Civic Intelligence

Ua Local 467 Health and Welfare Trust Fund

990 • Fiscal year 2020 • EIN 94-6415220

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 22, 2022

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.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

90th percentile

0.60x

Higher debt load relative to revenue than 90% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2020

Net Margin

38th percentile

1.8%

Higher net margin than 38% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

2020 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2020

Asset Growth

51st percentile

8.2%

Faster asset growth than 51% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

26th percentile

-8.7%

Faster revenue growth than 26% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$55,466,981

Up $4,196,613 (+8.2%) from 2019

Net Assets

Up

$36,888,963

Up $2,486,662 (+7.2%) from 2019

Liabilities

Up

$18,578,018

Up $1,709,951 (+10%) from 2019

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin38th percentile

Revenue

Down

$31,092,803

Down $2,954,694 (-8.7%) from 2019

Expenses

Down

$30,535,903

Down $1,748,944 (-5.4%) from 2019

Net Income

Down

$556,900

Down $1,205,750 (-68%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2020

Assets$55,466,981
Liabilities$18,578,018
Net Assets$36,888,963
Open 2020 Filing

Operations Trend

Revenue Growth26th 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

2020

Revenue$31,092,803
Expenses$30,535,903
Net Income$556,900
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 22, 2022
Return Version
2020v4.2
Gross Receipts
$32,347,910
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$34,402,301$36,888,963▲ $2,486,662
Investments in Publicly Traded Securities$28,832,564$19,514,132▼ $9,318,432
Savings and Temporary Cash Investments$8,300,165$18,862,713▲ $10,562,548
Cash and Non-Interest-Bearing Accounts$10,876,915$13,833,723▲ $2,956,808
Accounts Receivable$2,912,533$3,172,179▲ $259,646
Prepaid Expenses and Deferred Charges$10,221$8,523▼ $1,698
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$51,270,368$55,466,981▲ $4,196,613
Other Assets Total$337,970$75,711▼ $262,259
Liabilities
Other Liabilities$15,859,683$17,154,046▲ $1,294,363
Accounts Payable and Accrued Expenses$1,008,384$1,423,972▲ $415,588
Total Liabilities$16,868,067$18,578,018▲ $1,709,951
Net Assets / Fund Balance
Total Net Assets Fund Balance$34,402,301$36,888,963▲ $2,486,662
Total Liabilities and Net Assets / Fund Balance$51,270,368$55,466,981▲ $4,196,613
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Mark BurriChairman
Alex HallCo-chair
Daniel LarattTrustee
Eric TassioTrustee
Gary SaundersTrustee
Ken WestphalTrustee
Michael VlamingTrustee
Pete DufaultTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$32,060,048
Investment Income
$-1,042,956
Other Revenue
$75,711
Change in Net Assets
$556,900

Audited Revenue Reconciliation

Revenue per Audited Statements
$31,053,485
Revenue Not Reported on Financial Statements
$39,318
Revenue Not Reported on Form 990
$1,929,762
Total Revenue per Audited Statements
$32,983,247
Total Revenue per Form 990
$31,092,803
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,150,347
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---$29,385,556
Fees for Services Other---$530,027
Fees for Services Management---$415,350
Fees for Services Accounting---$52,253
Fees for Service Investment Mgmnt Fees---$39,318
Insurance---$31,180
Fees for Services Legal---$16,266
Other Expenses---$3,361
Payments to Affiliates---$3,270
Total Functional Expenses$0$0$0$30,535,903

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$30,535,903
Expenses per Audited Statements$29,202,222
Total Expenses per Audited Statements$29,202,222
Expenses Not Reported on Financial Statements$1,333,681
Other Expense Adjustments$1,294,363
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
Supplemental Extended Reserve Liability$5,329,682
Self-funded Benefit Claims Payable$3,961,144
Bank of Hours Liability$3,574,000
Group Insurance Premiums Payable$1,911,285
Vacation Benefits Payable$1,264,802
Claims Incurred But Not Reported$1,113,133
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 A, Line 8B

“There are no committees with the authority to act on behalf of the trustees.”

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.”

