Civic Intelligence

Pipe Trades Trust Fund-447

990 • Fiscal year 2015 • EIN 94-1268305

Jul 01, 2014 to Jun 30, 2015 • Filed on Apr 08, 2016

Organization ProfileN/A

View Organization Page

PO Box 191030Sacramento, CA 95819

(916) 457-0821

Siviq Scores

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

Liabilities / Assets

85th percentile

0.46x

Higher debt load relative to assets than 85% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

86th percentile

0.40x

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

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Net Margin

75th percentile

13%

Higher net margin than 75% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

79th percentile

$182,391

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2015

Asset Growth

80th percentile

14%

Faster asset growth than 80% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

35th percentile

-1.5%

Faster revenue growth than 35% of similar nonprofits.

2015 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets85th percentile

Assets

Flat

$11,845,450

Flat from 2015

Net Assets

Flat

$6,441,039

Flat from 2015

Liabilities

Flat

$5,404,411

Flat from 2015

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin75th percentile

Revenue

Flat

$13,587,107

Flat from 2015

Expenses

Flat

$11,775,355

Flat from 2015

Net Income

Flat

$1,811,752

Flat from 2015

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$30M$20M$10M$0-$10MAssets 2010: $5,903,301Liabilities 2010: $6,913,589Net Assets 2010: -$1,010,2882010Assets 2011: $4,324,675Liabilities 2011: $5,154,521Net Assets 2011: -$829,8462011Assets 2012: $5,791,353Liabilities 2012: $5,163,550Net Assets 2012: $627,8032012Assets 2013: $8,319,725Liabilities 2013: $5,211,151Net Assets 2013: $3,108,5742013Assets 2014: $10,412,858Liabilities 2014: $5,495,677Net Assets 2014: $4,917,1812014Assets 2015: $11,845,450Liabilities 2015: $5,404,411Net Assets 2015: $6,441,0392015Assets 2015: $11,845,450Liabilities 2015: $5,404,411Net Assets 2015: $6,441,0392015Assets 2016: $15,373,337Liabilities 2016: $6,684,667Net Assets 2016: $8,688,6702016Assets 2017: $18,240,644Liabilities 2017: $6,657,685Net Assets 2017: $11,582,9592017Assets 2018: $21,153,215Liabilities 2018: $7,759,659Net Assets 2018: $13,393,5562018Assets 2019: $24,560,480Liabilities 2019: $8,658,797Net Assets 2019: $15,901,6832019Assets 2020: $27,757,781Liabilities 2020: $9,334,504Net Assets 2020: $18,423,2772020Assets 2021: $29,678,818Liabilities 2021: $11,386,665Net Assets 2021: $18,292,1532021Assets 2022: $27,674,576Liabilities 2022: $11,355,422Net Assets 2022: $16,319,1542022Assets 2023: $28,067,285Liabilities 2023: $12,261,769Net Assets 2023: $15,805,5162023Assets 2024: $28,206,419Liabilities 2024: $13,404,886Net Assets 2024: $14,801,5332024

Highlighted filing

2015

Assets$11,845,450
Liabilities$5,404,411
Net Assets$6,441,039
Open 2015 Filing

Operations Trend

Revenue Growth35th percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $14,617,6682010Revenue 2011: $11,561,509Expenses 2011: $11,390,127Net Income 2011: $171,3822011Expenses 2012: $11,874,8832012Expenses 2013: $12,123,2442013Revenue 2014: $13,787,195Expenses 2014: $12,021,837Net Income 2014: $1,765,3582014Revenue 2015: $13,587,107Expenses 2015: $11,775,355Net Income 2015: $1,811,7522015Revenue 2015: $13,587,107Expenses 2015: $11,775,355Net Income 2015: $1,811,7522015Revenue 2016: $15,636,881Expenses 2016: $13,698,072Net Income 2016: $1,938,8092016Revenue 2017: $16,588,060Expenses 2017: $13,966,241Net Income 2017: $2,621,8192017Revenue 2018: $19,916,953Expenses 2018: $18,091,499Net Income 2018: $1,825,4542018Revenue 2019: $20,990,676Expenses 2019: $18,783,579Net Income 2019: $2,207,0972019Revenue 2020: $23,971,247Expenses 2020: $21,709,232Net Income 2020: $2,262,0152020Revenue 2021: $21,768,768Expenses 2021: $23,687,532Net Income 2021: -$1,918,7642021Revenue 2022: $24,573,252Expenses 2022: $23,608,309Net Income 2022: $964,9432022Revenue 2023: $24,335,357Expenses 2023: $25,637,593Net Income 2023: -$1,302,2362023Revenue 2024: $25,618,060Expenses 2024: $27,942,573Net Income 2024: -$2,324,5132024

