TY 2023 Form 990

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
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Attach to Form 990.
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Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization

MO-KAN IRON WORKERS WELFARE FUND

Employer identification number

43-6051454

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow

Number of states where property subject to conservation easement is located right arrow

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
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Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
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Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2022

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f	0

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment right arrow

Permanent endowment right arrow

Term endowment right arrow

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....
c	Leasehold improvements
d	Equipment ....
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..		0

Schedule D (Form 990) 2022

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
DUE TO BROKER	112,487
DUE TO RELATED PARTIES	149,740







Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	262,227
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2022

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	0
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d .....................			2e	0
3	Subtract line 2e from line 1..................			3	0
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a	96,430
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................			4c	96,430
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	96,430

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	17,094,944
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d....................			2e	0
3	Subtract line 2e from line 1...................			3	17,094,944
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a	96,430
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b.....................			4c	96,430
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	17,191,374

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
PART IV, LINE 2B:	FUNDS ARE RECEIVED FROM THE EMPLOYERS AND ARE HELD IN A JOINT ACCOUNT FOR 2-3 DAYS AND THEN ARE ALLOCARED TO THE VARIOUS PLANS.
PART X, LINE 2:	IN ACCORDANCE WITH GAAP, MANAGEMENT IS REQUIRED TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF JANUARY 31, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. MANAGEMENT BELIEVES THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2019. THE PLAN IS ALSO SUBJECT TO ROUTINE AUDITS BY THE DEPARTMENT OF LABOR, GENERALLY FOR SIX YEARS AFTER THE STATUTORY DUE DATE OF THE ANNUAL INFORMATION RETURN. THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY TAX PERIODS.

Return Reference

Explanation

PART IV, LINE 2B:

FUNDS ARE RECEIVED FROM THE EMPLOYERS AND ARE HELD IN A JOINT ACCOUNT FOR 2-3 DAYS AND THEN ARE ALLOCARED TO THE VARIOUS PLANS.

PART X, LINE 2:

IN ACCORDANCE WITH GAAP, MANAGEMENT IS REQUIRED TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF JANUARY 31, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. MANAGEMENT BELIEVES THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2019. THE PLAN IS ALSO SUBJECT TO ROUTINE AUDITS BY THE DEPARTMENT OF LABOR, GENERALLY FOR SIX YEARS AFTER THE STATUTORY DUE DATE OF THE ANNUAL INFORMATION RETURN. THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY TAX PERIODS.

Schedule D (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

MO-KAN IRON WORKERS WELFARE FUND

Employer identification number

43-6051454

Return Reference	Explanation
FORM 990, PART VI, SECTION A, LINE 3	WILSON-MCSHANE CORPORATION, A THIRD-PARTY ADMINISTRATOR, WAS HIRED BY THE BOARD OF TRUSTEES TO PAY CLAIMS AND HANDLE DAY TO DAY OPERATIONS OF THE FUND
FORM 990, PART VI, SECTION B, LINE 11B	A COPY OF THE 990 WAS PROVIDED TO ALL MEMBERS OF THE BOARD OF TRUSTEES FOR THEIR REVIEW PRIOR TO FILING.
FORM 990, PART VI, SECTION C, LINE 18	THE ORGANIZATION DOES NOT MAKE ITS FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, OR OTHER DOCUMENTS AVAILABLE TO THE PUBLIC.
FORM 990, PART VI, SECTION C, LINE 19	THE FUND DOES NOT REGULARLY PROVIDE SUCH INFORMATION TO THE PUBLIC UNLESS UPON REQUEST. THIS INFORMATION IS FOR INTERNAL USES AND FOR THE USE OF PARTICIPANTS OF THE FUND.
FORM 990, PART VII, SECTION A:	MO-KAN IRON WORKERS WELFARE FUND DOES NOT COMPENSATE TRUSTEES. COMPENSATION PAID BY RELATED TAX-EXEMPT ORGANIZATIONS TO TRUSTEES IS REPORTED TO THE INTERNAL REVENUE SERVICE ON FORMS 990 FOR THE FOLLOWING ORGANIZATIONS: BRIDGE STRUCTURAL & ORNAMENTAL IRON WORKERS INTL ASSN LOCAL 10 EIN: 44-0297255 DAVID E. COLEMAN ROACH KEVIN KURITZ
FORM 990, PART XII, LINE 2C:	NO CHANGES FROM THE PRIOR YEAR.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

