Civic Intelligence

Cement Masons Local No 502 Retiree Welfare Fund

990 • Fiscal year 2016 • EIN 80-0967048

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 22, 2017

Organization ProfileN/A

View Organization Page

739 25th AvenueBellwood, IL 60104

(708) 544-9105

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.01x

Higher debt load relative to assets than 32% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

37th percentile

0.01x

Higher debt load relative to revenue than 37% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Net Margin

90th percentile

40%

Higher net margin than 90% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

92nd percentile

$305,557

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 5.6% of source-year revenue.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Asset Growth

89th percentile

25%

Faster asset growth than 89% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

44th percentile

2.3%

Faster revenue growth than 44% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$11,847,888

Up $2,375,894 (+25%) from 2015

Net Assets

Up

$11,780,683

Up $2,426,198 (+26%) from 2015

Liabilities

Down

$67,205

Down $50,304 (-43%) from 2015

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin90th percentile

Revenue

Up

$5,505,497

Up $126,380 (+2.3%) from 2015

Expenses

Up

$3,315,292

Up $59,457 (+1.8%) from 2015

Net Income

Up

$2,190,205

Up $66,923 (+3.2%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$30M$20M$10M$0Assets 2014: $7,644,535Liabilities 2014: $253,925Net Assets 2014: $7,390,6102014Assets 2015: $9,471,994Liabilities 2015: $117,509Net Assets 2015: $9,354,4852015Assets 2016: $11,847,888Liabilities 2016: $67,205Net Assets 2016: $11,780,6832016Assets 2017: $13,586,955Liabilities 2017: $41,934Net Assets 2017: $13,545,0212017Assets 2018: $14,335,672Liabilities 2018: $34,211Net Assets 2018: $14,301,4612018Assets 2019: $16,256,307Liabilities 2019: $40,024Net Assets 2019: $16,216,2832019Assets 2020: $17,834,224Liabilities 2020: $53,977Net Assets 2020: $17,780,2472020Assets 2021: $20,956,264Liabilities 2021: $159,274Net Assets 2021: $20,796,9902021Assets 2022: $18,185,085Liabilities 2022: $361,381Net Assets 2022: $17,823,7042022Assets 2023: $18,675,693Liabilities 2023: $245,323Net Assets 2023: $18,430,3702023Assets 2024: $18,314,790Liabilities 2024: $314,855Net Assets 2024: $17,999,9352024

Highlighted filing

2016

Assets$11,847,888
Liabilities$67,205
Net Assets$11,780,683
Open 2016 Filing

Operations Trend

Revenue Growth44th percentile

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

$10M$5.0M$0-$5.0MRevenue 2014: $4,643,646Expenses 2014: $2,054,724Net Income 2014: $2,588,9222014Revenue 2015: $5,379,117Expenses 2015: $3,255,835Net Income 2015: $2,123,2822015Revenue 2016: $5,505,497Expenses 2016: $3,315,292Net Income 2016: $2,190,2052016Revenue 2017: $5,333,343Expenses 2017: $4,190,243Net Income 2017: $1,143,1002017Revenue 2018: $5,097,689Expenses 2018: $3,886,177Net Income 2018: $1,211,5122018Revenue 2019: $5,373,666Expenses 2019: $4,612,655Net Income 2019: $761,0112019Revenue 2020: $5,082,182Expenses 2020: $4,840,328Net Income 2020: $241,8542020Revenue 2021: $5,326,431Expenses 2021: $3,829,162Net Income 2021: $1,497,2692021Revenue 2022: $5,802,559Expenses 2022: $6,166,042Net Income 2022: -$363,4832022Revenue 2023: $6,487,890Expenses 2023: $7,289,652Net Income 2023: -$801,7622023Revenue 2024: $6,570,617Expenses 2024: $8,183,367Net Income 2024: -$1,612,7502024

Highlighted filing

2016

Revenue$5,505,497
Expenses$3,315,292
Net Income$2,190,205
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 22, 2017
Return Version
2016v3.0
Gross Receipts
$10,446,321
Mission and Program Overview

