SOUTHEASTERN CARP & MW HEALTH PLAN: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHEASTERN CARP & MW HEALTH PLAN (EIN 58-6066597)
- Tax period
- 2013-04-01 to 2014-03-31
- Filed
- 2014-07-17
- IRS object ID
- 201421989349300707
- Schema version
- 2013v3.1
- 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) |
|---|---|---|
| Return | 2014-07-17T09:13:11-05:00 | ReturnTs |
| Tax Period End | 2014-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581499502 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J ALLEN BELL JR CPA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 SANDY SPRINGS CIRCLE STE 120 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30328 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 586066597 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHEASTERN CARP & MW HEALTH PLAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 6158590131 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 CALDWELL DRIVE | AddressLine1 |
| City | GOODLETTSVILLE | City |
| State | TN | State |
| ZIP Code | 37072 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIRK MALONE | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 6158590131 | PhoneNum |
| Signature | 2014-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J ALLEN BELL JR | PreparerPersonNm |
| PTIN | P00064712 | PTIN |
| Phone | 4042557084 | PhoneNum |
| Preparation | 2014-07-17 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KIRK MALONE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 CALDWELL DRIVE | AddressLine1 |
| City | GOODLETTSVILLE | City |
| State | TN | State |
| ZIP Code | 37072 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,901,181 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1967 | FormationYr |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Activity Or Mission | PAYMENT OF ELIGIBLE HEALTH, VISION, DENTAL, DISABILITY AND DEATH BENEFIT CLAIMS FOR PLAN'S ELIGIBLE MEMBERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 45 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $12,221,327 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $12,149,838 | CYProgramServiceRevenueAmt |
| PY Investment Income | $216,318 | PYInvestmentIncomeAmt |
| CY Investment Income | $111,248 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $12,437,645 | PYTotalRevenueAmt |
| CY Total Revenue | $12,261,086 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $16,432,753 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $14,241,613 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $682,539 | PYOtherExpensesAmt |
| CY Other Expenses | $678,843 | CYOtherExpensesAmt |
| PY Total Expenses | $17,115,292 | PYTotalExpensesAmt |
| CY Total Expenses | $14,920,456 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,677,647 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,659,370 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,827,572 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,588,942 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $237,572 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $214,804 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,590,000 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,374,138 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PAYMENT OF ELIGIBLE HEALTH, VISION, DENTAL, DISABILITY AND DEATH BENEFIT CLAIMS FOR PLAN'S ELIGIBLE MEMBERS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $14,696,613 | ExpenseAmt |
| Desc | PROVIDE HEALTH, VISION, DENTAL, DISABILITY AND DEATH BENEFITS FOR APPROXIMATELY 1735 ELIGIBLE MEMBERS AND THEIR DEPENDENTS. | Desc |
| Total Program Service Expenses | $14,696,613 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1569 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 45 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JERE T BRASSELL | PersonNm |
| Phone | 6158590131 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 CALDWELL DR | AddressLine1 |
| City | GOODLETTSVILLE | City |
| State | TN | State |
| ZIP Code | 37072 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| KIRK MALONE | |||||||
| TRUSTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JIM WILKERSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LARRY PHILLIPS | |||||||
| TRUSTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHAEL HAMILTON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | 0.00 | |
| MARK BROWN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | 0.00 | |
| TOM JENKINS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | 0.00 | |
| DAVID W TANKERSLEY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | 0.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | Address Line2ContractorAddress/USAddress/AddressLine2 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CIGNA CORPORATION | ||||||
| TWO LIBERTY PLACE | 1601 CHESTNUT STREET | PHILADELPHIA | PA | 19192 | PPO CONSULT | $563,797 |
| SOUTHERN BENEFIT ADMIN INC | ||||||
| 2001 CALDWELL DRIVE | GOODLETTSVILLE | TN | 37072 | THIRD PARTY ADM | $508,800 | |
| LINCOLN FINANCIAL GROUP | ||||||
| 1800 PEMBROOK DR ST 150 | ORLANDO | FL | 32810 | LIFE INS UNDWR | $140,494 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HEALTH BENEFIT COVERAGE REC | Desc |
| Business | 525100 | BusinessCd |
