SHEET METAL WORKERS HEALTH & WELFARE: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: SHEET METAL WORKERS HEALTH & WELFARE (EIN 34-6746427)
Tax period: 2021-05-01 to 2022-04-30
Filed: 2023-03-03
IRS object ID: 202340629349300219
Schema version: 2021v4.2
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
Form 990
Schedule D
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-03-03T09:36:14-06:00	ReturnTs
Tax Period End	2022-04-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	310800053	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CLARK SCHAEFER HACKETT & CO	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1656 HENTHORNE DR SUITE 400	AddressLine1Txt
City	MAUMEE	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	43537	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2021-05-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	346746427	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SHEET METAL WORKERS UNION LOCAL 33	BusinessNameLine1Txt
Business Name Line2	CLEVELAND DIST - HEALTH BENEFITS FUND	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	SHEE	BusinessNameControlTxt
Phone	2162673344	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	12515 CORPORATE DRIVE	AddressLine1Txt
City	PARMA	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44130	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JOE STASTNY JR	PersonNm
Person Title	CHAIRMAN	PersonTitleTxt
Phone	2162673344	PhoneNum
Signature	2023-02-27	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	JOE	PersonFirstNm
Person Last	STASTNY JR	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MICHAEL D NYITRAI	PreparerPersonNm
PTIN	P01799376	PTIN
Phone	4198412848	PhoneNum
Preparation	2023-02-27	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	JOE STASTNY JR	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	12515 CORPORATE DRIVE	AddressLine1Txt
City	PARMA	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44130	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$10,210,082	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	WWW.SMWLU33.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1990	FormationYr
Legal Domicile State	OH	LegalDomicileStateCd
Activity Or Mission	TO PROVIDE HEALTH AND WELFARE BENEFITS FOR MEMBERS AND THEIR FAMILIES	ActivityOrMissionDesc
Voting Members Governing Body	6	VotingMembersGoverningBodyCnt
Voting Members Independent	6	VotingMembersIndependentCnt
Total Employee	18	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$8,704,265	PYProgramServiceRevenueAmt
CY Program Service Revenue	$9,370,272	CYProgramServiceRevenueAmt
PY Investment Income	$550,514	PYInvestmentIncomeAmt
CY Investment Income	$375,862	CYInvestmentIncomeAmt
PY Other Revenue	$10,234	PYOtherRevenueAmt
CY Other Revenue	$442,713	CYOtherRevenueAmt
PY Total Revenue	$9,265,013	PYTotalRevenueAmt
CY Total Revenue	$10,188,847	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$5,598,299	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$7,615,954	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$15,256	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$22,781	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$2,067,483	PYOtherExpensesAmt
CY Other Expenses	$2,052,065	CYOtherExpensesAmt
PY Total Expenses	$7,681,038	PYTotalExpensesAmt
CY Total Expenses	$9,690,800	CYTotalExpensesAmt
PY Revenues Less Expenses	$1,583,975	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$498,047	CYRevenuesLessExpensesAmt
Total Assets BOY	$25,742,971	TotalAssetsBOYAmt
Total Assets EOY	$24,646,478	TotalAssetsEOYAmt
Total Liabilities BOY	$48,887	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$183,340	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$25,694,084	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$24,463,138	NetAssetsOrFundBalancesEOYAmt
Mission	TO PROVIDE HEALTH AND WELFARE BENEFITS FOR MEMBERS AND THEIR FAMILIES	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Desc	THE FUND PROVIDES VARIOUS HEALTH AND WELFARE BENEFITS FOR ELIGIBLE MEMBERS AND THEIR FAMILIES	Desc
Described In Section501c3	0	DescribedInSection501c3Ind
Schedule B Required	0	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	0	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	0	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	242	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	18	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	6	GoverningBodyVotingMembersCnt
Independent Voting Member	6	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	0	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BENESYS INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2489139800	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	700 TOWER DRIVE SUITE 300	AddressLine1Txt
City	TROY	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	48098	ZIPCd