Mission

PROVIDE HEALTH BENEFITS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$9,354,485$11,780,683▲ $2,426,198
Investments in Publicly Traded Securities$7,515,097$10,460,688▲ $2,945,591
Cash and Non-Interest-Bearing Accounts$888,072$731,609▼ $156,463
Accounts Receivable$707,931$544,445▼ $163,486
Savings and Temporary Cash Investments$300,604$92,020▼ $208,584
Other Notes and Loans Receivable, Net$55,988$15,899▼ $40,089
Land, Buildings, and Equipment, Net$4,302$3,227▼ $1,075
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$9,471,994$11,847,888▲ $2,375,894
Liabilities
Accounts Payable and Accrued Expenses$117,509$67,205▼ $50,304
Total Liabilities$117,509$67,205▼ $50,304
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,354,485$11,780,683▲ $2,426,198
Total Liabilities and Net Assets / Fund Balance$9,471,994$11,847,888▲ $2,375,894

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,227$2,151$5,378
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleOtherTotal
Adam HigginsTrustee$6,182$6,182
Antonio AcevedoTrustee$6,182$6,182
Jay La SalaTrustee$6,182$6,182
Sandra HuntTrustee$6,182$6,182

Board Members and Trustees

NameTitle
Lawrence Picardi SrTrustee
Michael KolbergTrustee
Michael PirronTrustee
Patrick La CassaTrustee
Phil DiekemperTrustee
Robert KrugTrustee
Steve BaumgartnerTrustee
John HallbergTrustee - New
Donald DeetjenTrustee - Past
William BeemanAdministrator
Duane ExlineEmployee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,254,445
Investment Income
$251,052
Other Revenue
$0
Change in Net Assets
$2,190,205

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,492,037
Revenue Not Reported on Financial Statements
$13,460
Revenue Not Reported on Form 990
$235,993
Total Revenue per Audited Statements
$5,728,030
Total Revenue per Form 990
$5,505,497
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$291,782
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---$3,023,510
Fees for Services Accounting---$34,810
Fees for Services Other---$20,144
Information Technology---$14,975
Fees for Services Legal---$14,151
Fees for Service Investment Mgmnt Fees---$13,460
Office Expenses---$9,415
Conferences and Meetings---$9,125
Insurance---$2,729
Other Expenses---$1,935
Depreciation Depletion---$1,076
Total Functional Expenses$0$0$0$3,315,292

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,315,292
Expenses per Audited Statements$3,301,832
Total Expenses per Audited Statements$3,301,832
Expenses Not Reported on Financial Statements$13,460
Expenses Not Reported on Form 990$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
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The form 990 is provided to the entire board of trustees and fund administrator prior to filing. After the boards' review, the form is approved and filed.”

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

“The board of trustees and the fund administrator shall regularly and consistently monitor and enforce compliance with this policy taking all steps they deem necessary to ensure such monitoring and enforcement.”

Form 990, Part VI, Section B, Line 15

“Salaries are annually reviewed and approved by the board of trustees.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy and financial statements are available upon request at the fund office.”

FORM 990, PART VII, SECTION A, LINE A:

“The organization's administrator and highest compensated employee are shared with numerous related organizations, one of which is responsible for payroll. The reporting organization reimburses that related organization for its allocated portion of the salary and salary related expenses.”

Filing and Contact Details

Filer

Filer Name
Cement Masons Local No 502
EIN
80-0967048
Phone
7085449105
Address
739 25TH AVENUE, BELLWOOD, IL 60104

Signing Officer

Name
Patrick J La Cassa
Title
Trustee
Phone
7085449105
Signed
2017-06-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patrick J La Cassa
Formed
2013
Legal Domicile
Il
Voting Board Members
12
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Legacy Professionals Llp
Address
311 S WACKER DRIVE STE 4000, CHICAGO, IL 60606
Preparer
Bruce a Pavlik
Phone
3123680500
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The plan is required to file form 5500, annual return/report of employee benefit plan and form 990, return of organization exempt from income tax. The plan's returns are subject to examination by the internal revenue service until the applicable statute of limitations expires.”

