Civic Intelligence

Ua Local 467 Health and Welfare Trust Fund

990 • Fiscal year 2019 • EIN 94-6415220

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 26, 2020

Organization ProfileN/A

View Organization Page

6800 Santa Teresa Blvd No 100San Jose, CA 95119

(408) 288-4400

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.33x

Higher debt load relative to assets than 83% of similar nonprofits.

2019 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

88th percentile

0.50x

Higher debt load relative to revenue than 88% of similar nonprofits.

2019 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2019

Net Margin

47th percentile

5.2%

Higher net margin than 47% of similar nonprofits.

2019 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2019

Asset Growth

62nd percentile

14%

Faster asset growth than 62% of similar nonprofits.

2019 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

51st percentile

5.6%

Faster revenue growth than 51% of similar nonprofits.

2019 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$51,270,368

Up $6,450,738 (+14%) from 2018

Net Assets

Up

$34,402,301

Up $5,869,323 (+21%) from 2018

Liabilities

Up

$16,868,067

Up $581,415 (+3.6%) from 2018

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin47th percentile

Revenue

Up

$34,047,497

Up $1,793,139 (+5.6%) from 2018

Expenses

Up

$32,284,847

Up $996,449 (+3.2%) from 2018

Net Income

Up

$1,762,650

Up $796,690 (+82%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$80M$60M$40M$20M$0Assets 2010: $16,213,426Liabilities 2010: $6,054,613Net Assets 2010: $10,158,8132010Assets 2011: $17,859,816Liabilities 2011: $5,848,781Net Assets 2011: $12,011,0352011Assets 2012: $21,218,076Liabilities 2012: $7,563,974Net Assets 2012: $13,654,1022012Assets 2013: $24,604,222Liabilities 2013: $8,761,286Net Assets 2013: $15,842,9362013Assets 2014: $27,468,713Liabilities 2014: $9,259,774Net Assets 2014: $18,208,9392014Assets 2015: $31,530,689Liabilities 2015: $12,184,325Net Assets 2015: $19,346,3642015Assets 2016: $36,797,166Liabilities 2016: $13,050,331Net Assets 2016: $23,746,8352016Assets 2017: $45,434,178Liabilities 2017: $16,793,047Net Assets 2017: $28,641,1312017Assets 2018: $44,819,630Liabilities 2018: $16,286,652Net Assets 2018: $28,532,9782018Assets 2019: $51,270,368Liabilities 2019: $16,868,067Net Assets 2019: $34,402,3012019Assets 2020: $55,466,981Liabilities 2020: $18,578,018Net Assets 2020: $36,888,9632020Assets 2021: $57,950,683Liabilities 2021: $19,255,452Net Assets 2021: $38,695,2312021Assets 2022: $59,271,196Liabilities 2022: $16,052,235Net Assets 2022: $43,218,9612022Assets 2023: $66,925,201Liabilities 2023: $16,000,745Net Assets 2023: $50,924,4562023Assets 2024: $72,796,637Liabilities 2024: $13,125,007Net Assets 2024: $59,671,6302024

