ITPEU HEALTH & WELFARE FUND: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: ITPEU HEALTH & WELFARE FUND (EIN 58-1236802)
Tax period: 2010-07-01 to 2011-06-30
Filed: 2011-11-07
IRS object ID: 201133119349300788
Schema version: 2010v3.4
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
Form 990
Schedule D
Schedule I
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-11-07T13:05:54-06:00	Timestamp
Tax Period End Date	2011-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HOWARD MOORE & MCDUFFIE PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 4547	AddressLine1
City	MACON	City
State	GA	State
ZIP Code	31208	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2010-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	581236802	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	ITPE HEALTH & WELFARE FUND	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	ITPE	NameControl
Phone	9123527169	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 13817	AddressLine1
City	SAVANNAH	City
State	GA	State
ZIP Code	31416	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	KATHY HEERY	Name
Title	ADMINISTRATOR	Title
Phone	9123527169	Phone
Date Signed	2011-11-04	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	SAMUEL A MCDUFFIE	Name
Phone	4787425317	Phone
Date Prepared	2011-11-07	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2010	TaxYear
Build TS	2016-03-07 17:11:31Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Address Change	X	AddressChange
Name Of Principal Officer Person	KATHY HEERY	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	P O BOX 13817	AddressLine1
City	SAVANNAH	City
State	GA	State
ZIP Code	31416	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	193639127	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c	X	Organization501c
Web Site	WWW.ITPEBENEFITS.COM	WebSite
Type Of Organization Trust	X	TypeOfOrganizationTrust
Year Formation	1971	YearFormation
State Legal Domicile	GA	StateLegalDomicile
Activity Or Mission Description	EMPLOYEE BENEFITS	ActivityOrMissionDescription
Nbr Voting Members Governing Body	14	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	14	NbrIndependentVotingMembers
Total Nbr Employees	13	TotalNbrEmployees
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Current Year	0	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	62097061	ProgramServiceRevenuePriorYear
Program Service Revenue CY	63077812	ProgramServiceRevenueCY
Investment Income Prior Year	3475495	InvestmentIncomePriorYear
Investment Income Current Year	3913847	InvestmentIncomeCurrentYear
Other Revenue Prior Year	32331	OtherRevenuePriorYear
Other Revenue Current Year	41449	OtherRevenueCurrentYear
Total Revenue Prior Year	65604887	TotalRevenuePriorYear
Total Revenue Current Year	67033108	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	251000	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	253500	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	55261109	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	57186447	BenefitsPaidToMembersCY
Salaries Etc Prior Year	608119	SalariesEtcPriorYear
Salaries Etc Current Year	616473	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	5652449	OtherExpensePriorYear
Other Expenses Current Year	5734427	OtherExpensesCurrentYear
Total Expenses Prior Year	61772677	TotalExpensesPriorYear
Total Expenses Current Year	63790847	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	3832210	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	3242261	RevenuesLessExpensesCY
Total Assets BOY	79633945	TotalAssetsBOY
Total Assets EOY	83285826	TotalAssetsEOY
Total Liabilities BOY	15574373	TotalLiabilitiesBOY
Total Liabilities EOY	15887089	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	64059572	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	67398737	NetAssetsOrFundBalancesEOY
Mission Description	EMPLOYEE BENEFITS	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	63790847	Expense
Grants	253500	Grants
Revenue	67033108	Revenue
Description	PROVIDED HEALTH AND WELFARE BENEFITS FOR 11,857 PLAN PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS	Description
Total Program Service Expense	63790847	TotalProgramServiceExpense
Described In501 C3	false	DescribedIn501C3
Schedule B Required	false	ScheduleBRequired
Political Activities	false	PoliticalActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	true	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	true	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	true	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	true	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	true	DisregardedEntity
Related Entity	true	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	1256	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	13	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	14	NbrVotingGoverningBodyMembers
Number Independent Voting Members	14	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	false	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	false	RegularMonitoringEnforcement
Whistleblower Policy	false	WhistleblowerPolicy
Document Retention Policy	false	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	true	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
States Where Copy Of Return Is Filed	GA	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	KATHY HEERY	NamePerson
Telephone Number	9123527169	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	24 OGLETHORPE PROFESSIONAL BLVD	AddressLine1
City	SAVANNAH	City
State	GA	State
ZIP Code	31406	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (16 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer
JOHN F CONLEY
CO-CHAIRMAN	1.00	X	0	133813	11328
DENNIS ARRINGTON
V. CO-CHAIRM	1.00	X	0	118813	12398
PAUL HARVEY
TRUSTEE	1.00	X	0	103293	12396
DENNIS CONLEY
TRUSTEE	1.00	X	0	54290	11830
CINDY DIEHM
TRUSTEE	1.00	X	0	52314	11738
RUTHIE JONES
TRUSTEE	1.00	X	0	51458	11840
LENA BAILEY
TRUSTEE	1.00	X	0	49791	11824
HAROLD E GELBER
CO-CHAIRMAN	1.00	X	0	0	0
JERRY M BOWDEN
TRUSTEE	1.00	X	0	0	0
JP HOLLOMON
TRUSTEE	1.00	X	0	0	0
FRED SMITH
TRUSTEE	1.00	X	0	0	0
RICHARD B ROWE
TRUSTEE	1.00	X	0	0	0
KYLE HENSON
V. CO-CHAIRM	1.00	X	0	0	0
HAL SHERLEY
TRUSTEE	1.00	X	0	0	0
KATHY HEERY
ADMIN	35.00		77245	0	1900	X
JAMES FILUSH
ACCOUNTANT	35.00		72149	0	1900	X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	149394	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	563772	TotalReportableCompFrmRltdOrgs
Total Other Compensation	87154	TotalOtherCompensation
Number Individuals GT100 K	3	NumberIndividualsGT100K
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Description Of ServicesDescriptionOfServices	CompensationCompensation
BLUE CROSS BLUE SHIELD OF GEORGIA
CLAIMS PROC	4458422
ROY J BOYD
FUND REPRESENT	179261
BASYS
SOFTWARE MAINT	153064
HOWARD MOORE & MCDUFFIE PC
AUDITOR	126564
SUNTRUST BANK
INVESTMENT MGMT	103074

