Civic Intelligence

San Diego Unite - Here Health Fund

EIN 95-1708883 • 501(c)9 • San Diego, CA

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HEALTH TRUST FUND

3737 Camino Del Rio S Ste 300San Diego, CA 92108

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

75th percentile

0.20x

Higher debt load relative to assets than 75% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

79th percentile

0.25x

Higher debt load relative to revenue than 79% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Net Margin

76th percentile

20%

Higher net margin than 76% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

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.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Asset Growth

77th percentile

14%

Faster asset growth than 77% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

55th percentile

8.7%

Faster revenue growth than 55% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$59,727,143

Up $7,317,997 (+14%) from 2023

Liabilities

Down

$11,723,771

Down $3,041,489 (-21%) from 2023

Net Assets

Up

$48,003,372

Up $10,359,486 (+28%) from 2023

Operations
Liabilities / Revenue79th percentileNet Margin76th percentile

Revenue

Up

$46,572,108

Up $3,708,399 (+8.7%) from 2023

Expenses

Up

$37,269,373

Up $2,164,772 (+6.2%) from 2023

Net Income

Up

$9,302,735

Up $1,543,627 (+20%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2010: $20,477,016Liabilities 2010: $5,845,125Net Assets 2010: $14,631,8912010Assets 2011: $17,853,758Liabilities 2011: $7,566,805Net Assets 2011: $10,286,9532011Assets 2012: $16,357,993Liabilities 2012: $9,517,272Net Assets 2012: $6,840,7212012Assets 2013: $16,145,622Liabilities 2013: $9,032,310Net Assets 2013: $7,113,3122013Assets 2014: $17,255,660Liabilities 2014: $9,293,400Net Assets 2014: $7,962,2602014Assets 2015: $19,276,627Liabilities 2015: $9,928,709Net Assets 2015: $9,347,9182015Assets 2016: $22,213,039Liabilities 2016: $9,175,668Net Assets 2016: $13,037,3712016Assets 2017: $29,207,290Liabilities 2017: $9,548,162Net Assets 2017: $19,659,1282017Assets 2018: $37,036,818Liabilities 2018: $11,038,759Net Assets 2018: $25,998,0592018Assets 2019: $45,612,356Liabilities 2019: $14,211,273Net Assets 2019: $31,401,0832019Assets 2020: $32,005,890Liabilities 2020: $8,849,702Net Assets 2020: $23,156,1882020Assets 2021: $33,809,020Liabilities 2021: $11,640,534Net Assets 2021: $22,168,4862021Assets 2022: $39,637,816Liabilities 2022: $11,660,376Net Assets 2022: $27,977,4402022Assets 2023: $52,409,146Liabilities 2023: $14,765,260Net Assets 2023: $37,643,8862023Assets 2024: $59,727,143Liabilities 2024: $11,723,771Net Assets 2024: $48,003,3722024

Highlighted filing

2024

Assets$59,727,143
Liabilities$11,723,771
Net Assets$48,003,372
Open 2024 Filing

Operations Trend

Revenue Growth55th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60M$40M$20M$0-$20MExpenses 2010: $18,213,6782010Expenses 2011: $23,425,2862011Expenses 2012: $25,464,8402012Revenue 2013: $23,332,616Expenses 2013: $23,425,122Net Income 2013: -$92,5062013Revenue 2014: $25,252,433Expenses 2014: $24,933,183Net Income 2014: $319,2502014Revenue 2015: $27,460,413Expenses 2015: $26,066,677Net Income 2015: $1,393,7362015Revenue 2016: $28,613,734Expenses 2016: $25,203,451Net Income 2016: $3,410,2832016Revenue 2017: $35,313,851Expenses 2017: $26,330,891Net Income 2017: $8,982,9602017Revenue 2018: $37,161,072Expenses 2018: $30,325,644Net Income 2018: $6,835,4282018Revenue 2019: $39,743,745Expenses 2019: $36,438,603Net Income 2019: $3,305,1422019Revenue 2020: $19,459,451Expenses 2020: $28,136,057Net Income 2020: -$8,676,6062020Revenue 2021: $25,296,492Expenses 2021: $26,377,549Net Income 2021: -$1,081,0572021Revenue 2022: $39,925,799Expenses 2022: $31,727,840Net Income 2022: $8,197,9592022Revenue 2023: $42,863,709Expenses 2023: $35,104,601Net Income 2023: $7,759,1082023Revenue 2024: $46,572,108Expenses 2024: $37,269,373Net Income 2024: $9,302,7352024

