Civic Intelligence

Pipe Trades Trust Fund-447

990 • Fiscal year 2016 • EIN 94-1268305

Jul 01, 2015 to Jun 30, 2016 • Filed on Apr 04, 2017

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

0.43x

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

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

Liabilities / Revenue

89th percentile

0.43x

Higher debt load relative to revenue than 89% of similar nonprofits.

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

Net Margin

73rd percentile

12%

Higher net margin than 73% of similar nonprofits.

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

Top Officer Pay

81st percentile

$181,778

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

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

Asset Growth

92nd percentile

30%

Faster asset growth than 92% of similar nonprofits.

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

Revenue Growth

78th percentile

15%

Faster revenue growth than 78% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$15,373,337

Up $3,527,887 (+30%) from 2015

Net Assets

Up

$8,688,670

Up $2,247,631 (+35%) from 2015

Liabilities

Up

$6,684,667

Up $1,280,256 (+24%) from 2015

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin73rd percentile

Revenue

Up

$15,636,881

Up $2,049,774 (+15%) from 2015

Expenses

Up

$13,698,072

Up $1,922,717 (+16%) from 2015

Net Income

Up

$1,938,809

Up $127,057 (+7.0%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth92nd 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 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

2016

Assets$15,373,337
Liabilities$6,684,667
Net Assets$8,688,670
Open 2016 Filing

Operations Trend

Revenue Growth78th 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 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

2016

Revenue$15,636,881
Expenses$13,698,072
Net Income$1,938,809
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Apr 4, 2017
Return Version
2015v3.0
Gross Receipts
$18,091,757
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
Savings and Temporary Cash Investments$5,281,226$9,121,484▲ $3,840,258
Rtn Earn Endowment Incm Other Fnds$6,441,039$8,688,670▲ $2,247,631
Investments in Publicly Traded Securities$4,952,569$4,525,535▼ $427,034
Accounts Receivable$1,597,629$1,707,936▲ $110,307
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
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$11,845,450$15,373,337▲ $3,527,887
Other Assets Total$14,026$18,382▲ $4,356
Liabilities
Other Liabilities$5,375,676$6,644,468▲ $1,268,792
Accounts Payable and Accrued Expenses$28,735$40,199▲ $11,464
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$5,404,411$6,684,667▲ $1,280,256
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,441,039$8,688,670▲ $2,247,631
Total Liabilities and Net Assets / Fund Balance$11,845,450$15,373,337▲ $3,527,887

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$105,807$105,807
Equipment-$9,703$9,703
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chris McdanielFund AdministratorFT$118,058$49,504$167,562

Board Members and Trustees

NameTitle
Aaron StockwellLabor Trustee
Harry RotzLabor Trustee
Phil SmythLabor Trustee
Richard BertacchiLabor Trustee
Robert BalchLabor Trustee
Robert TaylorLabor Trustee
Todd SchiavoLabor Trustee
Willam HaleyLabor Trustee - Former
Andrew BoothManagement Trustee
Claire DonnenwirthManagement Trustee
JOHN O'CONNORManagement Trustee
Larry CookManagement Trustee
Richard ChowdryManagement Trustee
Rob BarbourManagement Trustee
Ron MitchellManagement Trustee
Larry BoothManagement Trustee - Former
Scott StrawbridgeManagement Trustee - Former
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$15,808,523
Investment Income
$-178,842
Other Revenue
$7,200
Change in Net Assets
$1,938,809

Audited Revenue Reconciliation

Revenue per Audited Statements
$15,626,681
Revenue Not Reported on Financial Statements
$10,200
Revenue Not Reported on Form 990
$308,822
Other Revenue Adjustments
$7,200
Total Revenue per Audited Statements
$15,935,503
Total Revenue per Form 990
$15,636,881
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$554,407
Salaries, Compensation, and Employee Benefits$272,608
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$12,871,057
Other Salaries and Wages---$118,624
Information Technology---$100,117
Fees for Services Other---$99,168
Fees for Services Accounting---$92,929
Current Officers, Directors, Trustees, and Key Employees---$66,697
Office Expenses---$61,178
Other Employee Benefits---$41,140
Pension Plan Contributions---$33,645
Insurance---$24,819
Other Expenses---$21,519
Payroll Taxes---$12,502
Occupancy---$11,843
Fees for Services Legal---$8,283
Fees for Service Investment Mgmnt Fees---$3,000
Conferences and Meetings---$1,273
Travel---$774
Total Functional Expenses$0$0$0$13,698,072