Highlighted filing

2019

Assets$51,270,368
Liabilities$16,868,067
Net Assets$34,402,301
Open 2019 Filing

Operations Trend

Revenue Growth51st percentile

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

$40M$20M$0-$20MRevenue 2010: $14,027,819Expenses 2010: $13,171,357Net Income 2010: $856,4622010Revenue 2011: $13,912,756Expenses 2011: $12,248,939Net Income 2011: $1,663,8172011Revenue 2012: $19,343,619Expenses 2012: $16,574,675Net Income 2012: $2,768,9442012Revenue 2013: $17,385,636Expenses 2013: $17,368,903Net Income 2013: $16,7332013Revenue 2014: $19,494,697Expenses 2014: $18,062,298Net Income 2014: $1,432,3992014Revenue 2015: $20,644,302Expenses 2015: $19,319,577Net Income 2015: $1,324,7252015Revenue 2016: $22,437,235Expenses 2016: $19,118,819Net Income 2016: $3,318,4162016Revenue 2017: $26,525,180Expenses 2017: $24,796,969Net Income 2017: $1,728,2112017Revenue 2018: $32,254,358Expenses 2018: $31,288,398Net Income 2018: $965,9602018Revenue 2019: $34,047,497Expenses 2019: $32,284,847Net Income 2019: $1,762,6502019Revenue 2020: $31,092,803Expenses 2020: $30,535,903Net Income 2020: $556,9002020Revenue 2021: $34,021,536Expenses 2021: $35,239,769Net Income 2021: -$1,218,2332021Revenue 2022: $35,568,695Expenses 2022: $26,656,561Net Income 2022: $8,912,1342022Revenue 2023: $39,000,136Expenses 2023: $34,930,153Net Income 2023: $4,069,9832023Revenue 2024: $37,819,582Expenses 2024: $32,500,226Net Income 2024: $5,319,3562024

Highlighted filing

2019

Revenue$34,047,497
Expenses$32,284,847
Net Income$1,762,650
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 26, 2020
Return Version
2019v5.1
Gross Receipts
$44,047,497
Mission and Program Overview

Mission

NONE

Provide health and welfare benefits according to collective bargaining agreements

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$28,532,978$34,402,301▲ $5,869,323
Investments in Publicly Traded Securities$24,397,438$28,832,564▲ $4,435,126
Cash and Non-Interest-Bearing Accounts$8,903,689$10,876,915▲ $1,973,226
Savings and Temporary Cash Investments$8,015,850$8,300,165▲ $284,315
Accounts Receivable$3,265,150$2,912,533▼ $352,617
Prepaid Expenses and Deferred Charges$7,960$10,221▲ $2,261
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$44,819,630$51,270,368▲ $6,450,738
Other Assets Total$229,543$337,970▲ $108,427
Liabilities
Other Liabilities$14,129,670$15,859,683▲ $1,730,013
Accounts Payable and Accrued Expenses$2,156,982$1,008,384▼ $1,148,598
Total Liabilities$16,286,652$16,868,067▲ $581,415
Net Assets / Fund Balance
Total Net Assets Fund Balance$28,532,978$34,402,301▲ $5,869,323
Total Liabilities and Net Assets / Fund Balance$44,819,630$51,270,368▲ $6,450,738
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Mark BurriChairman
Matthew LarkinCo-trustee
Daniel LarattTrustee
Eric TassioTrustee
Gary SaundersTrustee
Ken WestphalTrustee
Michael VlamingTrustee
Pete DufaultTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
United Administrative ServicesAdministrator6800 SANTA TERESA BLVD, San Jose, CA 95119$320,188
Delta DentalClaims Administration100 FIRST STREET, San Francisco, CA 94105$122,994
Blue CrossClaims Administration2121 N CALIFORNIA BLVD, Walnut Creek, CA 94596$122,855
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$33,345,904
Investment Income
$700,264
Other Revenue
$1,329
Change in Net Assets
$1,762,650

Audited Revenue Reconciliation

Revenue per Audited Statements
$34,009,965
Revenue Not Reported on Financial Statements
$37,532
Revenue Not Reported on Form 990
$4,106,673
Total Revenue per Audited Statements
$38,116,638
Total Revenue per Form 990
$34,047,497
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,101,484
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---$31,183,363
Fees for Services Other---$509,510
Fees for Services Management---$396,926
Fees for Service Investment Mgmnt Fees---$37,532
Insurance---$30,622
Fees for Services Accounting---$26,781
Fees for Services Legal---$14,063
Payments to Affiliates---$4,174
Other Expenses---$3,281
All Other Expenses---$2,600
Total Functional Expenses$0$0$0$32,284,847

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$32,284,847
Expenses per Audited Statements$30,517,302
Total Expenses per Audited Statements$30,517,302
Expenses Not Reported on Financial Statements$1,767,545
Other Expense Adjustments$1,730,013
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Bank of Hours Liability$4,280,000
Supplemental Extended Reserve Liability$3,857,237
Self-funded Benefit Claims Payable$3,353,371
Group Insurance Premiums Payable$1,847,976
Claims Incurred But Not Reported$1,332,655
Vacation Benefits Payable$1,188,444
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The organization delegates control over management duties customarily performed by or under the direct supervision of officers, directors, trustees, or key employees to the contract administrator, united administrative services.”

