ELECTRICAL WELFARE TRUST FUND: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: ELECTRICAL WELFARE TRUST FUND (EIN 52-6038507)
Tax period: 2010-01-01 to 2010-12-31
Filed: 2011-08-10
IRS object ID: 201132229349300333
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 B
Schedule D
Schedule J
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-08-10T11:16:41-04:00	Timestamp
Tax Period End Date	2010-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SARFINO AND RHOADES LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	11921 ROCKVILLE PIKE SUITE 501	AddressLine1
City	NORTH BETHESDA	City
State	MD	State
ZIP Code	208522794	ZIPCode

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

Filer Filer

Field	Value	IRS element (for citing)
EIN	526038507	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	ELECTRICAL WELFARE TRUST FUND	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	ELEC	NameControl
Phone	3017311050	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4601 PRESIDENTS DRIVE SUITE 300	AddressLine1
City	LANHAM	City
State	MD	State
ZIP Code	20706	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	PETER KLEIN	Name
Title	FUND MANAGER	Title
Date Signed	2011-08-10	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	BRIAN W DOW	Name
Phone	3017705500	Phone

Field	Value	IRS element (for citing)
Tax Year	2010	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Gross Receipts	116752075	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c	X	Organization501c
Web Site	WWW.EWTF.ORG	WebSite
Type Of Organization Trust	X	TypeOfOrganizationTrust
Year Formation	1949	YearFormation
State Legal Domicile	MD	StateLegalDomicile
Activity Or Mission Description	TO PROVIDE WELFARE BENEFITS FOR ELIGIBLE PARTICIPANTS AS AGREED UPON BY THE NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION - WASHINGTON, DC CHAPTER AND IBEW LOCAL UNION NO. 26.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	6	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	6	NbrIndependentVotingMembers
Total Nbr Employees	44	TotalNbrEmployees
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	36550	ContributionsGrantsPriorYear
Contributions Grants Current Year	46250	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	67630900	ProgramServiceRevenuePriorYear
Program Service Revenue CY	66570477	ProgramServiceRevenueCY
Investment Income Prior Year	3548528	InvestmentIncomePriorYear
Investment Income Current Year	3036688	InvestmentIncomeCurrentYear
Other Revenue Prior Year	26000	OtherRevenuePriorYear
Other Revenue Current Year	37114	OtherRevenueCurrentYear
Total Revenue Prior Year	71241978	TotalRevenuePriorYear
Total Revenue Current Year	69690529	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	0	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	72043297	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	63522524	BenefitsPaidToMembersCY
Salaries Etc Prior Year	3134810	SalariesEtcPriorYear
Salaries Etc Current Year	3351123	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	443095	OtherExpensePriorYear
Other Expenses Current Year	488666	OtherExpensesCurrentYear
Total Expenses Prior Year	75621202	TotalExpensesPriorYear
Total Expenses Current Year	67362313	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-4379224	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	2328216	RevenuesLessExpensesCY
Total Assets BOY	101076268	TotalAssetsBOY
Total Assets EOY	105150085	TotalAssetsEOY
Total Liabilities BOY	749107	TotalLiabilitiesBOY
Total Liabilities EOY	1681708	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	100327161	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	103468377	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	TO PROVIDE ACCIDENT, HOSPITAL, MEDICAL, SURGICAL, DENTAL, PRESCRIPTION, VISION, DISABILITY, EMPLOYEE ASSISTANCE, AND DEATH BENEFITS FOR ELIGIBLE PARTICIPANTS AS AGREED UPON BY THE NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION - WASHINGTON, DC CHAPTER AND INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 26.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	63522524	Expense
Description	HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR DEPENDENTS.	Description
Total Program Service Expense	63522524	TotalProgramServiceExpense
Described In501 C3	false	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
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	false	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	false	GrantsToIndividuals
Schedule J Required	true	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	false	DisregardedEntity
Related Entity	false	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	6187	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	44	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	6	NbrVotingGoverningBodyMembers
Number Independent Voting Members	6	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	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	true	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	FUND MANAGER	NamePerson
Telephone Number	3017311050	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	4601 PRESIDENTS DRIVE SUITE 300	AddressLine1
City	LANHAM	City
State	MD	State
ZIP Code	20706	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (10 entries)