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$13,698,072
Expenses per Audited Statements$12,433,569
Total Expenses per Audited Statements$12,426,369
Expenses Not Reported on Financial Statements$1,264,503
Other Expense Adjustments$1,261,503
Expenses Not Reported on Form 990$-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$6,583,832
Reciprocity Contributions Payable$60,636
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
Aaron Stockwell
Title
Co-chairman
Phone
9164570821
Signed
2017-04-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Aaron Stockwell
Formed
1953
Legal Domicile
CA
Voting Board Members
14
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
Crane Curran
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, 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:

“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 xi, line 4b: administrative expense reimbursement $7,200 part xii, line 2d: administrative expense 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/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17118058
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt7137474
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9121193
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4MANAGEMENT TRUSTEE - FORMER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7LABOR TRUSTEE - FORMER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MANAGEMENT TRUSTEE - FORMER
IRS990/Form990PartVIISectionAGrp/TitleTxt9LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17FUND ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01953
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-466123
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
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IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01988753
IRS990/GrossReceiptsAmt018091757
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IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
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IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0100117
IRS990/InsuranceGrp/TotalAmt024819
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0287281
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0287281
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04952569
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04525535
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0115510
IRS990/LandBldgEquipCostOrOtherBssAmt0115510
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02454876
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/NetAssetsOrFundBalancesBOYAmt06441039
IRS990/NetAssetsOrFundBalancesEOYAmt08688670
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-466123
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-466123
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0308822
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt011843
IRS990/OfficeExpensesGrp/TotalAmt061178
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt014026
IRS990/OtherAssetsTotalGrp/EOYAmt018382
IRS990/OtherEmployeeBenefitsGrp/TotalAmt041140
IRS990/OtherExpensesGrp/Desc0BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc1CLAIMS PROCESSSING
IRS990/OtherExpensesGrp/Desc2ACA FEES
IRS990/OtherExpensesGrp/TotalAmt0867
IRS990/OtherExpensesGrp/TotalAmt1128637
IRS990/OtherExpensesGrp/TotalAmt221519
IRS990/OtherLiabilitiesGrp/BOYAmt05375676
IRS990/OtherLiabilitiesGrp/EOYAmt06644468
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0ADMINISTRATIVE REIMBURSEMENT
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt07200
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt07200
IRS990/OtherRevenueTotalAmt07200
IRS990/OtherSalariesAndWagesGrp/TotalAmt0118624
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt012502
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt033645
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0AARON STOCKWELL
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt014658346
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11150177
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt014658346
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11150177
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt010903233
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0235226
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0604016
IRS990/PYOtherRevenueAmt07200
IRS990/PYProgramServiceRevenueAmt013344681
IRS990/PYRevenuesLessExpensesAmt01811752
IRS990/PYSalariesCompEmpBnftPaidAmt0268106
IRS990/PYTotalExpensesAmt011775355
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt013587107
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt01938809
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/BOYAmt06441039
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt08688670
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05281226
IRS990/SavingsAndTempCashInvstGrp/EOYAmt09121484
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt09703
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt09703
IRS990ScheduleD/ExpensesNotReportedAmt0-7200
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01264503
IRS990ScheduleD/ExpensesSubtotalAmt012433569
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt03000
IRS990ScheduleD/InvestmentExpensesNotIncldAmt03000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0308822
IRS990ScheduleD/OtherExpensesIncludedAmt0-7200
IRS990ScheduleD/OtherExpensesNotIncludedAmt01261503
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0105807
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0105807
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt060636
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt16583832
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RECIPROCITY CONTRIBUTIONS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1BENEFIT OBLIGATIONS
IRS990ScheduleD/OtherRevenuesNotIncludedAmt07200
IRS990ScheduleD/RevenueNotReportedAmt0308822
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt010200
IRS990ScheduleD/RevenueSubtotalAmt015626681
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 XI, LINE 4B: ADMINISTRATIVE EXPENSE REIMBURSEMENT $7,200 PART XII, LINE 2D: ADMINISTRATIVE EXPENSE REIMBURSEMENT -$7,200 PART XII, LINE 4B: CHANGE IN BENEFIT OBLIGATIONS

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$15,373,337
Liabilities
$6,684,667
Net assets
$8,688,670
Revenue
$15,636,881
Expenses
$13,698,072
Net income
$1,938,809
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
2016Detailed filing. Detailed filing data is available for this year.$15.4$6.68$8.69$15.6$13.7$1.94
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