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

“Chair and co-chair review the form”

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

“The entity monitors and enforces compliance with the conflict of interest policy at the trust fund meetings.”

Form 990, Part VI, Section C, Line 19

“The organization does not make its governing documents, conflict of interest policy, and financial statements available to the public.”

Filing and Contact Details

Filer

Filer Name
U a Local No 467
EIN
94-6415220
Phone
4082884400
Address
6800 SANTA TERESA BLVD NO 100, SAN JOSE, CA 95119

Signing Officer

Name
Mark Burri
Title
Chairman
Phone
4082884400
Signed
2020-10-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Burri
Formed
1952
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
46
Volunteers
8

Preparer

Firm
Eide Bailly Llp
Address
3130 CROW CANYON PL STE 300, SAN RAMON, CA 94583-1386
Preparer
Theresa Montgomery
Phone
9254804000
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 2C:

“The board of trustees assumes responsibility for oversight of the audit of the plan's financial statements and selection of the independent auditor.”

Financial Statement Notes

PART X, LINE 2:

“The internal revenue service (irs) has determined and informed the sponsor by a letter dated june 17, 1977, that the plan and related trust were designed in accordance with the applicable regulations of the internal revenue code (irc). Subsequent to the issuance of this determination letter, the plan was amended. However, the sponsor and plan management believes that the plan is currently designed and operated in compliance with the applicable requirements of the irc, and the plan and related trust continue to be tax-exempt. Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. 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 - OTHER ADJUSTMENTS:

“Change in benefit obligations 1,730,013.”