Highlighted filing

2024

Revenue$46,572,108
Expenses$37,269,373
Net Income$9,302,735
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$59,727,143
Liabilities
$11,723,771
Net assets
$48,003,372
Revenue
$46,572,108
Expenses
$37,269,373
Net income
$9,302,735
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$59.7$11.7$48.0$46.6$37.3$9.30
2023Detailed filing. Detailed filing data is available for this year.$52.4$14.8$37.6$42.9$35.1$7.76
2022Detailed filing. Detailed filing data is available for this year.$39.6$11.7$28.0$39.9$31.7$8.20
2021Detailed filing. Detailed filing data is available for this year.$33.8$11.6$22.2$25.3$26.4$1.08
2020Detailed filing. Detailed filing data is available for this year.$32.0$8.85$23.2$19.5$28.1$8.68
2019Detailed filing. Detailed filing data is available for this year.$45.6$14.2$31.4$39.7$36.4$3.31
2018Detailed filing. Detailed filing data is available for this year.$37.0$11.0$26.0$37.2$30.3$6.84
2017Detailed filing. Detailed filing data is available for this year.$29.2$9.55$19.7$35.3$26.3$8.98
2016Detailed filing. Detailed filing data is available for this year.$22.2$9.18$13.0$28.6$25.2$3.41
2015Detailed filing. Detailed filing data is available for this year.$19.3$9.93$9.35$27.5$26.1$1.39
2014Detailed filing. Detailed filing data is available for this year.$17.3$9.29$7.96$25.3$24.9$0.32
2013Detailed filing. Detailed filing data is available for this year.$16.1$9.03$7.11$23.3$23.4$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.4$9.52$6.84$25.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.9$7.57$10.3$23.4
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.5$5.85$14.6$18.2
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 6, 2025
Return Version
2024v5.2
Gross Receipts
$55,301,530
Mission and Program Overview

Mission

HEALTH TRUST FUND

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$37,643,886$48,003,372▲ $10,359,486
Investments in Publicly Traded Securities$19,215,570$23,439,863▲ $4,224,293
Cash and Non-Interest-Bearing Accounts$16,080,356$17,446,697▲ $1,366,341
Investments Other Securities$8,369,835$10,938,067▲ $2,568,232
Pledges and Grants Receivable$4,936,792$4,278,787▼ $658,005
Land, Buildings, and Equipment, Net$3,717,869$3,539,693▼ $178,176
Savings and Temporary Cash Investments$59,235$72,395▲ $13,160
Prepaid Expenses and Deferred Charges$7,964$11,641▲ $3,677
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$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
Total Assets$52,409,146$59,727,143▲ $7,317,997
Other Assets Total$21,525$0▼ $21,525
Liabilities
Other Liabilities$12,948,315$10,987,328▼ $1,960,987
Accounts Payable and Accrued Expenses$1,816,945$736,443▼ $1,080,502
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$14,765,260$11,723,771▼ $3,041,489
Net Assets / Fund Balance
Total Net Assets Fund Balance$37,643,886$48,003,372▲ $10,359,486
Total Liabilities and Net Assets / Fund Balance$52,409,146$59,727,143▲ $7,317,997

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$2,374,883$541,543$2,916,426
Land$598,000-$598,000
Equipment$154,933$357,948$512,881
Buildings$411,877$94,183$506,060
Other Securities$10,938,067--
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Brigette BrowningTrustee
Jan CoppolaTrustee
Jorge ArellanoTrustee
Julie FallonTrustee
Karen BettencourtTrustee
Noel LecarosTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
DentwellDental Clinic Svcs7575 SAN FELIPE RD STE 101, Houston, TX 77063$1,691,467
Marathon HealthHealth Clinic Svcs10 W MARKET ST STE 2900, Indianapolis, ID 46204$1,650,651
Benesys AdministratorsContract Admin.3737 CAMINO DEL RIO ST STE 300, San Diego, CA 92108$647,872
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$45,308,997
Investment Income
$1,263,111
Other Revenue
$0
Change in Net Assets
$9,302,735

Audited Revenue Reconciliation

Revenue per Audited Statements
$46,572,108
Revenue Not Reported on Form 990
$1,056,751
Total Revenue per Audited Statements
$47,628,859
Total Revenue per Form 990
$46,572,108
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,371,781
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---$35,897,592
All Other Expenses---$178,177
Fees for Services Other---$115,235
Fees for Services Accounting---$72,957
Fees for Services Legal---$44,910
Other Expenses---$26,318
Insurance---$20,907
Fees for Service Investment Mgmnt Fees---$14,514
Conferences and Meetings---$3,421
Total Functional Expenses$0$0$0$37,269,373

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$37,269,373
Total Expenses per Audited Statements$37,269,373
Total Expenses per Form 990$37,269,373
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
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$10,987,328
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI, SECTION B, LINE 11B:

“Both the chairman and secretary review and sign the form 990.”

PART VI, SECTION B, LINE 12C:

“Any new business arrangements would require the approval of the board. At this time it would be determined whether or not it is a conflict of interest.”

PART VI, SECTION B, LINE 15B:

“Any applicable trustee compensation would require the approval of the board.”

PART VI, SECTION C, LINE 19:

“These documents are not made available to the public, with the exception of the audited financial statements that are filed with the form 5500 and are therefore made public.”

PART VII, COLUMN (E):

“Any trustees' compensation and/or benefits from related tax-exempt organizations is available on those organizations' form 990.”

