Civic Intelligence

Construction Industry Health and Welfare Trust

990 • Fiscal year 2017 • EIN 61-6058688

May 01, 2016 to Apr 30, 2017 • Filed on Mar 15, 2017

333 West Vine Street Suite 500Lexington, KY 40507

(859) 226-1700

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.64x

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

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

83rd percentile

0.30x

Higher debt load relative to revenue than 83% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Net Margin

34th percentile

-0.1%

Higher net margin than 34% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Asset Growth

47th percentile

5.9%

Faster asset growth than 47% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

70th percentile

12%

Faster revenue growth than 70% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Assets

Up

$8,864,985

Up $495,009 (+5.9%) from 2016

Net Assets

Up

$3,172,614

Up $377,212 (+13%) from 2016

Liabilities

Up

$5,692,371

Up $117,797 (+2.1%) from 2016

Revenue

Up

$19,135,426

Up $2,064,588 (+12%) from 2016

Expenses

Up

$19,145,767

Up $1,826,805 (+11%) from 2016

Net Income

Up

-$10,341

Up $237,783 (+96%) from 2016

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2010: $10,944,871Liabilities 2010: $6,366,886Net Assets 2010: $4,577,9852010Assets 2011: $9,659,827Liabilities 2011: $5,051,920Net Assets 2011: $4,607,9072011Assets 2012: $9,127,668Liabilities 2012: $4,773,512Net Assets 2012: $4,354,1562012Assets 2013: $8,757,971Liabilities 2013: $4,933,141Net Assets 2013: $3,824,8302013Assets 2014: $9,485,138Liabilities 2014: $5,476,650Net Assets 2014: $4,008,4882014Assets 2015: $8,247,723Liabilities 2015: $4,530,612Net Assets 2015: $3,717,1112015Assets 2016: $8,369,976Liabilities 2016: $5,574,574Net Assets 2016: $2,795,4022016Assets 2017: $8,864,985Liabilities 2017: $5,692,371Net Assets 2017: $3,172,6142017Assets 2018: $7,914,307Liabilities 2018: $5,166,724Net Assets 2018: $2,747,5832018Assets 2019: $9,608,615Liabilities 2019: $6,126,138Net Assets 2019: $3,482,4772019Assets 2020: $10,239,705Liabilities 2020: $6,076,154Net Assets 2020: $4,163,5512020Assets 2021: $13,380,238Liabilities 2021: $7,320,669Net Assets 2021: $6,059,5692021Assets 2022: $13,465,556Liabilities 2022: $7,404,830Net Assets 2022: $6,060,7262022Assets 2023: $13,438,465Liabilities 2023: $7,712,420Net Assets 2023: $5,726,0452023Assets 2024: $15,419,881Liabilities 2024: $8,182,163Net Assets 2024: $7,237,7182024Assets 2025: $17,625,542Liabilities 2025: $8,499,913Net Assets 2025: $9,125,6292025

Highlighted filing

2017

Assets$8,864,985
Liabilities$5,692,371
Net Assets$3,172,614

Operations Trend

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

$30M$20M$10M$0-$10MExpenses 2010: $15,330,9642010Expenses 2011: $14,074,2712011Expenses 2012: $13,963,7462012Revenue 2013: $14,074,169Expenses 2013: $14,285,213Net Income 2013: -$211,0442013Revenue 2014: $15,065,494Expenses 2014: $14,955,549Net Income 2014: $109,9452014Revenue 2015: $15,194,609Expenses 2015: $14,881,371Net Income 2015: $313,2382015Revenue 2016: $17,070,838Expenses 2016: $17,318,962Net Income 2016: -$248,1242016Revenue 2017: $19,135,426Expenses 2017: $19,145,767Net Income 2017: -$10,3412017Revenue 2018: $18,019,563Expenses 2018: $18,468,501Net Income 2018: -$448,9382018Revenue 2019: $20,239,961Expenses 2019: $19,604,089Net Income 2019: $635,8722019Revenue 2020: $22,210,714Expenses 2020: $21,468,479Net Income 2020: $742,2352020Revenue 2021: $22,755,578Expenses 2021: $22,009,573Net Income 2021: $746,0052021Revenue 2022: $23,801,826Expenses 2022: $22,856,398Net Income 2022: $945,4282022Revenue 2023: $23,692,106Expenses 2023: $23,721,825Net Income 2023: -$29,7192023Revenue 2024: $25,526,256Expenses 2024: $24,341,984Net Income 2024: $1,184,2722024Revenue 2025: $26,934,717Expenses 2025: $25,415,085Net Income 2025: $1,519,6322025