Raw XML AppendixShowing 400 of 1,503 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/OtherExpensesGrp/Desc3PCORI FEES
IRS990/OtherExpensesGrp/TotalAmt038118
IRS990/OtherExpensesGrp/TotalAmt120598
IRS990/OtherExpensesGrp/TotalAmt217279
IRS990/OtherExpensesGrp/TotalAmt33281
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/BOYAmt014129670
IRS990/OtherLiabilitiesGrp/EOYAmt015859683
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0SECURITY INCOME ACCOUNT
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01329
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01329
IRS990/OtherRevenueTotalAmt01329
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/TotalAmt04174
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07960
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010221
IRS990/PrincipalOfficerNm0MARK BURRI
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt033345904
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt033345904
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt030191672
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0430592
IRS990/PYOtherExpensesAmt01096726
IRS990/PYOtherRevenueAmt0275253
IRS990/PYProgramServiceRevenueAmt031548513
IRS990/PYRevenuesLessExpensesAmt0965960
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt031288398
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt032254358
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01762650
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt028532978
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt034402301
IRS990/SavingsAndTempCashInvstGrp/BOYAmt08015850
IRS990/SavingsAndTempCashInvstGrp/EOYAmt08300165
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01767545
IRS990ScheduleD/ExpensesSubtotalAmt030517302
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt037532
IRS990ScheduleD/InvestmentExpensesNotIncldAmt037532
IRS990ScheduleD/NetUnrealizedGainsInvstAmt04106673
IRS990ScheduleD/OtherExpensesNotIncludedAmt01730013
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03353371
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11847976
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt24280000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt31332655
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt43857237
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt51188444
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SELF-FUNDED BENEFIT CLAIMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1GROUP INSURANCE PREMIUMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2BANK OF HOURS LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3CLAIMS INCURRED BUT NOT REPORTED
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4SUPPLEMENTAL EXTENDED RESERVE LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5VACATION BENEFITS PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt04106673
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt037532
IRS990ScheduleD/RevenueSubtotalAmt034009965
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTERNAL REVENUE SERVICE (IRS) HAS DETERMINED AND INFORMED THE SPONSOR BY A LETTER DATED JUNE 17, 1977, THAT THE PLAN AND RELATED TRUST WERE DESIGNED IN ACCORDANCE WITH THE APPLICABLE REGULATIONS OF THE INTERNAL REVENUE CODE (IRC). SUBSEQUENT TO THE ISSUANCE OF THIS DETERMINATION LETTER, THE PLAN WAS AMENDED. HOWEVER, THE SPONSOR AND PLAN MANAGEMENT BELIEVES THAT THE PLAN IS CURRENTLY DESIGNED AND OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC, AND THE PLAN AND RELATED TRUST CONTINUE TO BE TAX-EXEMPT. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFIT OBLIGATIONS 1,730,013.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt032284847
IRS990ScheduleD/TotalLiabilityAmt015859683
IRS990ScheduleD/TotalRevenuePerForm990Amt034047497
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt038116638
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt030517302
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DELEGATES CONTROL OVER MANAGEMENT DUTIES CUSTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISION OF OFFICERS, DIRECTORS, TRUSTEES, OR KEY EMPLOYEES TO THE CONTRACT ADMINISTRATOR, UNITED ADMINISTRATIVE SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CHAIR AND CO-CHAIR REVIEW THE FORM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ENTITY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY AT THE TRUST FUND MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE PLAN'S FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT AUDITOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd60
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd70
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd80
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd90
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd100
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd110
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd120
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd130
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd140
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd150
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd160
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd170
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd180
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd190
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd200
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd210
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd220
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd230
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd240
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd250
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd260
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd270
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd280
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd290
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd300
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd310
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd320
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd330
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd340
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd350
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd360
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd370
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd380
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd390
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd400
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd410
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd420
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd430
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd440
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd450
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd460
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd470
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd480
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd490
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd500
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd510
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd520
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd530
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd540
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd550
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd560
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd570
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd580
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd590
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd600
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd610
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd620
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd630
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd640
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd650
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd660
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd670
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd680
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd690
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd700
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd710
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd720
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd730
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd740
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd750
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd760
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd770
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd780
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd790
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd800
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd810
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd820
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd830
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd840

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,270,368
Liabilities
$16,868,067
Net assets
$34,402,301
Revenue
$34,047,497
Expenses
$32,284,847
Net income
$1,762,650
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$72.8$13.1$59.7$37.8$32.5$5.32
2023Detailed filing. Detailed filing data is available for this year.$66.9$16.0$50.9$39.0$34.9$4.07
2022Detailed filing. Detailed filing data is available for this year.$59.3$16.1$43.2$35.6$26.7$8.91
2021Detailed filing. Detailed filing data is available for this year.$58.0$19.3$38.7$34.0$35.2$1.22
2020Detailed filing. Detailed filing data is available for this year.$55.5$18.6$36.9$31.1$30.5$0.56
2019Detailed filing. Detailed filing data is available for this year.$51.3$16.9$34.4$34.0$32.3$1.76
2018Detailed filing. Detailed filing data is available for this year.$44.8$16.3$28.5$32.3$31.3$0.97
2017Detailed filing. Detailed filing data is available for this year.$45.4$16.8$28.6$26.5$24.8$1.73
2016Detailed filing. Detailed filing data is available for this year.$36.8$13.1$23.7$22.4$19.1$3.32
2015Detailed filing. Detailed filing data is available for this year.$31.5$12.2$19.3$20.6$19.3$1.32
2014Detailed filing. Detailed filing data is available for this year.$27.5$9.26$18.2$19.5$18.1$1.43
2013Detailed filing. Detailed filing data is available for this year.$24.6$8.76$15.8$17.4$17.4$0.02
2012Summary only. Only limited summary data is available for this year.$21.2$7.56$13.7$19.3$16.6$2.77
2011Summary only. Only limited summary data is available for this year.$17.9$5.85$12.0$13.9$12.2$1.66
2010Summary only. Only limited summary data is available for this year.$16.2$6.05$10.2$14.0$13.2$0.86