Civic Intelligence

Cement Masons Local No 502 Retiree Welfare Fund

990 • Fiscal year 2017 • EIN 80-0967048

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 23, 2018

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

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

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

Liabilities / Revenue

36th percentile

0.01x

Higher debt load relative to revenue than 36% of similar nonprofits.

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

Net Margin

81st percentile

21%

Higher net margin than 81% of similar nonprofits.

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

Top Officer Pay

92nd percentile

$313,483

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 5.9% of source-year revenue.

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

Asset Growth

73rd percentile

15%

Faster asset growth than 73% of similar nonprofits.

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

Revenue Growth

24th percentile

-3.1%

Faster revenue growth than 24% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets31st percentile

Assets

Flat

$13,586,955

Flat from 2017

Net Assets

Flat

$13,545,021

Flat from 2017

Liabilities

Flat

$41,934

Flat from 2017

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin81st percentile

Revenue

Flat

$5,333,343

Flat from 2017

Expenses

Flat

$4,190,243

Flat from 2017

Net Income

Flat

$1,143,100

Flat from 2017

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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 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

2017

Assets$13,586,955
Liabilities$41,934
Net Assets$13,545,021
Open 2017 Filing

Operations Trend

Revenue Growth24th 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 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

2017

Revenue$5,333,343
Expenses$4,190,243
Net Income$1,143,100
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 23, 2018
Return Version
2017v2.3
Gross Receipts
$6,173,343
Mission and Program Overview

Mission

PROVIDE HEALTH BENEFITS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$11,780,683$13,545,021▲ $1,764,338
Investments in Publicly Traded Securities$10,460,688$12,134,748▲ $1,674,060
Cash and Non-Interest-Bearing Accounts$731,609$925,784▲ $194,175
Accounts Receivable$544,445$511,516▼ $32,929
Other Notes and Loans Receivable, Net$15,899$10,158▼ $5,741
Savings and Temporary Cash Investments$92,020$2,598▼ $89,422
Land, Buildings, and Equipment, Net$3,227$2,151▼ $1,076
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$11,847,888$13,586,955▲ $1,739,067
Liabilities
Accounts Payable and Accrued Expenses$67,205$41,934▼ $25,271
Total Liabilities$67,205$41,934▼ $25,271
Net Assets / Fund Balance
Total Net Assets Fund Balance$11,780,683$13,545,021▲ $1,764,338
Total Liabilities and Net Assets / Fund Balance$11,847,888$13,586,955▲ $1,739,067

Asset Categories

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

Employees

NameTitleOtherTotal
Adam HigginsTrustee$7,967$7,967
Jay La SalaTrustee$7,967$7,967
Antonio AcevedoTrustee$4,951$4,951
Sandra HuntTrustee$4,951$4,951

Board Members and Trustees

NameTitle
John HallbergTrustee
Lawrence Picardi SrTrustee
Michael KolbergTrustee
Michael PirronTrustee
Patrick La CassaTrustee
Phil DiekemperTrustee
Steve BaumgartnerTrustee
Robert KutrovatzTrustee - New
Robert KrugTrustee - Past
William BeemanAdministrator
Duane ExlineCollection Coordinator

Highest Paid Contractors

ContractorServicesLocationCompensation
Bluecross Blueshield Of IllinoisPpo Provider300 EAST RANDOLPH STREET, Chicago, IL 60601-5099$121,924
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,119,963
Investment Income
$213,380
Other Revenue
$0
Change in Net Assets
$1,143,100

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,311,869
Revenue Not Reported on Financial Statements
$21,474
Revenue Not Reported on Form 990
$621,238
Total Revenue per Audited Statements
$5,933,107
Total Revenue per Form 990
$5,333,343
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$303,506
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---$3,886,737
Fees for Services Accounting---$33,603
Fees for Service Investment Mgmnt Fees---$21,474
Fees for Services Other---$17,900
Fees for Services Legal---$12,762
Conferences and Meetings---$10,593
Information Technology---$9,600
Office Expenses---$5,580
Insurance---$3,553
Other Expenses---$2,075
Depreciation Depletion---$1,076
Total Functional Expenses$0$0$0$4,190,243

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,190,243
Expenses per Audited Statements$4,168,769
Total Expenses per Audited Statements$4,168,769
Expenses Not Reported on Financial Statements$21,474
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
2018-07-23
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
4 WESTBROOK CORPORATE CTR 700, WESTCHESTER, IL 60154
Preparer
Bruce a Pavlik
Phone
3123680500
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require the plan to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by tax authorities. The plan 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 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/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
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IRS990/InvestmentIncomeGrp/ExclusionAmt0213380
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0213380
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt010460688
IRS990/InvestmentsPubTradedSecGrp/EOYAmt012134748
IRS990/IRPDocumentCnt082
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03227
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03227
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IRS990/LandBldgEquipCostOrOtherBssAmt05378
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0840000
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE HEALTH BENEFITS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt011780683
IRS990/NetAssetsOrFundBalancesEOYAmt013545021
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0621238
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt05580
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SHARED EXP. ALLOCATED F
IRS990/OtherExpensesGrp/Desc1FEES MANDATED BY ACA
IRS990/OtherExpensesGrp/TotalAmt0185290
IRS990/OtherExpensesGrp/TotalAmt12075
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt015899
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt010158
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PATRICK J LA CASSA
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IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0CONTRACTOR CONTRIBUTIO
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT SELF-CONTR
IRS990/ProgramServiceRevenueGrp/Desc2PRESCRIPTION DRUG REBA
IRS990/ProgramServiceRevenueGrp/Desc3MEDICARE PART D SUBSID
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1125638
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt284756
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt336581
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04872988
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1125638
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt284756
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt336581
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt03023510
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0251052
IRS990/PYOtherExpensesAmt0291782
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt05254445
IRS990/PYRevenuesLessExpensesAmt02190205
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt03315292
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05505497
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01143100
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt011780683
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt013545021
IRS990/SavingsAndTempCashInvstGrp/BOYAmt092020
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02598
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt02151
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03227
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05378
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt021474
IRS990ScheduleD/ExpensesSubtotalAmt04168769
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt021474
IRS990ScheduleD/InvestmentExpensesNotIncldAmt021474
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0621238
IRS990ScheduleD/RevenueNotReportedAmt0621238
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt021474
IRS990ScheduleD/RevenueSubtotalAmt05311869
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02151
IRS990ScheduleD/TotalExpensesPerForm990Amt04190243
IRS990ScheduleD/TotalRevenuePerForm990Amt05333343
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05933107
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04168769
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/CompensationBasedOnRltdOrgsAmt0169650
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1161245
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2132413
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3120388
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/DeferredCompRltdOrgsAmt093000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt188896
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt247081
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt342801
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt049718
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt147557
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt213855
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt313855
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt01115
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt1843
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt21198
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/TitleTxt3COLLECTION COORDINATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0313483
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1298541
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2194547
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3177044
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,586,955
Liabilities
$41,934
Net assets
$13,545,021
Revenue
$5,333,343
Expenses
$4,190,243
Net income
$1,143,100
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
2017Detailed filing. Detailed filing data is available for this year.$13.6$0.04$13.5$5.33$4.19$1.14
2017Summary only. Only limited summary data is available for this year.$13.6$0.04$13.5$5.33$4.19$1.14
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$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