Civic Intelligence

Ccpoa Benefit Trust Fund

990 • Fiscal year 2017 • EIN 94-6459649

Apr 01, 2016 to Mar 31, 2017 • Filed on Dec 22, 2017

2515 Venture Oaks Way No 200Sacramento, CA 95833

(916) 779-6300

Siviq Scores

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

Liabilities / Assets

70th percentile

0.14x

Higher debt load relative to assets than 70% of similar nonprofits.

2017 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2017

Liabilities / Revenue

53rd percentile

0.08x

Higher debt load relative to revenue than 53% of similar nonprofits.

2017 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2017

Net Margin

49th percentile

3.9%

Higher net margin than 49% of similar nonprofits.

2017 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2017

Top Officer Pay

85th percentile

$377,626

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2017 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2017

Asset Growth

59th percentile

11%

Faster asset growth than 59% of similar nonprofits.

2017 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2016 to 2017

Revenue Growth

59th percentile

8.4%

Faster revenue growth than 59% of similar nonprofits.

2017 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2016 to 2017

Assets

Up

$167,964,935

Up $16,956,370 (+11%) from 2016

Net Assets

Up

$144,171,280

Up $13,927,017 (+11%) from 2016

Liabilities

Up

$23,793,655

Up $3,029,353 (+15%) from 2016

Revenue

Up

$294,422,913

Up $22,736,318 (+8.4%) from 2016

Expenses

Up

$282,996,714

Up $18,571,543 (+7.0%) from 2016

Net Income

Up

$11,426,199

Up $4,164,775 (+57%) from 2016

Historical Trend

Balance Sheet Trend

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

$400M$300M$200M$100M$0Assets 2010: $102,708,191Liabilities 2010: $17,913,231Net Assets 2010: $84,794,9602010Assets 2011: $112,981,395Liabilities 2011: $17,509,712Net Assets 2011: $95,471,6832011Assets 2012: $124,009,722Liabilities 2012: $18,877,551Net Assets 2012: $105,132,1712012Assets 2013: $131,328,605Liabilities 2013: $18,174,224Net Assets 2013: $113,154,3812013Assets 2014: $136,172,287Liabilities 2014: $18,960,759Net Assets 2014: $117,211,5282014Assets 2015: $144,823,207Liabilities 2015: $20,420,303Net Assets 2015: $124,402,9042015Assets 2016: $151,008,565Liabilities 2016: $20,764,302Net Assets 2016: $130,244,2632016Assets 2017: $167,964,935Liabilities 2017: $23,793,655Net Assets 2017: $144,171,2802017Assets 2018: $182,614,336Liabilities 2018: $24,039,037Net Assets 2018: $158,575,2992018Assets 2019: $191,606,512Liabilities 2019: $22,443,231Net Assets 2019: $169,163,2812019Assets 2020: $223,123,930Liabilities 2020: $44,061,728Net Assets 2020: $179,062,2022020Assets 2021: $251,585,522Liabilities 2021: $63,548,240Net Assets 2021: $188,037,2822021Assets 2022: $257,150,998Liabilities 2022: $62,542,646Net Assets 2022: $194,608,3522022Assets 2023: $262,857,480Liabilities 2023: $62,238,271Net Assets 2023: $200,619,2092023Assets 2024: $284,673,042Liabilities 2024: $62,255,580Net Assets 2024: $222,417,4622024Assets 2025: $301,648,310Liabilities 2025: $61,907,869Net Assets 2025: $239,740,4412025

Highlighted filing

2017

Assets$167,964,935
Liabilities$23,793,655
Net Assets$144,171,280

Operations Trend

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

$400M$300M$200M$100M$0Expenses 2010: $183,132,8402010Expenses 2011: $193,178,8522011Expenses 2012: $212,686,4212012Expenses 2013: $221,812,3672013Revenue 2014: $237,238,308Expenses 2014: $233,869,272Net Income 2014: $3,369,0362014Revenue 2015: $260,597,826Expenses 2015: $249,478,698Net Income 2015: $11,119,1282015Revenue 2016: $271,686,595Expenses 2016: $264,425,171Net Income 2016: $7,261,4242016Revenue 2017: $294,422,913Expenses 2017: $282,996,714Net Income 2017: $11,426,1992017Revenue 2018: $316,575,031Expenses 2018: $303,062,055Net Income 2018: $13,512,9762018Revenue 2019: $328,072,014Expenses 2019: $316,405,295Net Income 2019: $11,666,7192019Revenue 2020: $334,141,474Expenses 2020: $322,025,186Net Income 2020: $12,116,2882020Revenue 2021: $342,523,082Expenses 2021: $324,221,995Net Income 2021: $18,301,0872021Revenue 2022: $347,227,931Expenses 2022: $333,228,789Net Income 2022: $13,999,1422022Revenue 2023: $350,337,686Expenses 2023: $335,986,417Net Income 2023: $14,351,2692023Revenue 2024: $359,429,652Expenses 2024: $341,075,245Net Income 2024: $18,354,4072024Revenue 2025: $373,130,175Expenses 2025: $354,744,365Net Income 2025: $18,385,8102025

Highlighted filing

2017

Revenue$294,422,913
Expenses$282,996,714
Net Income$11,426,199
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Dec 22, 2017
Return Version
2016v3.0
Gross Receipts
$295,455,870
Mission and Program Overview

Mission

To provide certain health and welfare benefits to eligible participants and their dependents.