Filing and Contact Details

Filer

Filer Name
San Diego UNITE - HERE Health Fund
EIN
95-1708883
In Care Of
% BENESYS ADMINISTRATORS
Phone
6198491060
Address
3737 Camino Del Rio S Ste 300, San Diego, CA 92108

Signing Officer

Name
Brigette Browning
Title
Secretary
Phone
6198491060
Signed
2025-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Benesys Administrators
Formed
1952
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
3900 W ALAMEDA AVE STE 2400, BURBANK, CA 91505-4302
Preparer
Kelly W Fox
Phone
8187692010
Supplemental Narrative

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.”

Raw XML AppendixShowing 400 of 440 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.

Path#Value
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IRS990/CashNonInterestBearingGrp/BOYAmt016080356
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IRS990/ContractorCompensationGrp/ContractorName/PersonNm2DENTWELL
IRS990/ContractorCompensationGrp/ServicesDesc0CONTRACT ADMIN.
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IRS990/EmployeeCnt00
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IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt08901825
IRS990/GrossReceiptsAmt055301530
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt020907
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt01090708
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01090708
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt08369835
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt010938067
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt019215570
IRS990/InvestmentsPubTradedSecGrp/EOYAmt023439863
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0993674
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03717869
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03539693
IRS990/LandBldgEquipCostOrOtherBssAmt04533367
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt08729422
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0HEALTH TRUST FUND
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt037643886
IRS990/NetAssetsOrFundBalancesEOYAmt048003372
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0172403
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0172403
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01056751
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt021525
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE FEES
IRS990/OtherExpensesGrp/Desc1BANK SERVICE CHARGES
IRS990/OtherExpensesGrp/Desc2POSTAGE AND SHIPPING
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt0677129
IRS990/OtherExpensesGrp/TotalAmt11081
IRS990/OtherExpensesGrp/TotalAmt2217132
IRS990/OtherExpensesGrp/TotalAmt326318
IRS990/OtherLiabilitiesGrp/BOYAmt012948315
IRS990/OtherLiabilitiesGrp/EOYAmt010987328
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt04936792
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt04278787
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07964
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt011641
IRS990/PrincipalOfficerNm0BENESYS ADMINISTRATORS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt044475065
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1833932
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt044475065
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1833932
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt033892097
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0504725
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01212504
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt042358984
IRS990/PYRevenuesLessExpensesAmt07759108
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt035104601
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt042863709
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt09302735
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt037643886
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt048003372
IRS990/SavingsAndTempCashInvstGrp/BOYAmt059235
IRS990/SavingsAndTempCashInvstGrp/EOYAmt072395
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0411877
IRS990ScheduleD/BuildingsGrp/DepreciationAmt094183
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0506060
IRS990ScheduleD/EquipmentGrp/BookValueAmt0154933
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0357948
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0512881
IRS990ScheduleD/ExpensesSubtotalAmt037269373
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0598000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0598000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt02374883
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0541543
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt02916426
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01056751
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt010987328
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt010938067
IRS990ScheduleD/OtherSecuritiesGrp/Desc0COMMON/COLLECTIVE TRUSTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt01056751
IRS990ScheduleD/RevenueSubtotalAmt046572108
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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03539693
IRS990ScheduleD/TotalBookValueSecuritiesAmt010938067
IRS990ScheduleD/TotalExpensesPerForm990Amt037269373
IRS990ScheduleD/TotalLiabilityAmt010987328
IRS990ScheduleD/TotalRevenuePerForm990Amt046572108
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt047628859
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt037269373
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOTH THE CHAIRMAN AND SECRETARY REVIEW AND SIGN THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANY NEW BUSINESS ARRANGEMENTS WOULD REQUIRE THE APPROVAL OF THE BOARD. AT THIS TIME IT WOULD BE DETERMINED WHETHER OR NOT IT IS A CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANY APPLICABLE TRUSTEE COMPENSATION WOULD REQUIRE THE APPROVAL OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THESE DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC, WITH THE EXCEPTION OF THE AUDITED FINANCIAL STATEMENTS THAT ARE FILED WITH THE FORM 5500 AND ARE THEREFORE MADE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANY TRUSTEES' COMPENSATION AND/OR BENEFITS FROM RELATED TAX-EXEMPT ORGANIZATIONS IS AVAILABLE ON THOSE ORGANIZATIONS' FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, SECTION B, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, SECTION B, LINE 12C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, SECTION B, LINE 15B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, SECTION C, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VII, COLUMN (E):
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt052409146
IRS990/TotalAssetsEOYAmt059727143
IRS990/TotalAssetsGrp/BOYAmt052409146
IRS990/TotalAssetsGrp/EOYAmt059727143
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt037269373
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt014765260
IRS990/TotalLiabilitiesEOYAmt011723771
IRS990/TotalLiabilitiesGrp/BOYAmt014765260
IRS990/TotalLiabilitiesGrp/EOYAmt011723771
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt037643886
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt048003372
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt045308997
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01263111
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt045308997
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt046572108
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt052409146
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt059727143
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X

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