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	5	NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
EMPLOYER CONTRIBUTIONS	525100	62962552	62962552
PARTICIPANT CONTRIBUTIONS	525100	115260	115260

Field	Value	IRS element (for citing)
Total Program Service Revenue	63077812	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	2157810	TotalRevenueColumn
Exclusion	$2,157,810	ExclusionAmount

Gross Rents GrossRents

Field	Value	IRS element (for citing)
Real	175853	Real

Less Rental Expenses LessRentalExpenses

Field	Value	IRS element (for citing)
Real	134404	Real

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	41449	Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	41449	TotalRevenueColumn
Exclusion	$41,449	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	128227652	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	126471331	Securities
Other	284	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	1756321	Securities
Other	-284	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	1756037	TotalRevenueColumn
Related Or Exempt Function Income	1756037	RelatedOrExemptFunctionIncome

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	67033108	TotalRevenueColumn
Related Or Exempt Function Income	64833849	RelatedOrExemptFunctionIncome
Exclusion	$2,199,259	ExclusionAmount

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	253500	Total
Program Services	253500	ProgramServices

Benefits To Members BenefitsToMembers

Field	Value	IRS element (for citing)
Total	57186447	Total
Program Services	57186447	ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	156060	Total
Program Services	156060	ProgramServices

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	398874	Total
Program Services	398874	ProgramServices

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	21180	Total
Program Services	21180	ProgramServices

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	40359	Total
Program Services	40359	ProgramServices

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	61934	Total
Program Services	61934	ProgramServices

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	158452	Total
Program Services	158452	ProgramServices

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	207721	Total
Program Services	207721	ProgramServices

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	4720257	Total
Program Services	4720257	ProgramServices

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	166530	Total
Program Services	166530	ProgramServices

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	133479	Total
Program Services	133479	ProgramServices

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	74388	Total
Program Services	74388	ProgramServices

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	187317	Total
Program Services	187317	ProgramServices

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	24349	Total
Program Services	24349	ProgramServices

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	63790847	Total
Program Services	63790847	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	1947666	BOY
EOY	1153106	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	3896938	BOY
EOY	3821243	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	5918567	BOY
EOY	6073315	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	93009	BOY
EOY	90242	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	2970410	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	1181740	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	1815746	BOY
EOY	1788670	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	65425840	BOY
EOY	69925551	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	536179	BOY
EOY	433699	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	79633945	BOY
EOY	83285826	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	139976	BOY
EOY	247811	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	15434397	BOY
EOY	15639278	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	15574373	BOY
EOY	15887089	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	64059572	BOY
EOY	67398737	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	64059572	BOY
EOY	67398737	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	79633945	BOY
EOY	83285826	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	3242261	ReconcilationRevenueExpenses
Reconcilation Other Changes	96904	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	true	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	true	AuditCommittee
Financial Statement Separate	X	FinancialStatementSeparate
Federal Grant Audit Required	false	FederalGrantAuditRequired