SEE PART III LINE 4A

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$130,244,263$144,171,280▲ $13,927,017
Investments in Publicly Traded Securities$64,348,607$77,438,342▲ $13,089,735
Savings and Temporary Cash Investments$57,248,110$62,554,235▲ $5,306,125
Cash and Non-Interest-Bearing Accounts$812,650$14,878,313▲ $14,065,663
Accounts Receivable$21,293,212$5,373,803▼ $15,919,409
Land, Buildings, and Equipment, Net$3,319,116$3,146,751▼ $172,365
Prepaid Expenses and Deferred Charges$80,094$95,329▲ $15,235
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$151,008,565$167,964,935▲ $16,956,370
Other Assets Total$3,906,776$4,478,162▲ $571,386
Liabilities
Other Liabilities$20,245,475$23,102,388▲ $2,856,913
Accounts Payable and Accrued Expenses$518,827$691,267▲ $172,440
Total Liabilities$20,764,302$23,793,655▲ $3,029,353
Net Assets / Fund Balance
Total Net Assets Fund Balance$130,244,263$144,171,280▲ $13,927,017
Total Liabilities and Net Assets / Fund Balance$151,008,565$167,964,935▲ $16,956,370

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,276,151$1,956,915$4,233,066
Equipment$133,313$781,487$914,800
Land$726,132-$726,132
Leasehold Improvements$11,155$31,310$42,465
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael SmalleyAdministratorFT$279,444$98,182$377,626
Benjamin SybesmaLdf AdministratorFT$209,004$138,493$347,497
Kathleen KeefeCFOFT$137,568$70,546$208,114
Suman JhaChief Info. OfficerFT$131,112$28,511$159,623

Board Members and Trustees

NameTitle
Daniel BeamanTrustee
James BaumillerTrustee
Patrick DayTrustee
Steven HerreraTrustee
Wesson CherryTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
First Dental HealthAdmin FeesPO BOX 919029, San Diego, CA 92191$285,109
Legal Services BureauAdmin Fees888 W SANTA ANA BLVD, Santa Ana, CA 92701$165,660
Trucker HussLegal Counsel1 EMBARCADERO CENTER FLOOR 12, San Francisco, CA 94111$153,205
Corbin & Kaiser LLCConsultant1107 NINTH STREET SUITE 880, Sacramento, CA 95814$145,830
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$285,563,046
Investment Income
$1,652,196
Other Revenue
$7,207,671
Change in Net Assets
$11,426,199

Audited Revenue Reconciliation

Revenue per Audited Statements
$294,422,913
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$2,500,818
Total Revenue per Audited Statements
$296,923,731
Total Revenue per Form 990
$294,422,913
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,467,308
Salaries, Compensation, and Employee Benefits$4,121,179
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$271,408,227
Fees for Services Management---$4,802,000
Other Salaries and Wages---$2,332,410
Current Officers, Directors, Trustees, and Key Employees---$1,092,859
Pension Plan Contributions---$508,013
All Other Expenses---$426,093
Depreciation Depletion---$193,809
Payroll Taxes---$187,897
Fees for Services Legal---$181,267
Conferences and Meetings---$160,935
Insurance---$143,460
Other Expenses---$138,674
Occupancy---$130,999
Office Expenses---$130,329
Information Technology---$107,282
Fees for Services Accounting---$62,192
Fees for Service Investment Mgmnt Fees---$54,951
Total Functional Expenses$0$0$0$282,996,714

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$282,996,714
Total Expenses per Audited Statements$282,996,714
Total Expenses per Form 990$282,996,714
Expenses Not Reported on Financial Statements$0
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
Group Insurance Premiums Payable$17,189,948
Incurred But Not Reported Claims$2,851,000
Self-funded Benefit Claims Payable$1,957,049
Due to Other Trust Funds$580,240
Deferred Revenue$469,564
Unclaimed Funds$47,819
Lease Deposits$6,768
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
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
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

The organization does not have any sub committes with the authority to act of behalf of the governing body.

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

The form 990 is reviewed and signed by two trustees prior to filing.

Form 990, Part VI, Section C, Line 19

The organization makes it governing documents, conflict of interest policy, and financial statements available to the public on their website or upon request.

Filing and Contact Details

Filer

Filer Name
Ccpoa Benefit Trust Fund
EIN
94-6459649
Phone
9167796300
Address
2515 VENTURE OAKS WAY NO 200, SACRAMENTO, CA 95833

Signing Officer

Name
Trustee Trustee
Title
Trustee
Phone
9167796300
Signed
2017-12-22
Discuss with paid preparer
Yes

Organization Details

Formed
1987
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
32
Volunteers
0

Preparer

Firm
HEMMING MORSE CPA'S AND CONSULTANTS
Address
155 BOVET ROAD SUITE 600, SAN MATEO, CA 94402
Phone
4158364000
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 2C

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

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 entity believes that the plan has not taken uncertain tax positions that require adjustment to the financial statements as a tax liability. The entity believes it is no longer subject to income tax examinations for fiscal years prior to march 31, 2014.

