Civic Intelligence

Usw Hra Fund

EIN 62-1548543 • 501(c)9 • Nashville, TN

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Profile

Health care program: benefit payments made through a health reimbursement arrangement that reimburses approximately 2,765 participants, retirees or their dependents for eligible medical expenses that are tax deductible under internal revenue code section 213.

1101 Kermit Drive Ste 800Nashville, TN 37217

www.uswbenefitfunds.com

Siviq Scores

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

Liabilities / Assets

46th percentile

0.02x

Higher debt load relative to assets than 46% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

74th percentile

0.17x

Higher debt load relative to revenue than 74% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Net Margin

78th percentile

22%

Higher net margin than 78% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

47th percentile

5.7%

Faster asset growth than 47% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

67th percentile

12%

Faster revenue growth than 67% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$51,394,238

Up $2,786,268 (+5.7%) from 2023

Liabilities

Down

$903,484

Down $13,242 (-1.4%) from 2023

Net Assets

Up

$50,490,754

Up $2,799,510 (+5.9%) from 2023

Operations
Liabilities / Revenue74th percentileNet Margin78th percentile

Revenue

Up

$5,165,000

Up $541,178 (+12%) from 2023

Expenses

Down

$4,045,055

Down $363,467 (-8.2%) from 2023

Net Income

Up

$1,119,945

Up $904,645 (+420%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

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

$60M$40M$20M$0Assets 2010: $29,539,211Liabilities 2010: $348,729Net Assets 2010: $29,190,4822010Assets 2011: $31,554,570Liabilities 2011: $367,617Net Assets 2011: $31,186,9532011Assets 2012: $34,168,162Liabilities 2012: $472,337Net Assets 2012: $33,695,8252012Assets 2013: $37,247,754Liabilities 2013: $491,370Net Assets 2013: $36,756,3842013Assets 2014: $39,745,855Liabilities 2014: $550,487Net Assets 2014: $39,195,3682014Assets 2015: $39,981,067Liabilities 2015: $510,397Net Assets 2015: $39,470,6702015Assets 2016: $43,190,434Liabilities 2016: $491,520Net Assets 2016: $42,698,9142016Assets 2017: $45,970,432Liabilities 2017: $603,807Net Assets 2017: $45,366,6252017Assets 2018: $45,039,128Liabilities 2018: $598,235Net Assets 2018: $44,440,8932018Assets 2019: $49,721,519Liabilities 2019: $570,818Net Assets 2019: $49,150,7012019Assets 2020: $52,442,524Liabilities 2020: $809,317Net Assets 2020: $51,633,2072020Assets 2021: $54,078,197Liabilities 2021: $800,109Net Assets 2021: $53,278,0882021Assets 2022: $45,647,045Liabilities 2022: $551,543Net Assets 2022: $45,095,5022022Assets 2023: $48,607,970Liabilities 2023: $916,726Net Assets 2023: $47,691,2442023Assets 2024: $51,394,238Liabilities 2024: $903,484Net Assets 2024: $50,490,7542024

Highlighted filing

2024

Assets$51,394,238
Liabilities$903,484
Net Assets$50,490,754
Open 2024 Filing

Operations Trend

Revenue Growth67th percentile

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

$6.0M$4.0M$2.0M$0Expenses 2010: $2,325,5952010Expenses 2011: $2,394,0602011Expenses 2012: $2,239,7692012Revenue 2013: $3,733,516Expenses 2013: $2,658,527Net Income 2013: $1,074,9892013Revenue 2014: $3,927,340Expenses 2014: $2,757,210Net Income 2014: $1,170,1302014Revenue 2015: $3,936,466Expenses 2015: $2,615,081Net Income 2015: $1,321,3852015Revenue 2016: $4,232,127Expenses 2016: $2,889,746Net Income 2016: $1,342,3812016Revenue 2017: $4,326,510Expenses 2017: $3,254,812Net Income 2017: $1,071,6982017Revenue 2018: $4,303,375Expenses 2018: $3,411,067Net Income 2018: $892,3082018Revenue 2019: $4,308,103Expenses 2019: $3,552,192Net Income 2019: $755,9112019Revenue 2020: $4,934,539Expenses 2020: $3,772,881Net Income 2020: $1,161,6582020Revenue 2021: $4,491,107Expenses 2021: $3,958,064Net Income 2021: $533,0432021Revenue 2022: $4,379,094Expenses 2022: $3,706,229Net Income 2022: $672,8652022Revenue 2023: $4,623,822Expenses 2023: $4,408,522Net Income 2023: $215,3002023Revenue 2024: $5,165,000Expenses 2024: $4,045,055Net Income 2024: $1,119,9452024