Highlighted filing

2017

Revenue$19,135,426
Expenses$19,145,767
Net Income-$10,341
Jump To
Filing Snapshot
Filing Period
May 1, 2016 to Apr 30, 2017
Signed
Mar 15, 2017
Return Version
2016v3.1
Gross Receipts
$19,135,426
Mission and Program Overview

Mission

Health and welfare benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,800,146$5,168,727▲ $2,368,581
Rtn Earn Endowment Incm Other Fnds$2,795,402$3,172,614▲ $377,212
Accounts Receivable$1,589,964$1,871,678▲ $281,714
Savings and Temporary Cash Investments$3,902,934$1,714,690▼ $2,188,244
Cash and Non-Interest-Bearing Accounts$70,654$105,269▲ $34,615
Prepaid Expenses and Deferred Charges$6,278$4,621▼ $1,657
Total Assets$8,369,976$8,864,985▲ $495,009
Liabilities
Other Liabilities$4,993,886$5,321,052▲ $327,166
Accounts Payable and Accrued Expenses$580,688$371,319▼ $209,369
Total Liabilities$5,574,574$5,692,371▲ $117,797
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,795,402$3,172,614▲ $377,212
Total Liabilities and Net Assets / Fund Balance$8,369,976$8,864,985▲ $495,009
Compensation and Service Providers

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
UmrAdmin/cons.333 WEST VINE STREET, Lexington, KY 40507$707,954
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$18,915,085
Investment Income
$220,341
Other Revenue
$0
Change in Net Assets
$-10,341
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$797,546
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---$18,348,221
Fees for Services Accounting---$17,000
Other Expenses---$10,159
All Other Expenses---$6,428
Total Functional Expenses$0$0$0$19,145,767
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
Other Liabilities$5,321,052
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Construction Industry Health and
EIN
61-6058688
Phone
8592261700
Address
333 WEST VINE STREET SUITE 500, LEXINGTON, KY 40507

Signing Officer

Name
Central Bank and Trust Company
Title
Trustee
Phone
8592261700
Signed
2017-03-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Central Bank and Trust Company
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Frank N Hestand CPA Psc
Address
261 REGENCY CIR FL 1, LEXINGTON, KY 40503
Preparer
Frank N Hestand
Phone
8592763573
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Unrealized gain 104,411 transfers in 283,142 transfers to successor plans 0 change in fair value of investments 0 total 387,553