Field	Value	IRS element (for citing)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
JOE STASTNY JR
CHAIRMAN	2.00	Yes (X)	$0	$0	$0
JOHN ANDERSON
LABOR TRUSTEE	1.00	Yes (X)	$0	$0	$0
HANK STRAHAN
LABOR TRUSTEE	1.00	Yes (X)	$0	$0	$0
THOMAS MARTIN
SECRETARY/TREASURER	2.00	Yes (X)	$0	$0	$0
DON SKALA
MANAGEMENT TRUSTEE	1.00	Yes (X)	$0	$0	$0
MIKE STEIDEL
MANAGEMENT TRUSTEE	1.00	Yes (X)	$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
BENESYS
700 TOWER DRIVE	TROY	MI	48098	ADMINISTRATIVE SERVICES	$302,099
SEGAL SELECT
1111 SUPERIOR AVE SUITE 2340	CLEVELAND	OH	44114	CONSULTING	$112,550

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	2	CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS	525100	$8,014,218	$8,014,218
SELF CONTRIBUTIONS	525100	$1,356,054	$1,356,054

Field	Value	IRS element (for citing)
Total Program Service Revenue	$9,370,272	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$374,330	TotalRevenueColumnAmt
Related Or Exempt Func Income	$374,330	RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$22,767	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$21,235	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$1,532	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,532	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,532	RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
STOP LOSS REBATES	525100	$434,376	$434,376
LITIGATION SETTLEMENTS	525100	$8,337	$8,337

Field	Value	IRS element (for citing)
Other Revenue Total	$442,713	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$10,188,847	TotalRevenueColumnAmt
Related Or Exempt Func Income	$10,188,847	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$7,615,954	TotalAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$22,781	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$35,908	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$22,000	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$34,184	TotalAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$731,051	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$22,533	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$7,669	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,181,735	TotalAmt

Other Expenses OtherExpensesGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS	Desc
Total	$16,985	TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$9,690,800	TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$5,629,981	BOYAmt
EOY	$2,325,967	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$1,216,574	BOYAmt
EOY	$1,462,098	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$1,403,520	BOYAmt
EOY	$1,735,241	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$17,487,461	BOYAmt
EOY	$19,117,566	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$5,435	BOYAmt
EOY	$5,606	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$25,742,971	BOYAmt
EOY	$24,646,478	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$48,887	BOYAmt
EOY	$183,340	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$48,887	BOYAmt
EOY	$183,340	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$25,694,084	BOYAmt
EOY	$24,463,138	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$25,694,084	BOYAmt
EOY	$24,463,138	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$25,742,971	BOYAmt
EOY	$24,646,478	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$498,047	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$1,728,993	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$0	TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt	$7,991,294	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$1,728,993	NetUnrealizedGainsInvstAmt
Revenue Not Reported	-$1,728,993	RevenueNotReportedAmt
Revenue Subtotal	$9,720,287	RevenueSubtotalAmt
Investment Expenses Not Incld	$34,184	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	$434,376	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$468,560	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$10,188,847	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$9,222,240	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	-$434,376	OtherExpensesIncludedAmt
Expenses Not Reported	-$434,376	ExpensesNotReportedAmt
Expenses Subtotal	$9,656,616	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$34,184	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$34,184	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$9,690,800	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART XI, LINE 4B - OTHER ADJUSTMENTS:	STOP-LOSS REFUNDS 434,376.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	STOP-LOSS REFUNDS -434,376.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11B	FORM 990 IS PREPARED BY THE AUDITING FIRM. A COPY IS PROVIDED TO ALL TRUSTEE MEMBERS AND REVIEWED AT THE BOARD OF TRUSTEES MEETING
FORM 990, PART VI, SECTION B, LINE 12C	CONFLICT OF INTEREST STATEMENTS ARE COMPLETED ANNUALLY BY EACH BOARD MEMBER AND RETURNED TO THE ATTORNEY'S OFFICE
FORM 990, PART VI, SECTION C, LINE 19	NO DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC
FORM 990 PART XII, LINE 2C	THE ORGANIZATION HAS NOT CHANGED ITS PROCESS FROM THE PRIOR YEAR.