Civic Intelligence

Kentucky Construction Industry Trust

EIN 61-6094900 • 501(c)9 • Lexington, KY

View Organization Page

Profile

WELFARE BENEFITS

230 Lexington Green Circle Ste 400Lexington, KY 40503

n/A

Siviq Scores

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

Liabilities / Assets

55th percentile

0.03x

Higher debt load relative to assets than 55% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

69th percentile

0.09x

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

501(c)9 • $5M-$10M nonprofits • Source year 2025

Net Margin

71st percentile

12%

Higher net margin than 71% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

54th percentile

6.0%

Faster asset growth than 54% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2025

Revenue Growth

28th percentile

-2.7%

Faster revenue growth than 28% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$6,508,450

Up $266,976 (+4.3%) from 2024

Liabilities

Up

$216,549

Up $35,477 (+20%) from 2024

Net Assets

Up

$6,291,901

Up $231,499 (+3.8%) from 2024

Operations
Liabilities / Revenue69th percentileNet Margin71st percentile

Revenue

Up

$2,522,974

Up $266,283 (+12%) from 2024

Expenses

Down

$2,210,173

Down $48,378 (-2.1%) from 2024

Net Income

Up

$312,801

Up $314,661 (+16917%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth54th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2017: $6,612,113Liabilities 2017: $861,171Net Assets 2017: $5,750,9422017Assets 2018: $5,781,706Liabilities 2018: $141,008Net Assets 2018: $5,640,6982018Assets 2019: $5,634,583Liabilities 2019: $218,084Net Assets 2019: $5,416,4992019Assets 2020: $5,142,495Liabilities 2020: $242,883Net Assets 2020: $4,899,6122020Assets 2021: $6,108,322Liabilities 2021: $154,909Net Assets 2021: $5,953,4132021Assets 2022: $6,265,971Liabilities 2022: $403,894Net Assets 2022: $5,862,0772022Assets 2023: $5,789,776Liabilities 2023: $418,359Net Assets 2023: $5,371,4172023Assets 2024: $6,241,474Liabilities 2024: $181,072Net Assets 2024: $6,060,4022024Assets 2025: $6,508,450Liabilities 2025: $216,549Net Assets 2025: $6,291,9012025

Highlighted filing

2025

Assets$6,508,450
Liabilities$216,549
Net Assets$6,291,901
Open 2025 Filing

Operations Trend

Revenue Growth28th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2017: $2,446,639Expenses 2017: $2,386,760Net Income 2017: $59,8792017Revenue 2018: $662,433Expenses 2018: $571,859Net Income 2018: $90,5742018Revenue 2019: $2,642,888Expenses 2019: $2,825,419Net Income 2019: -$182,5312019Revenue 2020: $2,580,304Expenses 2020: $2,650,040Net Income 2020: -$69,7362020Revenue 2021: $2,531,160Expenses 2021: $2,675,641Net Income 2021: -$144,4812021Revenue 2022: $2,576,274Expenses 2022: $2,545,348Net Income 2022: $30,9262022Revenue 2023: $2,664,921Expenses 2023: $2,583,325Net Income 2023: $81,5962023Revenue 2024: $2,256,691Expenses 2024: $2,258,551Net Income 2024: -$1,8602024Revenue 2025: $2,522,974Expenses 2025: $2,210,173Net Income 2025: $312,8012025

Highlighted filing

2025

Revenue$2,522,974
Expenses$2,210,173
Net Income$312,801
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,508,450
Liabilities
$216,549
Net assets
$6,291,901
Revenue
$2,522,974
Expenses
$2,210,173
Net income
$312,801
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.51$0.22$6.29$2.52$2.21$0.31
2024Detailed filing. Detailed filing data is available for this year.$6.24$0.18$6.06$2.26$2.26$0.00
2023Detailed filing. Detailed filing data is available for this year.$5.79$0.42$5.37$2.66$2.58$0.08
2022Detailed filing. Detailed filing data is available for this year.$6.27$0.40$5.86$2.58$2.55$0.03
2021Detailed filing. Detailed filing data is available for this year.$6.11$0.15$5.95$2.53$2.68$0.14
2020Detailed filing. Detailed filing data is available for this year.$5.14$0.24$4.90$2.58$2.65$0.07
2019Detailed filing. Detailed filing data is available for this year.$5.63$0.22$5.42$2.64$2.83$0.18
2018Summary only. Only limited summary data is available for this year.$5.78$0.14$5.64$0.66$0.57$0.09
2017Detailed filing. Detailed filing data is available for this year.$6.61$0.86$5.75$2.45$2.39$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Feb 12, 2026
Return Version
2024v5.5
Gross Receipts
$3,464,350
Mission and Program Overview