Raw XML AppendixShowing 400 of 524 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/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
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IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0592
IRS990/MissionDesc0NONE
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt0144171280
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-7792
IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0130999
IRS990/OfficeExpensesGrp/TotalAmt0130329
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03906776
IRS990/OtherAssetsTotalGrp/EOYAmt04478162
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ACTUARY AND CONSULTANT
IRS990/OtherExpensesGrp/Desc1PRINTING AND POSTAGE
IRS990/OtherExpensesGrp/Desc2COLLECTION FEE
IRS990/OtherExpensesGrp/Desc3PARTICIPANT OUTREACH EX
IRS990/OtherExpensesGrp/TotalAmt0443031
IRS990/OtherExpensesGrp/TotalAmt1315621
IRS990/OtherExpensesGrp/TotalAmt2176665
IRS990/OtherExpensesGrp/TotalAmt3138674
IRS990/OtherLiabilitiesGrp/BOYAmt020245475
IRS990/OtherLiabilitiesGrp/EOYAmt023102388
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
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IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0ADMIN FEE
IRS990/OtherRevenueMiscGrp/Desc1SERVICE FEE REVENUE
IRS990/OtherRevenueMiscGrp/Desc2RENT INCOME
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IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt12534768
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2137478
IRS990/OtherRevenueTotalAmt07207671
IRS990/OtherSalariesAndWagesGrp/TotalAmt02332410
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0187897
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0508013
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt080094
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt095329
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
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IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt170468939
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt170468939
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0253415579
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01669408
IRS990/PYOtherExpensesAmt06799036
IRS990/PYOtherRevenueAmt06711922
IRS990/PYProgramServiceRevenueAmt0263305265
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IRS990/PYSalariesCompEmpBnftPaidAmt04210556
IRS990/PYTotalExpensesAmt0264425171
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0271686595
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt011426199
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0130244263
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0144171280
IRS990/SavingsAndTempCashInvstGrp/BOYAmt057248110
IRS990/SavingsAndTempCashInvstGrp/EOYAmt062554235
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt02276151
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01956915
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt04233066
IRS990ScheduleD/EquipmentGrp/BookValueAmt0133313
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0781487
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0914800
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0282996714
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0726132
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0726132
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt011155
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt031310
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt042465
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02500818
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt06768
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt117189948
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt21957049
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt32851000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt4580240
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt547819
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt6469564
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LEASE DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1GROUP INSURANCE PREMIUMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2SELF-FUNDED BENEFIT CLAIMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3INCURRED BUT NOT REPORTED CLAIMS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4DUE TO OTHER TRUST FUNDS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5UNCLAIMED FUNDS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc6DEFERRED REVENUE
IRS990ScheduleD/RevenueNotReportedAmt02500818
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0294422913
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN HAS ADOPTED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD. THE ENTITY BELIEVES THAT THE PLAN HAS NOT TAKEN UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS AS A TAX LIABILITY. THE ENTITY BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR FISCAL YEARS PRIOR TO MARCH 31, 2014.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03146751
IRS990ScheduleD/TotalExpensesPerForm990Amt0282996714
IRS990ScheduleD/TotalLiabilityAmt023102388
IRS990ScheduleD/TotalRevenuePerForm990Amt0294422913
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0296923731
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0282996714
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0279444
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1209004
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2137568
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3131112
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount015000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount110000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount27000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount31522
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt058972
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt1109749
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt253131
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt37958
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt024210
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt118744
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt210415
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt319031
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MICHAEL SMALLEY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1BENJAMIN SYBESMA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2KATHLEEN KEEFE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3SUMAN JHA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1LDF ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2CFO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3CHIEF INFO. OFFICER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0377626
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1347497

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$302$61.9$240$373$355$18.4
2024Detailed filing. Detailed filing data is available for this year.$285$62.3$222$359$341$18.4
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$263$62.2$201$350$336$14.4
2022Detailed filing. Detailed filing data is available for this year.$257$62.5$195$347$333$14.0
2021Detailed filing. Detailed filing data is available for this year.$252$63.5$188$343$324$18.3
2020Detailed filing. Detailed filing data is available for this year.$223$44.1$179$334$322$12.1
2019Detailed filing. Detailed filing data is available for this year.$192$22.4$169$328$316$11.7
2018Detailed filing. Detailed filing data is available for this year.$183$24.0$159$317$303$13.5
2017Detailed filing. Detailed filing data is available for this year.$168$23.8$144$294$283$11.4
2016Detailed filing. Detailed filing data is available for this year.$151$20.8$130$272$264$7.26
2015Detailed filing. Detailed filing data is available for this year.$145$20.4$124$261$249$11.1
2014Detailed filing. Detailed filing data is available for this year.$136$19.0$117$237$234$3.37
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$131$18.2$113$222
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$124$18.9$105$213
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$113$17.5$95.5$193
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$103$17.9$84.8$183