Raw XML Appendix241 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0580688
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0371319
IRS990/AccountsReceivableGrp/BOYAmt01589964
IRS990/AccountsReceivableGrp/EOYAmt01871678
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0HEALTH AND WELFARE BENEFITS.
IRS990/AllOtherExpensesGrp/TotalAmt06428
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt018348221
IRS990/BooksInCareOfDetail/PersonNm0UMR
IRS990/BooksInCareOfDetail/PhoneNum08592261700
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0333 WEST VINE STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0LEXINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd040507
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt070654
IRS990/CashNonInterestBearingGrp/EOYAmt0105269
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0707954
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0333 WEST VINE STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0LEXINGTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0KY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd040507
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0UMR
IRS990/ContractorCompensationGrp/ServicesDesc0ADMIN/CONS.
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt018348221
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0220341
IRS990/CYOtherExpensesAmt0797546
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt018915085
IRS990/CYRevenuesLessExpensesAmt0-10341
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt019145767
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt019135426
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0PROVIDING EMPLOYEES OF SUBSCRIBING EMPLOYER GROUPS WITH HEALTH AND WELFARE BENEFITS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt017000
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0CENTRAL BANK AND TRUST COMPANY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt019135426
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InvestmentIncomeGrp/ExclusionAmt0220341
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0220341
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02800146
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05168727
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0HEALTH AND WELFARE BENEFITS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02795402
IRS990/NetAssetsOrFundBalancesEOYAmt03172614
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0387553
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE FEES
IRS990/OtherExpensesGrp/Desc1POSTAGE AND PRINTING
IRS990/OtherExpensesGrp/Desc2BANK FEES
IRS990/OtherExpensesGrp/Desc3BOND/FIDURCIARY
IRS990/OtherExpensesGrp/TotalAmt0707954
IRS990/OtherExpensesGrp/TotalAmt130412
IRS990/OtherExpensesGrp/TotalAmt225593
IRS990/OtherExpensesGrp/TotalAmt310159
IRS990/OtherLiabilitiesGrp/BOYAmt04993886
IRS990/OtherLiabilitiesGrp/EOYAmt05321052
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06278
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04621
IRS990/PrincipalOfficerNm0CENTRAL BANK AND TRUST COMPANY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt018741479
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1173606
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt018741479
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1173606
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt016659937
IRS990/PYInvestmentIncomeAmt089473
IRS990/PYOtherExpensesAmt0659025
IRS990/PYProgramServiceRevenueAmt016981365
IRS990/PYRevenuesLessExpensesAmt0-248124
IRS990/PYTotalExpensesAmt017318962
IRS990/PYTotalRevenueAmt017070838
IRS990/ReconcilationRevenueExpnssAmt0-10341
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02795402
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03172614
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03902934
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01714690
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05321052
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OTHER LIABILITIES
IRS990ScheduleD/TotalLiabilityAmt05321052
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED GAIN 104,411 TRANSFERS IN 283,142 TRANSFERS TO SUCCESSOR PLANS 0 CHANGE IN FAIR VALUE OF INVESTMENTS 0 TOTAL 387,553
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt08369976
IRS990/TotalAssetsEOYAmt08864985
IRS990/TotalAssetsGrp/BOYAmt08369976
IRS990/TotalAssetsGrp/EOYAmt08864985
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt019145767
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05574574
IRS990/TotalLiabilitiesEOYAmt05692371
IRS990/TotalLiabilitiesGrp/BOYAmt05574574
IRS990/TotalLiabilitiesGrp/EOYAmt05692371
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02795402
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03172614
IRS990/TotalProgramServiceRevenueAmt018915085
IRS990/TotalRevenueGrp/ExclusionAmt0220341
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt018915085
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt019135426
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08369976
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08864985
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0PO BOX 1868
IRS990/USAddress/CityNm0LEXINGTON
IRS990/USAddress/StateAbbreviationCd0KY
IRS990/USAddress/ZIPCd040507
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CENTRAL BANK AND TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08592261700
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CONSTRUCTION INDUSTRY HEALTH AND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WELFARE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CONS
ReturnHeader/Filer/EIN0616058688
ReturnHeader/Filer/PhoneNum08592261700
ReturnHeader/Filer/USAddress/AddressLine1Txt0333 WEST VINE STREET SUITE 500
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040507
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A27A31866E24CC06D27FCF075515C154467077ED
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A27A31866E24CC06D27FCF075515C154467077ED
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611336870
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRANK N HESTAND CPA PSC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0261 REGENCY CIR FL 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEXINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040503
ReturnHeader/PreparerPersonGrp/PhoneNum08592763573
ReturnHeader/PreparerPersonGrp/PreparationDt02018-03-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANK N HESTAND
ReturnHeader/ReturnTs02018-03-15T10:18:28-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-05-01
ReturnHeader/TaxPeriodEndDt02017-04-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$17.6$8.50$9.13$26.9$25.4$1.52
2024Detailed filing. Detailed filing data is available for this year.$15.4$8.18$7.24$25.5$24.3$1.18
2023Detailed filing. Detailed filing data is available for this year.$13.4$7.71$5.73$23.7$23.7$0.03
2022Detailed filing. Detailed filing data is available for this year.$13.5$7.40$6.06$23.8$22.9$0.95
2021Detailed filing. Detailed filing data is available for this year.$13.4$7.32$6.06$22.8$22.0$0.75
2020Detailed filing. Detailed filing data is available for this year.$10.2$6.08$4.16$22.2$21.5$0.74
2019Detailed filing. Detailed filing data is available for this year.$9.61$6.13$3.48$20.2$19.6$0.64
2018Detailed filing. Detailed filing data is available for this year.$7.91$5.17$2.75$18.0$18.5$0.45
2017Detailed filing. Detailed filing data is available for this year.$8.86$5.69$3.17$19.1$19.1$0.01
2016Detailed filing. Detailed filing data is available for this year.$8.37$5.57$2.80$17.1$17.3$0.25
2015Detailed filing. Detailed filing data is available for this year.$8.25$4.53$3.72$15.2$14.9$0.31
2014Detailed filing. Detailed filing data is available for this year.$9.49$5.48$4.01$15.1$15.0$0.11
2013Summary only. Only limited summary data is available for this year.$8.76$4.93$3.82$14.1$14.3$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.13$4.77$4.35$14.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.66$5.05$4.61$14.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.9$6.37$4.58$15.3