Mission

WELFARE BENEFITS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$6,060,402$6,291,901▲ $231,499
Investments Other Securities$2,601,801$3,661,998▲ $1,060,197
Investments in Publicly Traded Securities$3,464,586$2,676,402▼ $788,184
Cash and Non-Interest-Bearing Accounts$40,375$98,342▲ $57,967
Savings and Temporary Cash Investments$106,770$44,864▼ $61,906
Prepaid Expenses and Deferred Charges$15,475$15,298▼ $177
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$6,241,474$6,508,450▲ $266,976
Other Assets Total$12,467$11,546▼ $921
Liabilities
Deferred Revenue$104,373$96,072▼ $8,301
Other Liabilities$26,702$81,328▲ $54,626
Accounts Payable and Accrued Expenses$49,997$39,149▼ $10,848
Total Liabilities$181,072$216,549▲ $35,477
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,060,402$6,291,901▲ $231,499
Total Liabilities and Net Assets / Fund Balance$6,241,474$6,508,450▲ $266,976

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$650,651--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Banks HudsonDirector
Brett D RuffingDirector
Chris NelsonDirector
D Robert DealDirector
Derek BoschertDirector
Doug MinixDirector
Henry M PotterDirector
Joey GriesbeckDirector
Kelly E IvesDirector
Kevin M DoyleDirector
Kevin WolfeDirector
Lucy LloydDirector
Lynn StetsonDirector
M Chad LarueDirector
Monica Murphy MittelDirector
Nicholas S RodgersDirector
Patrick HamiltonDirector
Richard VincentDirector
Ron FaulknerDirector
Russell L RomineDirector
Stephanie CooleyInstitutional Trustee
Michele WallCFO
-Contract Administrator
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,045,095
Investment Income
$477,879
Other Revenue
$0
Change in Net Assets
$312,801
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$674,029
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---$1,536,144
Fees for Services Other---$586,230
Fees for Service Investment Mgmnt Fees---$35,806
Fees for Services Accounting---$19,950
Insurance---$18,651
Other Expenses---$3,375
Fees for Services Legal---$2,566
Conferences and Meetings---$250
Total Functional Expenses$0$0$0$2,210,173
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
Unapplied Deposits$81,328
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Form 990 is reviewed by the contract administrator prior to filing the return.”

Form 990, Part VI, Section C, Line 19

“The governing documents and financial statements are available upon request through the contract administrator, at the discretion of the board of directors and management. The organization does not have a conflict of interest policy.”

Filing and Contact Details

Filer

Filer Name
Kentucky Construction Industry Trust
EIN
61-6094900
Phone
8592261765
Address
230 LEXINGTON GREEN CIRCLE STE 400, LEXINGTON, KY 40503

Signing Officer

Name
Stephanie Cooley
Title
CFO
Phone
8592261765
Signed
2026-02-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephanie Cooley
Formed
1975
Legal Domicile
Ky
Voting Board Members
21
Independent Board Members
21
Employees
0
Volunteers
21

Preparer

Firm
Dean Dorton Allen Ford Pllc
Address
250 W MAIN STREET STE 1400, LEXINGTON, KY 40507
Preparer
Allison C Carter
Phone
8592552341
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Administrative fees 560,685. Actuarial fees 25,545.”

Form 990, Part XII, Line 2C

“The trust has a committee that assumes responsibility for oversight of the audit of its financial statements and the selection of an independent auditor. This process has not changed from the prior year.”

