 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | true |
| ReturnHeader/BuildTS | 0 | 2015-11-30 17:44:51Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | SAMUEL JEFFERSON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Chairman |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2014-09-29 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | MAN-U SERVICE CONTRACT TRUST FUND |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | MAN- |
| ReturnHeader/Filer/EIN | 0 | 541008444 |
| ReturnHeader/Filer/PhoneNum | 0 | 4108729500 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | 7130 COLUMBIA GATEWAY DRIVE |
| ReturnHeader/Filer/USAddress/City | 0 | COLUMBIA |
| ReturnHeader/Filer/USAddress/State | 0 | MD |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 21046 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | TURNER LEINS & GOLD LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | 108 CENTER STREET N 2ND FLOOR |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | VIENNA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | VA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 22180 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7032426500 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | STEPHEN M TURNER CPA |
| ReturnHeader/ReturnTs | 0 | 2014-09-29T05:49:02-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2013-12-31 |
| ReturnHeader/TaxYr | 0 | 2013 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2013 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $16,246,829
- Liabilities
- $1,125,656
- Net assets
- $15,121,173
- Revenue
- $9,672,278
- Expenses
- $6,984,231
- Net income
- $2,688,047