Civic Intelligence

Employee Painters' Trust Health

990 • Fiscal year 2016 • EIN 91-0597991

Aug 01, 2015 to Jul 31, 2016 • Filed on May 12, 2017

18300 Cascade Ave S Ste 141Tukwila, WA 98188

(206) 518-9730

Siviq Scores

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

Liabilities / Assets

79th percentile

0.27x

Higher debt load relative to assets than 79% of similar nonprofits.

2016 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2016

Liabilities / Revenue

86th percentile

0.35x

Higher debt load relative to revenue than 86% of similar nonprofits.

2016 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2016

Net Margin

58th percentile

4.7%

Higher net margin than 58% of similar nonprofits.

2016 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2016

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2016 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2016

Asset Growth

62nd percentile

6.6%

Faster asset growth than 62% of similar nonprofits.

2016 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Revenue Growth

85th percentile

18%

Faster revenue growth than 85% of similar nonprofits.

2016 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Assets

Up

$82,143,385

Up $5,073,145 (+6.6%) from 2015

Net Assets

Up

$60,306,911

Up $6,693,985 (+12%) from 2015

Liabilities

Down

$21,836,474

Down $1,620,840 (-6.9%) from 2015

Revenue

Up

$62,974,122

Up $9,521,460 (+18%) from 2015

Expenses

Up

$60,019,010

Up $8,137,873 (+16%) from 2015

Net Income

Up

$2,955,112

Up $1,383,587 (+88%) from 2015

Historical Trend

Balance Sheet Trend

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

$150M$100M$50M$0Assets 2010: $86,038,387Liabilities 2010: $7,770,497Net Assets 2010: $78,267,8902010Assets 2011: $77,852,019Liabilities 2011: $6,749,374Net Assets 2011: $71,102,6452011Assets 2012: $73,200,962Liabilities 2012: $16,535,300Net Assets 2012: $56,665,6622012Assets 2013: $71,098,574Liabilities 2013: $16,826,650Net Assets 2013: $54,271,9242013Assets 2014: $78,579,206Liabilities 2014: $25,696,131Net Assets 2014: $52,883,0752014Assets 2015: $77,070,240Liabilities 2015: $23,457,314Net Assets 2015: $53,612,9262015Assets 2016: $82,143,385Liabilities 2016: $21,836,474Net Assets 2016: $60,306,9112016Assets 2017: $97,094,194Liabilities 2017: $32,230,802Net Assets 2017: $64,863,3922017Assets 2018: $102,922,031Liabilities 2018: $35,166,993Net Assets 2018: $67,755,0382018Assets 2019: $102,667,937Liabilities 2019: $40,856,728Net Assets 2019: $61,811,2092019Assets 2020: $110,934,817Liabilities 2020: $43,703,562Net Assets 2020: $67,231,2552020Assets 2021: $121,082,024Liabilities 2021: $48,414,688Net Assets 2021: $72,667,3362021Assets 2022: $102,882,797Liabilities 2022: $47,414,069Net Assets 2022: $55,468,7282022Assets 2023: $111,690,393Liabilities 2023: $51,060,158Net Assets 2023: $60,630,2352023Assets 2024: $120,170,713Liabilities 2024: $46,614,044Net Assets 2024: $73,556,6692024