TitleTitle	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	Average Hours Per WeekAverageHoursPerWeek	OfficerOfficer
VIOLET CARTER
TRUSTEE	X	0	0	0
RAMIRO J RAMOS
TRUSTEE	X	0	0	0
JOE DABBS
TRUSTEE	X	0	0	0
SVEN SAHKUL
TRUSTEE	X	0	0	0
ANDREW PORTER
TRUSTEE	X	0	0	0
THOMAS LAWALL
TRUSTEE	X	0	0	0
JULIA ROGERS
TRUSTEE	X	0	0	0
STEVE ZIMMERMAN
TRUSTEE	X	0	0	0
JERRY LOZUPONE
TRUSTEE	X	0	0	0
PETER KLEIN
FUND MANAGER		192544	0	20701	40.0	X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	192544	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	20701	TotalOtherCompensation
Number Individuals GT100 K	1	NumberIndividualsGT100K
Formers Listed	false	FormersListed
Total Comp GT150 K	true	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (4 entries)

Description Of ServicesDescriptionOfServices	CompensationCompensation
BASYS
IT CONSULTING	369317
SEGAL
ACTUARY	127944
MCCHESNEY DALE PC
LEGAL SERVICES	125600
EPLAN
COST CONTAINMENT	205546

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	4	NumberOfContractorsGT100K
All Other Contributions	46250	AllOtherContributions
Total Contributions	46250	TotalContributions

Program Service Revenue ProgramServiceRevenue

Field	Value	IRS element (for citing)
Description	CONTRIBUTIONS FROM EMPLOYEES AND EMPLOYERS	Description
Total Revenue Column	66570477	TotalRevenueColumn
Related Or Exempt Function Income	66570477	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Program Service Revenue	66570477	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	3056670	TotalRevenueColumn
Related Or Exempt Function Income	3056670	RelatedOrExemptFunctionIncome

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	47041564	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	47061546	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	-19982	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	-19982	TotalRevenueColumn
Exclusion	-$19,982	ExclusionAmount

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescription	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
DATA ENTRY FEES	24000	24000
MISCELLANEOUS REVENUE	13114	13114

Field	Value	IRS element (for citing)
Total Other Revenue	37114	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	69690529	TotalRevenueColumn
Related Or Exempt Function Income	69664261	RelatedOrExemptFunctionIncome
Exclusion	-$19,982	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	0	Total

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	0	Total

Foreign Grants ForeignGrants

Field	Value	IRS element (for citing)
Total	0	Total

Benefits To Members BenefitsToMembers

Field	Value	IRS element (for citing)
Total	63522524	Total
Program Services	63522524	ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	192544	Total
Management And General	192544	ManagementAndGeneral

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	0	Total

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	2424426	Total
Management And General	2424426	ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	510714	Total
Management And General	510714	ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	0	Total

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	223439	Total
Management And General	223439	ManagementAndGeneral

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	137075	Total
Management And General	137075	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	79163	Total
Management And General	79163	ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	156137	Total
Management And General	156137	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	0	Total

Advertising Advertising

Field	Value	IRS element (for citing)
Total	0	Total

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	215892	Total
Management And General	215892	ManagementAndGeneral

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	386174	Total
Management And General	386174	ManagementAndGeneral

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	173046	Total
Management And General	173046	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	0	Total

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

Field	Value	IRS element (for citing)
Total	0	Total

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	0	Total

Interest Interest

Field	Value	IRS element (for citing)
Total	0	Total

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	0	Total

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	76918	Total
Management And General	76918	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	24451	Total
Management And General	24451	ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	TotalTotal	Management And GeneralManagementAndGeneral
CONSULTANTS	155546	155546
POSTAGE	102629	102629
PRINTING	62024	62024
TELEPHONE	34680	34680
ALLOCATED TO OTHER FUNDS	-1151449	-1151449

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	36380	Total
Management And General	36380	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	67362313	Total
Program Services	63522524	ProgramServices
Management And General	3839789	ManagementAndGeneral

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	9387343	BOY
EOY	10902399	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	64841	BOY
EOY	57575	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	622506	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	501288	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	176317	BOY
EOY	121218	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	91447767	BOY
EOY	94068893	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	101076268	BOY
EOY	105150085	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	260211	BOY
EOY	231677	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	488896	BOY
EOY	1450031	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	749107	BOY
EOY	1681708	EOY

Field	Value	IRS element (for citing)
Do Not Follow SFAS117	X	DoNotFollowSFAS117

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

Field	Value	IRS element (for citing)
BOY	100327161	BOY
EOY	103468377	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	100327161	BOY
EOY	103468377	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	101076268	BOY
EOY	105150085	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	2328216	ReconcilationRevenueExpenses
Reconcilation Other Changes	813000	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	true	AuditCommittee
Financial Statement Separate	X	FinancialStatementSeparate
Federal Grant Audit Required	false	FederalGrantAuditRequired

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

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

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Art Public Exhibition Amts		ArtPublicExhibitionAmts
Held Works Of Art Amts		HeldWorksOfArtAmts
Land		Land
Buildings		Buildings