| Total Revenue Column | $12,149,838 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,149,838 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $12,149,838 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $193,968 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $193,968 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,557,375 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,640,095 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$82,720 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$82,720 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$82,720 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,261,086 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,261,086 | RelatedOrExemptFuncIncomeAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,241,613 | TotalAmt |
| Program Services | $14,241,613 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $493,800 | TotalAmt |
| Program Services | $420,000 | ProgramServicesAmt |
| Management And General | $73,800 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,196 | TotalAmt |
| Management And General | $32,196 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,385 | TotalAmt |
| Management And General | $36,385 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,232 | TotalAmt |
| Management And General | $24,232 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,000 | TotalAmt |
| Management And General | $22,000 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,023 | TotalAmt |
| Program Services | $35,000 | ProgramServicesAmt |
| Management And General | $15,023 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,219 | TotalAmt |
| Management And General | $12,219 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,988 | TotalAmt |
| Management And General | $7,988 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,920,456 | TotalAmt |
| Program Services | $14,696,613 | ProgramServicesAmt |
| Management And General | $223,843 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $634,372 | BOYAmt |
| EOY | $608,436 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,528,465 | BOYAmt |
| EOY | $1,810,881 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $507 | BOYAmt |
| EOY | $155 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,664,228 | BOYAmt |
| EOY | $11,169,470 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,827,572 | BOYAmt |
| EOY | $13,588,942 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $237,572 | BOYAmt |
| EOY | $214,804 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $237,572 | BOYAmt |
| EOY | $214,804 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,590,000 | BOYAmt |
| EOY | $13,374,138 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,590,000 | BOYAmt |
| EOY | $13,374,138 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,827,572 | BOYAmt |
| EOY | $13,588,942 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,659,370 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $443,508 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Rev Etc Audited Fincl Stmt | $12,680,362 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $443,508 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $443,508 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,236,854 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $24,232 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $24,232 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,261,086 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,896,224 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $14,896,224 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $24,232 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $24,232 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,920,456 | TotalExpensesPerForm990Amt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 3 | EMPLOYED A THIRD PARY ADMINISTRATOR: SOUTHERN BENEFIT ADMINISTRATORS, INC., GOODLETTSVILLE, TN |
| FORM 990, PAGE 6, PART VI, LINE 7A | THE MANAGEMENT TRUSTEES SERVE AS TRUSTEES UNTIL THEY RESIGN, DIE OR BECOME INCAPACITATED. A REPLACEMENT OF A MANAGEMENT TRUSTEE IS SELECTED BY THE REMAINING MANAGEMENT TRUSTEES WHEN A VACANCY OCCURS. THE LABOR TRUSTEES SERVE AS TRUSTEES AT THE PLEASURE OF THE SOUTHEASTERN REGIONAL COUNCIL OF THE INTERNATIONAL BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA. |
| FORM 990, PAGE 6, PART VI, LINE 11B | A COPY OF FORM 990 AND ALL RELATED ATTACHMENTS WERE EMAILED TO ALL TRUSTEES OF ITS GOVERNING BODY IN MID-JUNE, 2014 BEFORE THE RETURN WAS FILED IN JULY, 2014. ALL TRUSTEES WERE REQUESTED TO ASK ANY QUESTIONS OF THE RETURN PREPARER BEFORE THE RETURN WAS FILED AND NO QUESTIONS WERE RECEIVED BY THE RETURN PREPARER BEFORE IT WAS FILED. |
| FORM 990, PAGE 6, PART VI, LINE 12C | WHENEVER A MEMBER OF THE GOVERNING BOARD CONSIDERS ANY ITEM THAT HE DOES OR KNOWS THAT ANOTHER GOVERNING BOARD MEMBER DOES SOMETHING THAT MAY BE A CONFLICT OF INTEREST, HE BRINGS THIS ITEM BEFORE THE FULL BOARD FOR THEM TO DETERMINE IF ANY ACTION IS NECESSARY BY THEM. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND/OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AS REQUIRED BY ERISA. |
| FORM 990, PART XI, LINE 9 | THE FUND PREPARES ITS FINANCIAL STATEMENTS UNDER ACCOUNTING PRINCIPALS GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. AS SUCH, THE INVESTMENTS ARE ADJUSTED TO MARKET VALUE AT YEAR END. THE 443,508 AMOUNT REPRESENTS THE CHANGE IN THE FUND'S INVESTMENTS TO MARKET VALUE AS OF MARCH 31, 2014. |
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