Raw XML AppendixShowing 400 of 1,966 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/MinutesOfGoverningBodyInd01
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IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt09354485
IRS990/NetAssetsOrFundBalancesEOYAmt011780683
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt082979
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt082979
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0235993
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt09415
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SHARED EXP. ALLOCATED F
IRS990/OtherExpensesGrp/Desc1FEES MANDATED BY ACA
IRS990/OtherExpensesGrp/TotalAmt0169962
IRS990/OtherExpensesGrp/TotalAmt11935
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt055988
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt015899
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PATRICK J LA CASSA
IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0CONTRACTOR CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT SELF-CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2PRESCRIPTION DRUG REBATES
IRS990/ProgramServiceRevenueGrp/Desc3MEDICARE PART D SUBSIDY
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05071636
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt188107
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt262545
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt332157
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05071636
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt188107
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt262545
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt332157
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt03029771
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0140262
IRS990/PYOtherExpensesAmt0226064
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt05238855
IRS990/PYRevenuesLessExpensesAmt02123282
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt03255835
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05379117
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt02190205
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt09354485
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt011780683
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0300604
IRS990/SavingsAndTempCashInvstGrp/EOYAmt092020
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt03227
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02151
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05378
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt013460
IRS990ScheduleD/ExpensesSubtotalAmt03301832
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt013460
IRS990ScheduleD/InvestmentExpensesNotIncldAmt013460
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0235993
IRS990ScheduleD/RevenueNotReportedAmt0235993
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt013460
IRS990ScheduleD/RevenueSubtotalAmt05492037
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN IS REQUIRED TO FILE FORM 5500, ANNUAL RETURN/REPORT OF EMPLOYEE BENEFIT PLAN AND FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX. THE PLAN'S RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE UNTIL THE APPLICABLE STATUTE OF LIMITATIONS EXPIRES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03227
IRS990ScheduleD/TotalExpensesPerForm990Amt03315292
IRS990ScheduleD/TotalRevenuePerForm990Amt05505497
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05728030
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03301832
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0169509
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1160867
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2132453
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3119048
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt086738
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt182505
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt243444
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt339181
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt048238
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt146017
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt213401
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt313401
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt01072
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt11022
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt21037
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0PATRICK LA CASSA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1LAWRENCE PICARDI SR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2WILLIAM BEEMAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3DUANE EXLINE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3EMPLOYEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0305557
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1290411
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2190335
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3171630
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES AND FUND ADMINISTRATOR PRIOR TO FILING. AFTER THE BOARDS' REVIEW, THE FORM IS APPROVED AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF TRUSTEES AND THE FUND ADMINISTRATOR SHALL REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE WITH THIS POLICY TAKING ALL STEPS THEY DEEM NECESSARY TO ENSURE SUCH MONITORING AND ENFORCEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SALARIES ARE ANNUALLY REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE FUND OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S ADMINISTRATOR AND HIGHEST COMPENSATED EMPLOYEE ARE SHARED WITH NUMEROUS RELATED ORGANIZATIONS, ONE OF WHICH IS RESPONSIBLE FOR PAYROLL. THE REPORTING ORGANIZATION REIMBURSES THAT RELATED ORGANIZATION FOR ITS ALLOCATED PORTION OF THE SALARY AND SALARY RELATED EXPENSES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,847,888
Liabilities
$67,205
Net assets
$11,780,683
Revenue
$5,505,497
Expenses
$3,315,292
Net income
$2,190,205
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.3$0.31$18.0$6.57$8.18$1.61
2023Summary only. Only limited summary data is available for this year.$18.7$0.25$18.4$6.49$7.29$0.80
2022Summary only. Only limited summary data is available for this year.$18.2$0.36$17.8$5.80$6.17$0.36
2021Summary only. Only limited summary data is available for this year.$21.0$0.16$20.8$5.33$3.83$1.50
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.8$0.05$17.8$5.08$4.84$0.24
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.3$0.04$16.2$5.37$4.61$0.76
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.3$0.03$14.3$5.10$3.89$1.21
2017Summary only. Only limited summary data is available for this year.$13.6$0.04$13.5$5.33$4.19$1.14
2016Detailed filing. Detailed filing data is available for this year.$11.8$0.07$11.8$5.51$3.32$2.19
2015Detailed filing. Detailed filing data is available for this year.$9.47$0.12$9.35$5.38$3.26$2.12
2014Summary only. Only limited summary data is available for this year.$7.64$0.25$7.39$4.64$2.05$2.59
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)9 • $10M-$25M nonprofits