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	51293	OtherCostOrOtherBasis
Depreciation	34672	Depreciation
Book Value	16621	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	555920	OtherCostOrOtherBasis
Depreciation	455147	Depreciation
Book Value	100773	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	15293	OtherCostOrOtherBasis
Depreciation	11469	Depreciation
Book Value	3824	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	121218	TotalOfBookValueLandBuildings
Federal Income Tax Liability	0	FederalIncomeTaxLiability

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	CASH OVERDRAFT	Description
Amount	$1,450,031	Amount

Field	Value	IRS element (for citing)
Total Of Amounts	1450031	TotalOfAmounts
Total Revenue	69690529	TotalRevenue
Total Expenses	67362313	TotalExpenses
Excess Or Deficit For Year	2328216	ExcessOrDeficitForYear
Net Unrealized GL On Investments	813000	NetUnrealizedGLOnInvestments
Total Adjustments	813000	TotalAdjustments
Excess Or Deficit Per FS	3141216	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	70469194	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	813000	NetUnrealizedGainsInvestments
Other Revenues	-34335	OtherRevenues
Revenue Not Rptd F990	778665	RevenueNotRptdF990
Revenue Subtotal	69690529	RevenueSubtotal
Total Revenue Per Form990	69690529	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	67327978	TotExpensesEtcAuditedFinclStmt
Expenses Subtotal	67327978	ExpensesSubtotal
Other Expenses Not Included	34335	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	34335	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	67362313	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

Field	Value	IRS element (for citing)
Identifier	HEALTH FAIR EXPENSES	Identifier
Return Reference	SCHEDULE D, PART XII, LINE 2D AND SCHEDULE D, PART XIII, LINE 4B	ReturnReference

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Form990 Of Other Organizations	X	Form990OfOtherOrganizations
Written Employment Contract	X	WrittenEmploymentContract
Compensation Survey	X	CompensationSurvey
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	false	SeverancePayment
Supplemental Nonqual Retire Plan	false	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	false	EquityBasedCompArrangement

Form990 Schedule J Part II Form990ScheduleJPartII

Field	Value	IRS element (for citing)
Name Person	PETER KLEIN	NamePerson
Base Compensation Filing Org	192544	BaseCompensationFilingOrg
Comp Based On Related Orgs	0	CompBasedOnRelatedOrgs
Bonus Filing Org	0	BonusFilingOrg
Bonus Related Orgs	0	BonusRelatedOrgs
Other Compensation Filing Org	0	OtherCompensationFilingOrg
Other Compensation Related Orgs	0	OtherCompensationRelatedOrgs
Deferred Comp Filing Org	0	DeferredCompFilingOrg
Deferred Comp Related Orgs	0	DeferredCompRelatedOrgs
Nontaxable Benefits Filing Org	0	NontaxableBenefitsFilingOrg
Nontaxable Benefits Related Orgs	0	NontaxableBenefitsRelatedOrgs
Total Compensation Filing Org	192544	TotalCompensationFilingOrg
Total Compensation Related Orgs	0	TotalCompensationRelatedOrgs
Comp Report Prior990 Filing Org	0	CompReportPrior990FilingOrg
Comp Report Prior990 Related Orgs	0	CompReportPrior990RelatedOrgs

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

IdentifierIdentifier	ExplanationExplanation
FORM 990, PART VI, LINE 19	DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART VI, LINE 11B	A COPY OF THE FINAL FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF THE BOARD OF TRUSTEES, PRIOR TO FILING.
FORM 990, PART VI, LINE 12C	MONITORING AND COMPLIANCE IS FACILITATED BY COMPLETION AND SUBMISSION ON AN ANNUAL BASIS OF A WRITTEN DISCLOSURE FORM BY ALL TRUSTEES, OFFICERS AND KEY EMPLOYEES, PROVIDING IN DETAIL ANY EVENTS THAT GIVE RISE TO CONFLICT OF INTEREST.
FORM 990, PART VI, LINE 15	THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL AND ANY OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION ARE REVIEWED AND APPROVED BY A GROUP OF TRUSTEES WHO DO NOT HAVE CONFLICT OF INTEREST WITH RESPECT TO COMPENSATION ARRANGEMENT. THIS REVIEW WILL OCCUR NO LESS FREQUENTLY THAN ANNUALLY. COMPENSATION IS DETERMINED USING DATA OF COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS.
FORM 990, PART XI, LINE 5	OTHER CHANGES IN NET ASSETS ARE DUE TO UNREALIZED GAINS ON INVESTMENTS.