STRUCTURAL IRON WORKERS-1 WELFARE FUND: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- STRUCTURAL IRON WORKERS-1 WELFARE FUND (EIN 36-2196735)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-08
- IRS object ID
- 201203139349300730
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-08T10:17:00-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362152389 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANSLEY AND KIENER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8745 WEST HIGGINS ROAD SUITE 200 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 606312704 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362196735 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STRUCTURAL IRON WORKERS LOCAL 1 WELFARE FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STRU | NameControl |
| Phone | 7083661188 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7700 INDUSTRIAL DRIVE | AddressLine1 |
| City | FOREST PARK | City |
| State | IL | State |
| ZIP Code | 60130 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEAN NEMCEK | Name |
| Title | FUND REPRESENTATIVE | Title |
| Phone | 7083661188 | Phone |
| Date Signed | 2012-11-02 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAUL A MERKEL | Name |
| PTIN | P00420901 | PTIN |
| Phone | 3122632700 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JEAN NEMCEK | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7700 INDUSTRIAL DR | AddressLine1 |
| City | FOREST PARK | City |
| State | IL | State |
| ZIP Code | 60130 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 40279074 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.IWLOCAL1.COM | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1951 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE PARTICIPANTS AND THEIR BENEFICIARIES BENEFITS AS DESCRIBED IN THE PLAN DOCUMENT | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 20730239 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 24252486 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1673156 | InvestmentIncomePriorYear |
| Investment Income Current Year | 733119 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 485 | OtherRevenuePriorYear |
| Other Revenue Current Year | 893 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 22403880 | TotalRevenuePriorYear |
| Total Revenue Current Year | 24986498 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 17544264 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 19258746 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 10572 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 810954 | OtherExpensePriorYear |
| Other Expenses Current Year | 799111 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 18365790 | TotalExpensesPriorYear |
| Total Expenses Current Year | 20057857 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 4038090 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 4928641 | RevenuesLessExpensesCY |
| Total Assets BOY | 34231425 | TotalAssetsBOY |
| Total Assets EOY | 37901872 | TotalAssetsEOY |
| Total Liabilities BOY | 24760957 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 22922305 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 9470468 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 14979567 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE PARTICIPANTS AND THEIR BENEFICIARIES BENEFITS AS DESCRIBED IN THE PLAN DOCUMENT. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | THE PLAN PROVIDES MEDICAL, DENTAL, OPTICAL, HEARING AIDS, DISABILITY AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES. | Description |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 3 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEAN NEMCEK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7083661188 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7700 INDUSTRIAL DR | AddressLine1 |
| City | FOREST PARK | City |
| State | IL | State |
| ZIP Code | 60130 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (7 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|
| JOHN ZAHORIK | |||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 |
| JAMES CROWLEY | |||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 |
| PATRICK CLARK | |||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 |
| ROBERT BOSKOVICH - RESIGNED 511 | |||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 |
| CRAIG SATALIC | |||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 |
| JOHN GARDINER | |||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 |
| THERESA KERN | |||||
| TRUSTEE | 0.30 | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| GROUP ADMINISTRATORS LTD | |||||
| 915 NATIONAL PARKWAY STE F | SCHAUMBURG | IL | 60173 | CLAIMS PROCESSING | 415463 |
| LANER MUCHIN DOMBROW BECKER LEVIN A | |||||
| 515 N STATE STREET STE 2800 | CHICAGO | IL | 60610 | LEGAL SERVICES | 173754 |
| THE SEGAL COMPANY | |||||
| 101 N WACKER DRIVE STE 500 | CHICAGO | IL | 60606 | CONSULTING SERVICES | 125939 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | 22801178 | 22801178 |
| RETIREE CO-PAYMENTS | 900099 | 847053 | 847053 |
| COBRA CONTRIBUTIONS | 900099 | 604255 | 604255 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 24252486 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 787486 | TotalRevenueColumn |
| Exclusion | $787,486 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 15238209 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 15292576 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -54367 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -54367 | TotalRevenueColumn |
| Related Or Exempt Function Income | -54367 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 893 | TotalRevenueColumn |
| Related Or Exempt Function Income | 893 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 893 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 24986498 | TotalRevenueColumn |
| Related Or Exempt Function Income | 24199012 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $787,486 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19258746 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 268370 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65287 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65064 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 154046 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28504 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13567 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7035 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29149 | Total |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| ADMINISTRATIVE SERVICES | 163585 |
| DUES AND SUBSCRIPTIONS | 2590 |
| OUTSIDE TEMPORARY SERVI | 1887 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20057857 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2045963 | BOY |
| EOY | 3835096 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2093956 | BOY |
| EOY | 2009967 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22292 | BOY |
| EOY | 23447 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 216939 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 153628 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 63311 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10159853 | BOY |
| EOY | 11885669 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19393654 | BOY |
| EOY | 19962077 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 515707 | BOY |
| EOY | 122305 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34231425 | BOY |
| EOY | 37901872 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 178688 | BOY |
| EOY | 146919 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24582269 | BOY |
| EOY | 22775386 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24760957 | BOY |
| EOY | 22922305 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9470468 | BOY |
| EOY | 14979567 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9470468 | BOY |
| EOY | 14979567 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34231425 | BOY |
| EOY | 37901872 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 4928641 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 580458 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 156955 | OtherCostOrOtherBasis |
| Depreciation | 93644 | Depreciation |
| Book Value | 63311 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 59984 | OtherCostOrOtherBasis |
| Depreciation | 59984 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 63311 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| CERTIFICATES OF DEPOSIT | 155373 | F |
| COMMON AND COLLECTIVE TRUSTS | 15273743 | F |
| MUTUAL FUNDS | 4168978 | F |
| CORPORATE BONDS AND NOTES | 363983 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 19962077 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ESTIMATED LIABILITY FOR FUTURE BENEFITS | $19,686,600 |
| ESTIMATED LIABILITY FOR CLAIMS PAYABLE AND CLAIMS INCURRED AND NOT REPORTED | $2,990,625 |
| DUE TO RELATED PARTIES | $98,161 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 22775386 | TotalOfAmounts |
| Total Revenue | 24986498 | TotalRevenue |
| Total Expenses | 20057857 | TotalExpenses |
| Excess Or Deficit For Year | 4928641 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 580458 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 580458 | TotalAdjustments |
| Excess Or Deficit Per FS | 5509099 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 25501892 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 580458 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 580458 | RevenueNotRptdF990 |
| Revenue Subtotal | 24921434 | RevenueSubtotal |
| Investment Expenses Not Included | 65064 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 65064 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 24986498 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 21897837 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 21897837 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 65064 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | -1905044 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | -1839980 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 20057857 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART XIII, LINE 4B - OTHER ADJUSTMENTS: | Identifier |
| Explanation | CHANGE IN CLAIMS PAYABLE -1,905,044. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES THAT ARE AUTHORIZED TO ACT ON BEHALF OF THE GOVERNING BODY. | |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS REVIEWED BY THE TRUSTEES AT THE MEETING PRECEDING THE DUE DATE OF THE FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | COMPLIANCE WITH THE POLICIES ARE REVIEWED AND MONITORED THROUGH DISCUSSION AT THE TRUSTEES' MEETINGS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS AND THE FINANCIAL STATEMENTS ARE MADE AVAILABLE TO PLAN PARTICIPANTS UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 580,458. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XI, LINE 2C: | THE ORGANIZATION'S BOARD OF TRUSTEES ASSUME THE RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS. THERE HAS BEEN NO CHANGE IN THIS PROCESS FROM THE PRIOR YEAR. |