Highlighted filing

2016

Assets$82,143,385
Liabilities$21,836,474
Net Assets$60,306,911

Operations Trend

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

$100M$50M$0-$50MExpenses 2010: $54,312,8442010Expenses 2011: $49,975,7762011Revenue 2012: $41,709,722Expenses 2012: $42,810,514Net Income 2012: -$1,100,7922012Revenue 2013: $42,451,579Expenses 2013: $44,548,669Net Income 2013: -$2,097,0902013Revenue 2014: $46,710,358Expenses 2014: $47,586,993Net Income 2014: -$876,6352014Revenue 2015: $53,452,662Expenses 2015: $51,881,137Net Income 2015: $1,571,5252015Revenue 2016: $62,974,122Expenses 2016: $60,019,010Net Income 2016: $2,955,1122016Revenue 2017: $69,633,737Expenses 2017: $64,659,527Net Income 2017: $4,974,2102017Revenue 2018: $75,469,288Expenses 2018: $72,240,668Net Income 2018: $3,228,6202018Revenue 2019: $77,642,566Expenses 2019: $85,691,859Net Income 2019: -$8,049,2932019Revenue 2020: $81,342,034Expenses 2020: $77,332,127Net Income 2020: $4,009,9072020Revenue 2021: $84,126,168Expenses 2021: $79,286,584Net Income 2021: $4,839,5842021Revenue 2022: $77,554,776Expenses 2022: $87,967,525Net Income 2022: -$10,412,7492022Revenue 2023: $87,404,039Expenses 2023: $83,126,340Net Income 2023: $4,277,6992023Revenue 2024: $85,189,390Expenses 2024: $77,880,505Net Income 2024: $7,308,8852024

Highlighted filing

2016

Revenue$62,974,122
Expenses$60,019,010
Net Income$2,955,112
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
May 12, 2017
Return Version
2015v3.0
Gross Receipts
$89,786,277
Mission and Program Overview

Mission

The plan is a multiemployer health and welfare plan designed to provide benefits for eligible participants and beneficiaries as specified in the plan document.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$62,267,451$65,985,674▲ $3,718,223
Rtn Earn Endowment Incm Other Fnds$53,612,926$60,306,911▲ $6,693,985
Savings and Temporary Cash Investments$10,587,854$10,753,245▲ $165,391
Accounts Receivable$4,371,244$5,189,820▲ $818,576
Cash and Non-Interest-Bearing Accounts$-166,234$204,721▲ $370,955
Prepaid Expenses and Deferred Charges$9,925$9,925→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$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$77,070,240$82,143,385▲ $5,073,145
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$22,455,559$21,387,650▼ $1,067,909
Accounts Payable and Accrued Expenses$1,001,755$448,824▼ $552,931
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$23,457,314$21,836,474▼ $1,620,840
Net Assets / Fund Balance
Total Net Assets Fund Balance$53,612,926$60,306,911▲ $6,693,985
Total Liabilities and Net Assets / Fund Balance$77,070,240$82,143,385▲ $5,073,145
Compensation and Service Providers

Board Members and Trustees

NameTitle
Denis SullivanCo-Chairman
Stacey GroundCo-Chairman
Bob PuzasEmployer Trustee
Jeremy GibsonEmployer Trustee
Steve MalcolmEmployer Trustee
Tom PfundsteinEmployer Trustee
Dave WinklerUnion Trustee
Doug WagnerUnion Trustee
John SmirkUnion Trustee
Todd KochUnion Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Zenith American SolutionsAdministrator201 QUEEN ANNE AVE N STE 100, Seattle, WA 98109$1,736,478
AetnaClaims Administrator600 UNIVERSITY ST STE 920, Seattle, WA 98101$1,288,493
Innovative Care ManagementUtilization ReviewPO BOX 22386, Portland, OR 97269$288,398
Envision Rx OptionsClaims Administrator2181 E AURORA RD STE 201, Twinsburg, OH 44087$248,500
The Urban Law FirmAttorney4270 S DECATUR BLVD STE A-9, Las Vegas, NV 89103$146,203
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$61,374,758
Investment Income
$1,599,364
Other Revenue
$0
Change in Net Assets
$2,955,112

Audited Revenue Reconciliation

Revenue per Audited Statements
$62,974,122
Revenue Not Reported on Form 990
$843,910
Total Revenue per Audited Statements
$63,818,032
Total Revenue per Form 990
$62,974,122
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,132,964
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---$54,886,046
Fees for Services Other---$2,146,230
Fees for Services Management---$1,604,058
Fees for Services Legal---$322,995
Fees for Services Accounting---$235,344
Office Expenses---$193,767
Fees for Service Investment Mgmnt Fees---$161,197
Conferences and Meetings---$58,604
Insurance---$36,125
Other Expenses---$19,232
Total Functional Expenses$0$0$0$60,019,010

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$60,019,010
Expenses per Audited Statements$59,823,733
Total Expenses per Audited Statements$59,823,733
Expenses Not Reported on Financial Statements$195,277
Other Expense Adjustments$195,277
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefit Obligations$21,292,467
Organizations$95,183
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI, LINE 11B:

THE PLAN'S CPA PREPARED THE FORM 990 WHICH IS REVIEWED BY THE PLAN ADMINISTRATOR AND PRESENTED TO A DESIGNATED TRUSTEE TO REVIEW AND APPROVE PRIOR TO FILING. THE FULL BOARD CAN REQUEST COPIES OF THE COMPLETED 990. PART VI, LINE 12C: TRUSTEES ARE REQUIRED TO NOTIFY THE PLAN OF ANY CHANGES IN THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS. PART VI, LINE 19: THE PLAN'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MAINTAINED AT THE PLAN OFFICE AND ARE AVAILABLE ON REQUEST. PART VII, SECTION A - COMPENSATION OF OFFICERS: THE BOARD OF TRUSTEES SERVE FOR NO COMPENSATION. SALARIES AND WAGES PAID TO TRUSTEES BY THEIR EMPLOYERS ARE REPORTED ON THE EMPLOYERS' PAYROLL TAX FILINGS AND THIS INFORMATION IS NOT REPORTED OR KNOWN TO THE PLAN ADMINISTRATOR. PART XI, LINE 9: Plan Merger in the amount of $2,894,963.

Filing and Contact Details

Filer

Filer Name
Painters Trust
EIN
91-0597991
In Care Of
% BENESYS ADMINISTRATION
Phone
2065189730
Address
18300 CASCADE AVE S STE 141, TUKWILA, WA 98188

Signing Officer

Name
Denis Sullivan
Title
Co-Chairman
Phone
2065189730
Signed
2017-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stacey Grund
Formed
1952
Legal Domicile
Wa
Voting Board Members
10
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
600 STEWART ST STE 618, SEATTLE, WA 98101
Preparer
Crane Curran
Phone
2065963930
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the plan and recognize a tax liability if the Plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Part XII, Line 4B: Increase in benefit obligations.