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Disclosed Orgs Legal Control	false	DisclosedOrgsLegalControl
Disclosed For Charitable Purposes	false	DisclosedForCharitablePurposes
Written Policy Monitoring	false	WrittenPolicyMonitoring
Sect170h Requirements Satisfied	false	Sect170hRequirementsSatisfied
Solicited Assets For Sale	false	SolicitedAssetsForSale
Agent Trustee Etc	false	AgentTrusteeEtc
Included On FS	false	IncludedOnFS
Endowments Held By Unrelated Orgs	false	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R	false	AreRelatedOrgsListedScheduleR

Land Land

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	234835	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	78278	OtherCostOrOtherBasis
Book Value	313113	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	1385828	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	461669	OtherCostOrOtherBasis
Depreciation	446241	Depreciation
Book Value	1401256	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	809800	OtherCostOrOtherBasis
Depreciation	735499	Depreciation
Book Value	74301	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	1788670	TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescription	AmountAmount
IBNR - HEALTH BENEFITS	$15,528,950
IBNR - DEATH BENEFITS	$106,000
CAPITAL LEASE PAYABLE	$4,328

Field	Value	IRS element (for citing)
Total Of Amounts	15639278	TotalOfAmounts
Total Revenue	67033108	TotalRevenue
Total Expenses	63790847	TotalExpenses
Excess Or Deficit For Year	3242261	ExcessOrDeficitForYear
Net Unrealized GL On Investments	96906	NetUnrealizedGLOnInvestments
Other	$206,652	OtherAmount
Total Adjustments	303558	TotalAdjustments
Excess Or Deficit Per FS	3545819	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	67264704	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	96906	NetUnrealizedGainsInvestments
Other Revenues	134690	OtherRevenues
Revenue Not Rptd F990	231596	RevenueNotRptdF990
Revenue Subtotal	67033108	RevenueSubtotal
Total Revenue Per Form990	67033108	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	63718885	TotExpensesEtcAuditedFinclStmt
Other Expenses Included	134690	OtherExpensesIncluded
Expenses Not Rptd F990	134690	ExpensesNotRptdF990
Expenses Subtotal	63584195	ExpensesSubtotal
Other Expenses Not Included	206652	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	206652	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	63790847	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
RECONCILIATION OF CHANGES - OTHER	SCHEDULE D, PAGE 4, PART XI, LINE 8	RENTAL REAL ESTATE EXPENSES 134,406 REALIZED LOSS ON DISPOSAL OF PROPERTY 284 RENTAL REAL ESTATE EXPENSES -134,406 REALIZED LOSS ON DISPOSAL PROPERTY -284 NET INCREASE IN BENEFIT OBLIGATIONS: 0 06/30/10 BENEFIT OBLIGATIONS -15,428,298 06/30/11 BENEFIT OBLIGATIONS 15,634,950
REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER	SCHEDULE D, PAGE 4, PART XII, LINE 2D	RENTAL REAL ESTATE EXPENSES 134,406 REALIZED LOSS ON DISPOSAL OF PROPERTY 284
EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER	SCHEDULE D, PAGE 4, PART XIII, LINE 2D	RENTAL REAL ESTATE EXPENSES 134,406 REALIZED LOSS ON DISPOSAL PROPERTY 284
EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER	SCHEDULE D, PAGE 4, PART XIII, LINE 4B	NET INCREASE IN BENEFIT OBLIGATIONS: 0 06/30/10 BENEFIT OBLIGATIONS -15,428,298 06/30/11 BENEFIT OBLIGATIONS 15,634,950

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	true	RecordsMaintained

Form990 Schedule I Part III Form990ScheduleIPartIII

Field	Value	IRS element (for citing)
Type Of Grant	SCHOLARSHIPS	TypeOfGrant
Number Of Recipients	20	NumberOfRecipients
Amount Of Cash Grant	253500	AmountOfCashGrant