Highlighted filing

2024

Revenue$5,165,000
Expenses$4,045,055
Net Income$1,119,945
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,394,238
Liabilities
$903,484
Net assets
$50,490,754
Revenue
$5,165,000
Expenses
$4,045,055
Net income
$1,119,945
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$51.4$0.90$50.5$5.17$4.05$1.12
2023Detailed filing. Detailed filing data is available for this year.$48.6$0.92$47.7$4.62$4.41$0.22
2022Detailed filing. Detailed filing data is available for this year.$45.6$0.55$45.1$4.38$3.71$0.67
2021Detailed filing. Detailed filing data is available for this year.$54.1$0.80$53.3$4.49$3.96$0.53
2020Detailed filing. Detailed filing data is available for this year.$52.4$0.81$51.6$4.93$3.77$1.16
2019Detailed filing. Detailed filing data is available for this year.$49.7$0.57$49.2$4.31$3.55$0.76
2018Detailed filing. Detailed filing data is available for this year.$45.0$0.60$44.4$4.30$3.41$0.89
2017Detailed filing. Detailed filing data is available for this year.$46.0$0.60$45.4$4.33$3.25$1.07
2016Detailed filing. Detailed filing data is available for this year.$43.2$0.49$42.7$4.23$2.89$1.34
2015Detailed filing. Detailed filing data is available for this year.$40.0$0.51$39.5$3.94$2.62$1.32
2014Detailed filing. Detailed filing data is available for this year.$39.7$0.55$39.2$3.93$2.76$1.17
2013Detailed filing. Detailed filing data is available for this year.$37.2$0.49$36.8$3.73$2.66$1.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.2$0.47$33.7$2.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.6$0.37$31.2$2.39
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.5$0.35$29.2$2.33
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 6, 2025
Return Version
2024v5.0
Gross Receipts
$39,638,544
Mission and Program Overview

Mission

Health care program: benefit payments made through a health reimbursement arrangement that reimburses approximately 1,704 participants, retirees or their dependents for eligible medical expenses that are tax deductible under internal revenue code section 213.

HEALTH CARE PROGRAM: Benefit payments made through a health reimbursement arrangement that reimburses approximately 2,268 participants, retirees or their dependents for eligible medical expenses that are tax deductible under Internal Revenue Code section 213.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$47,691,244$50,490,754▲ $2,799,510
Investments in Publicly Traded Securities$46,056,669$50,319,188▲ $4,262,519
Receivable From Disqualified Prsn$599,760$563,279▼ $36,481
Cash and Non-Interest-Bearing Accounts$53,942$328,727▲ $274,785
Savings and Temporary Cash Investments$1,812,078$134,923▼ $1,677,155
Prepaid Expenses and Deferred Charges$4,352$834▼ $3,518
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$48,607,970$51,394,238▲ $2,786,268
Other Assets Total$81,169$47,287▼ $33,882
Liabilities
Accounts Payable and Accrued Expenses$916,726$903,484▼ $13,242
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$916,726$903,484▼ $13,242
Net Assets / Fund Balance
Total Net Assets Fund Balance$47,691,244$50,490,754▲ $2,799,510
Total Liabilities and Net Assets / Fund Balance$48,607,970$51,394,238▲ $2,786,268
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Mark RhodesChairman
Charles KnightDeputy Executive Director
Carolyn Adams-rossignolExecutive Director
Meredith AlbrightFinance Director
Doug CorzineIt Manager
Terrence SprouleSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,139,594
Investment Income
$2,025,406
Other Revenue
$0
Change in Net Assets
$1,119,945

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,165,000
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,679,565
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$6,844,565
Total Revenue per Form 990
$5,165,000
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$489,055
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$3,556,000--$3,556,000
Fees for Services Other$308,405$0$0$308,405
Fees for Service Investment Mgmnt Fees$74,630$0$0$74,630
Fees for Services Legal$44,850$0$0$44,850
Fees for Services Accounting$30,290$0$0$30,290
Insurance$19,179$0$0$19,179
All Other Expenses$6,575$0$0$6,575
Office Expenses$4,964$0$0$4,964
Travel$162$0$0$162
Total Functional Expenses$4,045,055$0$0$4,045,055

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,045,055
Total Expenses per Audited Statements$4,045,055
Total Expenses per Form 990$4,045,055
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons$599,760$563,279▼ $36,481
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“The Officers of the USW HRA Fund are employed by an Organization in which a Trustee of the USW HRA Fund is also a Trustee.”

Form 990, Part VI, Section A, Line 7A

“Under the terms of the governing document, employer trustees have the power to appoint other employer trustees. (Union Trustees are appointed by the United Steel, Paper and Forestry, Rubber, Manufacturing, Energy, and Allied Industrial and Service Workers International Union).”

Form 990, Part VI, Section A, Line 8B

“The USW HRA Fund has no Committees with authority to act on behalf of the Board of Trustees.”

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

“The form 990 is prepared by the USW HRA Fund's administrators, and is presented to the trustees for their approval prior to filing the form with the IRS.”

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

“Trustees are required to disclose conflicts to the Fund's governing body.”