Highlighted filing

2015

Revenue$13,587,107
Expenses$11,775,355
Net Income$1,811,752
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Apr 8, 2016
Return Version
2014v6.0
Gross Receipts
$13,587,107
Mission and Program Overview

Mission

Serves as the trust for a multiemployer welfare benefit plan that funds medical, hospital, surgical, major medical, vision, dental, life insurance, & death benefits for plan participants and their dependents.

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,917,181$6,441,039▲ $1,523,858
Savings and Temporary Cash Investments$3,577,965$5,281,226▲ $1,703,261
Investments in Publicly Traded Securities$5,394,525$4,952,569▼ $441,956
Accounts Receivable$1,431,192$1,597,629▲ $166,437
Cash and Non-Interest-Bearing Accounts$0$0→ $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
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$10,412,858$11,845,450▲ $1,432,592
Other Assets Total$9,176$14,026▲ $4,850
Liabilities
Other Liabilities$5,346,600$5,375,676▲ $29,076
Accounts Payable and Accrued Expenses$149,077$28,735▼ $120,342
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$5,495,677$5,404,411▼ $91,266
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,917,181$6,441,039▲ $1,523,858
Total Liabilities and Net Assets / Fund Balance$10,412,858$11,845,450▲ $1,432,592

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$105,807$105,807
Equipment-$9,703$9,703
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chris McdanielFund AdministratorFT$111,518$47,642$159,160
Aaron StockwellLabor Trustee--$148,669$148,669

Board Members and Trustees

NameTitle
Phil SmythLabor Trustee
Robert BalchLabor Trustee
Robert TaylorLabor Trustee
Todd SchiavoLabor Trustee
Willam HaleyLabor Trustee
Lewis LongLabor Trustee - Former
Ronald MorganLabor Trustee - Former
Claire DonnenwirthManagement Trustee
JOHN O'CONNORManagement Trustee
Larry BoothManagement Trustee
Larry CookManagement Trustee
Rod BarborManagement Trustee
Rod ChowdryManagement Trustee
Scott StrawbridgeManagement Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Rael LetsonActuary378 VINTAGE PARK DR, Foster City, CA 94404$151,802
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$13,344,681
Investment Income
$235,226
Other Revenue
$7,200
Change in Net Assets
$1,811,752

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,576,907
Revenue Not Reported on Financial Statements
$10,200
Revenue Not Reported on Form 990
$-287,894
Other Revenue Adjustments
$7,200
Total Revenue per Audited Statements
$13,289,013
Total Revenue per Form 990
$13,587,107
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$604,016
Salaries, Compensation, and Employee Benefits$268,106
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$10,903,233
Fees for Services Other---$151,802
Other Salaries and Wages---$115,135
Information Technology---$95,340
Fees for Services Accounting---$89,531
Office Expenses---$78,760
Current Officers, Directors, Trustees, and Key Employees---$64,496
Other Employee Benefits---$39,991
Other Expenses---$38,252
Pension Plan Contributions---$35,860
Insurance---$24,651
Payroll Taxes---$12,624
Fees for Services Legal---$12,075
Occupancy---$11,843
Conferences and Meetings---$6,202
Fees for Service Investment Mgmnt Fees---$3,000
Travel---$1,391
Total Functional Expenses$0$0$0$11,775,355