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IRS990/Form990PartVIISectionAGrp/TitleTxt1EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7Co-Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt8UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9UNION TRUSTEE
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IRS990/FormationYr01952
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IRS990/FundraisingActivitiesInd0false
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IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
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IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt036125
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IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
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IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The plan is a multiemployer health and welfare plan designed to provide benefits for eligibile participants and beneficiaries as specified in the plan document.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
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IRS990/NetAssetsOrFundBalancesEOYAmt060306911
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-330988
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0843910
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt0193767
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt02894963
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0TRANSITIONAL REINSURANCE FEES
IRS990/OtherExpensesGrp/Desc1PCORI FEES
IRS990/OtherExpensesGrp/TotalAmt0355412
IRS990/OtherExpensesGrp/TotalAmt119232
IRS990/OtherLiabilitiesGrp/BOYAmt022455559
IRS990/OtherLiabilitiesGrp/EOYAmt021387650
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt09925
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09925
IRS990/PrincipalOfficerNm0Stacey Grund
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1SELF PAY CONTRIBUTIONS
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12299829
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt059074929
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12299829
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt046993585
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01964268
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt04887552
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt051488394
IRS990/PYRevenuesLessExpensesAmt01571525
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt051881137
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt053452662
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt02955112
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt053612926
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt060306911
IRS990/SavingsAndTempCashInvstGrp/BOYAmt010587854
IRS990/SavingsAndTempCashInvstGrp/EOYAmt010753245
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0195277
IRS990ScheduleD/ExpensesSubtotalAmt059823733
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0843910
IRS990ScheduleD/OtherExpensesNotIncludedAmt0195277
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt021292467
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt195183
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ORGANIZATIONS
IRS990ScheduleD/RevenueNotReportedAmt0843910
IRS990ScheduleD/RevenueSubtotalAmt062974122
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the plan and recognize a tax liability if the Plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Part XII, Line 4B: Increase in benefit obligations.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalExpensesPerForm990Amt060019010
IRS990ScheduleD/TotalLiabilityAmt021387650
IRS990ScheduleD/TotalRevenuePerForm990Amt062974122
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt063818032
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt059823733
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN'S CPA PREPARED THE FORM 990 WHICH IS REVIEWED BY THE PLAN ADMINISTRATOR AND PRESENTED TO A DESIGNATED TRUSTEE TO REVIEW AND APPROVE PRIOR TO FILING. THE FULL BOARD CAN REQUEST COPIES OF THE COMPLETED 990. PART VI, LINE 12C: TRUSTEES ARE REQUIRED TO NOTIFY THE PLAN OF ANY CHANGES IN THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS. PART VI, LINE 19: THE PLAN'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MAINTAINED AT THE PLAN OFFICE AND ARE AVAILABLE ON REQUEST. PART VII, SECTION A - COMPENSATION OF OFFICERS: THE BOARD OF TRUSTEES SERVE FOR NO COMPENSATION. SALARIES AND WAGES PAID TO TRUSTEES BY THEIR EMPLOYERS ARE REPORTED ON THE EMPLOYERS' PAYROLL TAX FILINGS AND THIS INFORMATION IS NOT REPORTED OR KNOWN TO THE PLAN ADMINISTRATOR. PART XI, LINE 9: Plan Merger in the amount of $2,894,963.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, LINE 11B:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE PART VII - SUPPLEMENTAL INFORMATION
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE PART VII - SUPPLEMENTAL INFORMATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SEE PART VII - SUPPLEMENTAL INFORMATION
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0A CONTRIBUTING EMPLOYER IS A RELATED ORGANIZATION SOLELY TO THE EXTENT THAT THE EMPLOYER IS SIGNATORY TO A COLLECTIVE BARGAINING AGREEMENT REQUIRING CONTRIBUTIONS TO THE PLAN OR OTHERWISE SUBSCRIBES IN WRITING TO THE PLAN. CONTRIBUTING EMPLOYERS PAY A CONTRIBUTION RATE FOR COVERED EMPLOYEES' BENEFIT COVERAGE AS DETERMINED UNDER COLLECTIVE BARGAINING. INFORMATION REQUIRED TO COMPLETE SCHEDULE R FOR EACH CONTRIBUTING EMPLOYER AND RELATED ORGANIZATIONS IS NOT KNOWN OR REPORTED TO THE PLAN ADMINISTRATOR. THE ADMINISTRATIVE COSTS OF OBTAINING AND REPORTING THIS INFORMATION WOULD REQUIRE THE EXPENDITURE OF PLAN ASSETS THAT OTHERWISE ARE USED TO PROVIDE BENEFITS TO PARTICIPANTS.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0PARTS II, III, IV:
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IRS990ScheduleR/TransferToOtherOrgInd0true
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$120$46.6$73.6$85.2$77.9$7.31
2023Detailed filing. Detailed filing data is available for this year.$112$51.1$60.6$87.4$83.1$4.28
2022Detailed filing. Detailed filing data is available for this year.$103$47.4$55.5$77.6$88.0$10.4
2021Detailed filing. Detailed filing data is available for this year.$121$48.4$72.7$84.1$79.3$4.84
2020Detailed filing. Detailed filing data is available for this year.$111$43.7$67.2$81.3$77.3$4.01
2019Detailed filing. Detailed filing data is available for this year.$103$40.9$61.8$77.6$85.7$8.05
2018Detailed filing. Detailed filing data is available for this year.$103$35.2$67.8$75.5$72.2$3.23
2017Detailed filing. Detailed filing data is available for this year.$97.1$32.2$64.9$69.6$64.7$4.97
2016Detailed filing. Detailed filing data is available for this year.$82.1$21.8$60.3$63.0$60.0$2.96
2015Detailed filing. Detailed filing data is available for this year.$77.1$23.5$53.6$53.5$51.9$1.57
2014Detailed filing. Detailed filing data is available for this year.$78.6$25.7$52.9$46.7$47.6$0.88
2013Summary only. Only limited summary data is available for this year.$71.1$16.8$54.3$42.5$44.5$2.10
2012Summary only. Only limited summary data is available for this year.$73.2$16.5$56.7$41.7$42.8$1.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$77.9$6.75$71.1$50.0
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$86.0$7.77$78.3$54.3
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)9 • $50M-$100M nonprofits