Form 990 Part VII Section A Column E and F

“Trustees of the trust are employees of contributing employers that are considered related organizations under the definitions in schedule r. The trust is unable to report compensation and benefits paid to the trustees by related organizations as it was unable to obtain the information after making reasonable efforts. The trust requested the compensation information from the trustee(s) by providing a questionnaire requesting the required information along with instructions to explain the information needed. The questionnaires for the trustees were not received back prior to filing the tax return.”

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
2022-11-22
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
0
Volunteers
8

Preparer

Firm
Eide Bailly Llp
Address
10681 FOOTHILL BLVD STE 300, RANCHO CUCAMONGA, CA 91730-3831
Preparer
Catherine L Gray CPA
Phone
9094664410
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.”

Form 990 Amended Return

“The original return is being amended to reflect the revised financial information received from the issuance of the audited financials. Changes were reflected on the statement of revenue, statement of functional expenses and the balance sheet.”

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 1,294,363.”

Raw XML AppendixShowing 400 of 1,519 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/PYBenefitsPaidToMembersAmt031183363
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0700264
IRS990/PYOtherExpensesAmt01101484
IRS990/PYOtherRevenueAmt01329
IRS990/PYProgramServiceRevenueAmt033345904
IRS990/PYRevenuesLessExpensesAmt01762650
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt032284847
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt034047497
IRS990/ReconcilationRevenueExpnssAmt0556900
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt034402301
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt036888963
IRS990/SavingsAndTempCashInvstGrp/BOYAmt08300165
IRS990/SavingsAndTempCashInvstGrp/EOYAmt018862713
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01333681
IRS990ScheduleD/ExpensesSubtotalAmt029202222
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt039318
IRS990ScheduleD/InvestmentExpensesNotIncldAmt039318
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01929762
IRS990ScheduleD/OtherExpensesNotIncludedAmt01294363
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03961144
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11911285
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt23574000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt31113133
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt45329682
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt51264802
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/RevenueNotReportedAmt01929762
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt039318
IRS990ScheduleD/RevenueSubtotalAmt031053485
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 1,294,363.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt030535903
IRS990ScheduleD/TotalLiabilityAmt017154046
IRS990ScheduleD/TotalRevenuePerForm990Amt031092803
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt032983247
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt029202222
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/ExplanationTxt1THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHAIR AND CO-CHAIR REVIEW THE FORM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ENTITY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY AT THE TRUST FUND MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TRUSTEES OF THE TRUST ARE EMPLOYEES OF CONTRIBUTING EMPLOYERS THAT ARE CONSIDERED RELATED ORGANIZATIONS UNDER THE DEFINITIONS IN SCHEDULE R. THE TRUST IS UNABLE TO REPORT COMPENSATION AND BENEFITS PAID TO THE TRUSTEES BY RELATED ORGANIZATIONS AS IT WAS UNABLE TO OBTAIN THE INFORMATION AFTER MAKING REASONABLE EFFORTS. THE TRUST REQUESTED THE COMPENSATION INFORMATION FROM THE TRUSTEE(S) BY PROVIDING A QUESTIONNAIRE REQUESTING THE REQUIRED INFORMATION ALONG WITH INSTRUCTIONS TO EXPLAIN THE INFORMATION NEEDED. THE QUESTIONNAIRES FOR THE TRUSTEES WERE NOT RECEIVED BACK PRIOR TO FILING THE TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE PLAN'S FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT AUDITOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE ORIGINAL RETURN IS BEING AMENDED TO REFLECT THE REVISED FINANCIAL INFORMATION RECEIVED FROM THE ISSUANCE OF THE AUDITED FINANCIALS. CHANGES WERE REFLECTED ON THE STATEMENT OF REVENUE, STATEMENT OF FUNCTIONAL EXPENSES AND THE BALANCE SHEET.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990 PART VII SECTION A COLUMN E AND F
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 2C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990 AMENDED RETURN
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd70
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd80
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd90
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd100
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd140
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd160
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd170
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd190
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd250
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd270
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd280
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd290
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd300
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd360
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd370
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd390
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd400
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd480
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd510
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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
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd660
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd670
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd680
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd690
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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
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd830
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd840
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd860
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd870
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd880
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd890
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd990
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$55,466,981
Liabilities
$18,578,018
Net assets
$36,888,963
Revenue
$31,092,803
Expenses
$30,535,903
Net income
$556,900
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