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$11,775,355
Expenses per Audited Statements$11,756,300
Total Expenses per Audited Statements$11,749,100
Expenses Not Reported on Financial Statements$19,055
Other Expense Adjustments$16,055
Expenses Not Reported on Form 990$-7,200
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$5,322,329
Reciprocity Contribution Payable$53,347
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Pipe Trades Trust Fund-447
EIN
94-1268305
In Care Of
% CHRIS MCDANIEL
Phone
9164570821
Address
PO BOX 191030, SACRAMENTO, CA 95819

Signing Officer

Name
Chris McDaniel
Title
fund administrator
Phone
9164570821
Signed
2016-04-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Haley
Formed
1953
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
0
Employees
5
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
44 MONTGOMERY ST STE 3701, SAN FRANCISCO, CA 94104-4831
Preparer
Miller Kaplan Arase Llp
Phone
4159563600
Supplemental Narrative

Additional Explanations

PART I, LINE 1:

“Serves as the trust for a multiemployer welfare benefit plan that provides major medical, vision, dental, prescription drugs and life insurance to participants and their dependents. Part vi, line 11b: the plan's cpa prepared the form 990 which is reviewed by the fund administrator and presented to a labor trustee and management trustee to review and approve prior to being filed. The full board can request copies of the completed form 990. Part vi, section b, line 12c: as prescribed in the conflict of interest policy. Part vi, line 15b: trustees who are compensated on an hourly basis and suffer a loss of pay by reason of absence from work while performing duties as a fiduciary are reimbursed lost wages. Trustees are also reimbursed any out-of-pocket expenditures in furtherance of their education as fiduciary. Part vi, line 19: the plan's governing documents and financial statements are available to participants upon request. Annually, the plan files form 5500 annual return/report of employee benefit plan with the department of labor. The form 5500 is available on the dol's website. A summary annual report is also provided to participants annually.”

Financial Statement Notes

PART X, LINE 2:

“The Plan has adopted guidance on accounting for uncertainty in income taxes issued by the Financial Accounting Standards Board. The plan administrator believes the Plan has taken no uncertain tax positions that require adjustment to the financial statements to comply with provisions of this guidance. The plan administrator believes the Plan is no longer subject to income tax examinations for years prior to 2011. PART XI, LINE 4B: ADMINISTRATIVE REIMBURSEMENT $7,200 PART XII, LINE 2D: ADMINISTRATIVE REIMBURSEMENT $7,200 PART XII, LINE 4B: CHANGE IN BENEFIT OBLIGATIONS”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15111518
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10130474
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1296752
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0LABOR TRUSTEE - FORMER
IRS990/Form990PartVIISectionAGrp/TitleTxt1LABOR TRUSTEE - FORMER
IRS990/Form990PartVIISectionAGrp/TitleTxt2LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15FUND ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01953
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
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IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt013587107
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
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IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt095340
IRS990/InsuranceGrp/TotalAmt024651
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0235226
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0235226
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05394525
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04952569
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0115510
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt0115510
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SERVES AS THE TRUST FOR A MULTIEMPLOYER WELFARE BENEFIT PLAN THAT FUNDS MEDICAL, HOSPITAL, SURGICAL, MAJOR MEDICAL, VISION, DENTAL, LIFE INSURANCE AND DEATH BENEFITS FOR PLAN PARTICIPANTS AND THEIR DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt04917181
IRS990/NetAssetsOrFundBalancesEOYAmt06441039
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-287894
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt011843
IRS990/OfficeExpensesGrp/TotalAmt078760
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt09176
IRS990/OtherAssetsTotalGrp/EOYAmt014026
IRS990/OtherEmployeeBenefitsGrp/TotalAmt039991
IRS990/OtherExpensesGrp/Desc0BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc1CLAIMS PROCESSSING
IRS990/OtherExpensesGrp/Desc2ACA FEES
IRS990/OtherExpensesGrp/TotalAmt0-7380
IRS990/OtherExpensesGrp/TotalAmt198549
IRS990/OtherExpensesGrp/TotalAmt238252
IRS990/OtherLiabilitiesGrp/BOYAmt05346600
IRS990/OtherLiabilitiesGrp/EOYAmt05375676
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0ADMINISTRATIVE REIMBURSEMENT
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt07200
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt07200
IRS990/OtherRevenueTotalAmt07200
IRS990/OtherSalariesAndWagesGrp/TotalAmt0115135
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt012624
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt035860
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0WILLIAM HALEY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11164729
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt012179952
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11164729
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt011133356
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0172684
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0614621
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt013614511
IRS990/PYRevenuesLessExpensesAmt01765358
IRS990/PYSalariesCompEmpBnftPaidAmt0273860
IRS990/PYTotalExpensesAmt012021837
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt013787195
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt01811752
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt04917181
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt06441039
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03577965
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05281226
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt09703
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt09703
IRS990ScheduleD/ExpensesNotReportedAmt0-7200
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt019055
IRS990ScheduleD/ExpensesSubtotalAmt011756300
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt03000
IRS990ScheduleD/InvestmentExpensesNotIncldAmt03000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-287894
IRS990ScheduleD/OtherExpensesIncludedAmt0-7200
IRS990ScheduleD/OtherExpensesNotIncludedAmt016055
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0105807
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0105807
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt053347
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt15322329
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RECIPROCITY CONTRIBUTION PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1BENEFIT OBLIGATIONS
IRS990ScheduleD/OtherRevenuesNotIncludedAmt07200
IRS990ScheduleD/RevenueNotReportedAmt0-287894
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt010200
IRS990ScheduleD/RevenueSubtotalAmt013576907
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Plan has adopted guidance on accounting for uncertainty in income taxes issued by the Financial Accounting Standards Board. The plan administrator believes the Plan has taken no uncertain tax positions that require adjustment to the financial statements to comply with provisions of this guidance. The plan administrator believes the Plan is no longer subject to income tax examinations for years prior to 2011. PART XI, LINE 4B: ADMINISTRATIVE REIMBURSEMENT $7,200 PART XII, LINE 2D: ADMINISTRATIVE REIMBURSEMENT $7,200 PART XII, LINE 4B: CHANGE IN BENEFIT OBLIGATIONS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalLiabilityAmt05375676
IRS990ScheduleD/TotalRevenuePerForm990Amt013587107
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt013289013
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt011749100
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IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,845,450
Liabilities
$5,404,411
Net assets
$6,441,039
Revenue
$13,587,107
Expenses
$11,775,355
Net income
$1,811,752
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.2$13.4$14.8$25.6$27.9$2.32
2023Summary only. Only limited summary data is available for this year.$28.1$12.3$15.8$24.3$25.6$1.30
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.7$11.4$16.3$24.6$23.6$0.96
2021Summary only. Only limited summary data is available for this year.$29.7$11.4$18.3$21.8$23.7$1.92
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.8$9.33$18.4$24.0$21.7$2.26
2019Summary only. Only limited summary data is available for this year.$24.6$8.66$15.9$21.0$18.8$2.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.2$7.76$13.4$19.9$18.1$1.83
2017Summary only. Only limited summary data is available for this year.$18.2$6.66$11.6$16.6$14.0$2.62
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.4$6.68$8.69$15.6$13.7$1.94
2015Detailed filing. Detailed filing data is available for this year.$11.8$5.40$6.44$13.6$11.8$1.81
2015Summary only. Only limited summary data is available for this year.$11.8$5.40$6.44$13.6$11.8$1.81
2014Detailed filing. Detailed filing data is available for this year.$10.4$5.50$4.92$13.8$12.0$1.77
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.32$5.21$3.11$12.1
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.79$5.16$0.63$11.9
2011Summary only. Only limited summary data is available for this year.$4.32$5.15$0.83$11.6$11.4$0.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.90$6.91$1.01$14.6