Raw XML AppendixShowing 400 of 4,815 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/BOYAmt049997
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt039149
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0WELFARE BENEFITS
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt01536144
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ADMINISTRATIVE SERVICES GROUP
IRS990/BooksInCareOfDetail/PhoneNum08592261765
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0230 LEXINGTON GREEN CIRCLE STE 400
IRS990/BooksInCareOfDetail/USAddress/CityNm0LEXINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd040503
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt040375
IRS990/CashNonInterestBearingGrp/EOYAmt098342
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt0250
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt01536144
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0477879
IRS990/CYOtherExpensesAmt0674029
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt02045095
IRS990/CYRevenuesLessExpensesAmt0312801
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt02210173
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02522974
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0104373
IRS990/DeferredRevenueGrp/EOYAmt096072
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TRUST PLANS PROVIDED DENTAL, VISION, ACCIDENTAL DEATH AND DISMEMBERMENT AND GROUP LIFE INSURANCE BENEFITS FOR PARTICIPATING EMPLOYEES OF SUBSCRIBING EMPLOYERS. THE TRUST HAD 6,612 PARTICIPATING EMPLOYEES AS OF MARCH 31, 2025.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt019950
IRS990/FeesForServicesLegalGrp/TotalAmt02566
IRS990/FeesForServicesOtherGrp/TotalAmt0586230
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt035806
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt160.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt170.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt180.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt190.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt213.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt223.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0COMMUNITY TRUST BANK
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/PersonNm0RUSSELL L ROMINE
IRS990/Form990PartVIISectionAGrp/PersonNm1D ROBERT DEAL
IRS990/Form990PartVIISectionAGrp/PersonNm2KELLY E IVES
IRS990/Form990PartVIISectionAGrp/PersonNm3HENRY M POTTER
IRS990/Form990PartVIISectionAGrp/PersonNm4RICHARD VINCENT
IRS990/Form990PartVIISectionAGrp/PersonNm5KEVIN M DOYLE
IRS990/Form990PartVIISectionAGrp/PersonNm6BANKS HUDSON
IRS990/Form990PartVIISectionAGrp/PersonNm7CHRIS NELSON
IRS990/Form990PartVIISectionAGrp/PersonNm8MONICA MURPHY MITTEL
IRS990/Form990PartVIISectionAGrp/PersonNm9LYNN STETSON
IRS990/Form990PartVIISectionAGrp/PersonNm10KEVIN WOLFE
IRS990/Form990PartVIISectionAGrp/PersonNm11M CHAD LARUE
IRS990/Form990PartVIISectionAGrp/PersonNm12LUCY LLOYD
IRS990/Form990PartVIISectionAGrp/PersonNm13DEREK BOSCHERT
IRS990/Form990PartVIISectionAGrp/PersonNm14RON FAULKNER
IRS990/Form990PartVIISectionAGrp/PersonNm15BRETT D RUFFING
IRS990/Form990PartVIISectionAGrp/PersonNm16DOUG MINIX
IRS990/Form990PartVIISectionAGrp/PersonNm17NICHOLAS S RODGERS
IRS990/Form990PartVIISectionAGrp/PersonNm18JOEY GRIESBECK
IRS990/Form990PartVIISectionAGrp/PersonNm19PATRICK HAMILTON
IRS990/Form990PartVIISectionAGrp/PersonNm20STEPHANIE COOLEY
IRS990/Form990PartVIISectionAGrp/PersonNm21MICHELE WALL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20INSTITUTIONAL TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt22CONTRACT ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01975
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0258436
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt021
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01199812
IRS990/GrossReceiptsAmt03464350
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt021
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt018651
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0219443
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0219443
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02601801
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03661998
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03464586
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02676402
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0KY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0941376
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0WELFARE BENEFITS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06060402
IRS990/NetAssetsOrFundBalancesEOYAmt06291901
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0258436
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt0258436
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-81302
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt012467
IRS990/OtherAssetsTotalGrp/EOYAmt011546
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BANK FEES
IRS990/OtherExpensesGrp/Desc1OTHER EXPENSES
IRS990/OtherExpensesGrp/TotalAmt07201
IRS990/OtherExpensesGrp/TotalAmt13375
IRS990/OtherLiabilitiesGrp/BOYAmt026702
IRS990/OtherLiabilitiesGrp/EOYAmt081328
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt015475
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt015298
IRS990/PrincipalOfficerNm0STEPHANIE COOLEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02045095
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02045095
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt01576691
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0152228
IRS990/PYOtherExpensesAmt0681860
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02104463
IRS990/PYRevenuesLessExpensesAmt0-1860
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02258551
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02256691
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0312801
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt06060402
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt06291901
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0106770
IRS990/SavingsAndTempCashInvstGrp/EOYAmt044864
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt081328
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0UNAPPLIED DEPOSITS
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0572887
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11804261
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2634199
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3650651
IRS990ScheduleD/OtherSecuritiesGrp/Desc0BLACKROCK STRATEGIC INCOME
IRS990ScheduleD/OtherSecuritiesGrp/Desc1ISHARES CORE S&P 500
IRS990ScheduleD/OtherSecuritiesGrp/Desc2BLACKROCK LOW DURATION
IRS990ScheduleD/OtherSecuritiesGrp/Desc3MFS EMERGING MARKETS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt03661998
IRS990ScheduleD/TotalLiabilityAmt081328
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE CONTRACT ADMINISTRATOR PRIOR TO FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST THROUGH THE CONTRACT ADMINISTRATOR, AT THE DISCRETION OF THE BOARD OF DIRECTORS AND MANAGEMENT. THE ORGANIZATION DOES NOT HAVE A CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADMINISTRATIVE FEES 560,685. ACTUARIAL FEES 25,545.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUST HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd60
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd70
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd80
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd90
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd100
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd110
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd120
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd130
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd140
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd150
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd160
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd170
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd180
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd190
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd200
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd210
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd220
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd230
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd240
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd250
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd260

Document Assets

No mirrored PDF or thumbnail assets are attached yet.