Form 990, Part VI, Section C, Line 19

“The Fund is administered in compliance with ERISA's conflict of interest provisions, which can be found in section 404 and 408 of ERISA. Governing documents and financial information can be found on the Fund's website, www.USWBenefitFunds.com. The conflict of interest and whistle blower policy will be disclosed as required by ERISA.”

Filing and Contact Details

Filer

Filer Name
Usw Hra Fund
EIN
62-1548543
Phone
6153336343
Address
1101 KERMIT DRIVE STE 800, NASHVILLE, TN 37217

Signing Officer

Name
Lori Anne Morse
Title
Finance Director
Phone
6153336343
Signed
2025-11-06

Organization Details

Principal Officer
Carolyn Adams-Rossignol
Formed
1994
Legal Domicile
Tn
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
0
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“The Fund has entered into an agreement to share the cost of administrative services for the operations of the Fund with those of the PACE Industry Union-Management Pension Fund ("PIUMPF"). The costs allocated to the Fund are determined via specific identification of direct expenses of the Fund and the appropriate allocation of PIUMPF's salaries, benefits, and other common expenses. The Fund records such allocated costs in administrative expenses in the accompanying financial statements.”

Financial Statement Notes

Schedule D, Part X, Line 2

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

Raw XML AppendixShowing 400 of 651 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1Finance Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2IT MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DEPUTY EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt012436
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantAmt00
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt034485980
IRS990/GrossReceiptsAmt039638544
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt00
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt00
IRS990/InformationTechnologyGrp/ProgramServicesAmt00
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt00
IRS990/InsuranceGrp/ProgramServicesAmt019179
IRS990/InsuranceGrp/TotalAmt019179
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt00
IRS990/InterestGrp/ProgramServicesAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt02012970
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02012970
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt046056669
IRS990/InvestmentsPubTradedSecGrp/EOYAmt050319188
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TN
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt034473544
IRS990/LoanOutstandingInd00
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0HEALTH CARE PROGRAM: BENEFIT PAYMENTS MADE THROUGH A HEALTH REIMBURSEMENT ARRANGEMENT THAT REIMBURSES APPROXIMATELY 2,268 PARTICIPANTS, RETIREES OR THEIR DEPENDENTS FOR ELIGIBLE MEDICAL EXPENSES THAT ARE TAX DEDUCTIBLE UNDER INTERNAL REVENUE CODE SECTION 213.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt047691244
IRS990/NetAssetsOrFundBalancesEOYAmt050490754
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt00
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt012436
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt012436
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01679565
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt00
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt04964
IRS990/OfficeExpensesGrp/TotalAmt04964
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt081169
IRS990/OtherAssetsTotalGrp/EOYAmt047287
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherOrganizationDsc0VEBA
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04352
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0834
IRS990/PrincipalOfficerNm0Carolyn Adams-Rossignol
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Participating Employer Contributions
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03139594
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03139594
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgSrvcAccomActy2Grp/Desc0GROSS AMOUNT FROM SALES OF ASSETS OTHER THAN INVENTORY: REALIZED LOSS ON SALES OF INVESTMENTS OF PARTICIPATING EMPLOYER CONTRIBUTIONS HELD IN TRUST TO REIMBURSE PARTICIPANTS FOR ELIGIBLE MEDICAL EXPENSES UNDER INTERNAL REVENUE CODE SECTION 213.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt062264
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt012437
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt03678320
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01533439
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0730202
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt03090383
IRS990/PYRevenuesLessExpensesAmt0215300
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt04408522
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04623822
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt0599760
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt0563279
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt01119945
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03139594
IRS990/RoyaltiesGrp/FundraisingAmt00
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt00
IRS990/RoyaltiesGrp/ProgramServicesAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt047691244
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt050490754
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01812078
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0134923
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt00
IRS990ScheduleD/DonatedServicesUseFcltsAmt00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt04045055
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt00
IRS990ScheduleD/InvestmentExpensesNotIncldAmt00
IRS990ScheduleD/LossesReportedAmt00
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01679565
IRS990ScheduleD/OtherExpensesIncludedAmt00
IRS990ScheduleD/OtherExpensesNotIncludedAmt00
IRS990ScheduleD/OtherRevenueAmt00
IRS990ScheduleD/OtherRevenuesNotIncludedAmt00
IRS990ScheduleD/PriorYearAdjustmentsAmt00
IRS990ScheduleD/RecoveriesPriorYearGrantsAmt00
IRS990ScheduleD/RevenueNotReportedAmt01679565
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt05165000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0U.S. GAAP requires Fund management to evaluate tax positions taken by the Fund and recognize a tax liability (or asset) if the Fund has taken an uncertain position that more likely than not would not be sustained upon examination by the IRS. Fund management has analyzed the tax positions taken by the Fund, and has concluded that as of December 31, 2024 and 2023, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The Fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part X, Line 2
IRS990ScheduleD/TotalExpensesPerForm990Amt04045055
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt05165000
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06844565
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04045055
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00

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