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES	Identifier
Return Reference	SCHEDULE I, PAGE 1, PART I, LINE 2	ReturnReference
Explanation	ITPE UTILIZES THE SERVICES OF A THIRD PARTY SERVICE PROVIDER TO DETERMINE ELIGIBILITY OF SCHOLARSHIP APPLICANTS AND TO DETERMINE AWARD MERIT BASED ON RULES AGREED UPON BY ITPE. THE THIRD PARTY DETERMINES WHETHER STUDENT SELECTED COLLEGES, UNIVERSITIES OR VOCATIONAL TECHNICAL SCHOOLS ARE LEGITIMATE AND OPERATING WITHIN THE UNITED STATES. AWARDS ARE PAID DIRECTLY BY ITPE TO THE SECONDARY EDUCATIONAL INSTITUTION ON BEHALF OF THE SCHOLARSHIP WINNERS.	Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
ADDITIONAL INFORMATION	FORM 990, PART VI	FORM 990, PART VI, LINE 12A - CONFLICT OF INTEREST POLICY THE ORGANIZATION IS SUBJECT TO THE EMPLOYEES RETIREMENT INCOME SECURITY ACT OF 1974 WHICH CONTAINS CONFLICT OF INTEREST RESTRICTIONS.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990	FORM 990, PAGE 6, PART VI, LINE 11B	THE ADMINISTRATOR, ACCOUNTANT, ATTORNEY AND THE BOARD OF DIRECTORS REVIEW THE FORM 990 BEFORE IT IS FILED.
COMPENSATION PROCESS FOR TOP OFFICIAL	FORM 990, PAGE 6, PART VI, LINE 15A	BOARD OF TRUSTEES DETERMINES COMPENSATION FOR PLAN ADMINISTRATOR.
COMPENSATION PROCESS FOR OFFICERS	FORM 990, PAGE 6, PART VI, LINE 15B	BOARD OF TRUSTEE DETERMINES COMPENSATION FOR THE PLAN'S ACCOUNTANT.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION	FORM 990, PAGE 6, PART VI, LINE 19	THE FORM 990 IS AVAILABLE TO THE PUBLIC ON THE GUIDESTAR WEBSITE, WWW2.GUIDESTAR.ORG. OTHER GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON WRITTEN REQUEST.

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI

Name Of Disregarded Entity NameOfDisregardedEntity

Field	Value	IRS element (for citing)
Business Name Line1	24 OGLETHORPE PROFESSIONAL LLC	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	PO BOX 13817	AddressLine1
Address Line2	24 OGLETHORPE PROFESSIONAL BLVD	AddressLine2
City	SAVANNAH	City
State	GA	State
ZIP Code	31416	ZIPCode

Field	Value	IRS element (for citing)
Primary Activities	REAL ESTAT	PrimaryActivities
Legal Domicile State	GA	LegalDomicileState
Total Income	234470	TotalIncome
EOY Assets	1845892	EOYAssets

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	ITPE HEALT	BusinessNameLine1

Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivities	Legal Domicile StateLegalDomicileState	Exempt Code SectionExemptCodeSection	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Business Name Line2DirectControllingEntityName/BusinessNameLine2	Controlled OrgControlledOrg	Business Name Line2NameOfDisregardedEntity/BusinessNameLine2
ITPE UNION
2222 BULL STREET SUITE 200	SAVANNAH	GA	31401	521847723	UNION	GA	501C5	NA	N/A	false
ITPE PENSION FUND
216 NORTH AVE 2ND FLOOR	CRANFORD	NJ	07016	112506736	PENSION	NJ	401(A)	NA	N/A	false	C/O ERISA SYSTEMS
ITPE ANNUAL BENEFIT FUND
216 NORTH AVE 2ND FLOOR	CRANFORD	NJ	07016	112823324	BENEFITS	NJ	501C9	NA	N/A	false	C/O ERISA SYSTEMS

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	false	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	false	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	false	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	false	LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org	false	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	false	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	false	ExchangeOfAssets
Rental Of Facilities To Other Orgs	false	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	false	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	false	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	false	PerformOfServicesByOtherOrgs
Sharing Of Facilities	false	SharingOfFacilities
Sharing Of Paid Employees	false	SharingOfPaidEmployees
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	false	OtherTransferToOtherOrg
Other Transfer From Other Org	false	OtherTransferFromOtherOrg