MO-KAN IRON WORKERS WELFARE FUND

Employer identification number

43-6051454

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity

Part II

Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)MO-KAN IRON WORKERS APPRENTICESHIP PLAN 3100 BROADWAY SUITE 108 KANSAS CITY,MO64111 43-6130597	EMPLOYEE BENEFITS	MO	501(C)(9)				No
(2)MO-KAN IRON WORKERS PENSION PLAN 3100 BROADWAY SUITE 108 KANSAS CITY,MO64111 43-6130595	EMPLOYEE BENEFITS	MO	501(C)(9)				No
(3)MO-KAN IRON WORKERS ANNUITY PLAN 3100 BROADWAY SUITE 108 KANSAS CITY,MO64111 43-6130595	EMPLOYEE BENEFITS	MO	501(C)(9)				No
(4)BRIDGE STRUCTURAL & ORNAMENTAL IRON WORKERS INTL ASSN LOCAL 10 1000 E 10TH STREET KANSAS CITY,MO64106 44-0297255	EMPLOYER CONTRIBUTOR	MO	501(C)(5)				No

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2023

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No
(1) CORNERSTONE DETENTION PRODUCTS	CONTRIBUTING EMPLOYER	AL							No
(2) AFL-AGC BUILDING TRADES P&W	CONTRIBUTING EMPLOYER	AL							No
(3) SCHUFF STEEL COMPANY	CONTRIBUTING EMPLOYER	AZ							No
(4) CEMROCK LANDSCAPES	CONTRIBUTING EMPLOYER	AZ							No
(5) HARTLINE CONSTRUCTION	CONTRIBUTING EMPLOYER	CA							No
(6) CALIFORNIA FIELD IRONWORKERS	CONTRIBUTING EMPLOYER	CA							No
(7) PSR CONSTRUCTION INC	CONTRIBUTING EMPLOYER	CA							No
(8) EWELL CONSTRUCTION INC	CONTRIBUTING EMPLOYER	CA							No
(9) CBS PILING SOLUTIONS INC	CONTRIBUTING EMPLOYER	CO							No
(10) SOUTHEASTERN IW WELFARE FUND	CONTRIBUTING EMPLOYER	GA							No
(11) AERO BRIDGEWORKS	CONTRIBUTING EMPLOYER	GA							No
(12) PRECISION SURVEILLANCE CORP	CONTRIBUTING EMPLOYER	IL							No
(13) A-J TECHNOLOGIES INC	CONTRIBUTING EMPLOYER	IL							No
(14) P&P ARTEC INC	CONTRIBUTING EMPLOYER	IL							No
(15) ALLIANCE GLAZING TECHNOLOGIES	CONTRIBUTING EMPLOYER	IL							No
(16) SHELBY AND SONS STEEL	CONTRIBUTING EMPLOYER	IL							No
(17) UNITED IRONWORKERS INC	CONTRIBUTING EMPLOYER	IL							No
(18) ADVANCED STEEL ERECTORS	CONTRIBUTING EMPLOYER	IL							No
(19) WHITE CONSTRUCTION CO INC	CONTRIBUTING EMPLOYER	IN							No
(20) JAMES H DREW CORP	CONTRIBUTING EMPLOYER	IN							No
(21) PAULY JAIL BLDG CO INC	CONTRIBUTING EMPLOYER	IN							No
(22) IRONWORKERS LOCAL 395 TRUST	CONTRIBUTING EMPLOYER	IN							No
(23) DES MOINES IW PEN-H&W-ANNUITY	CONTRIBUTING EMPLOYER	IA							No
(24) KCI INC	CONTRIBUTING EMPLOYER	IA							No
(25) ARCHITECTURAL WALL SYSTEMS	CONTRIBUTING EMPLOYER	IA							No
(26) WOLF CONSTRUCTION INC	CONTRIBUTING EMPLOYER	IA							No
(27) STEEL ERECTORS OF IOWA LLC	CONTRIBUTING EMPLOYER	IA							No
(28) IOWA IW HEAVY HIGHWAY	CONTRIBUTING EMPLOYER	IA							No
(29) IW TRI-STATE WELFARE FUND	CONTRIBUTING EMPLOYER	IA							No
(30) FORMAN FORD	CONTRIBUTING EMPLOYER	IA							No
(31) DISABILITY HOURS - WORK COMP	CONTRIBUTING EMPLOYER	IA							No
(32) REGIONAL DISTRICT COUNCIL	CONTRIBUTING EMPLOYER	IA							No
(33) BOILERMAKER NATIONAL FUNDS	CONTRIBUTING EMPLOYER	KS							No
(34) HAGGARD HAULING & RIGGI	CONTRIBUTING EMPLOYER	KS							No
(35) BURNS BOYS CO INC	CONTRIBUTING EMPLOYER	KS							No
(36) DOHERTY STEEL INC	CONTRIBUTING EMPLOYER	KS							No
(37) WESTERN CONSTRUCTION (OF KS)	CONTRIBUTING EMPLOYER	KS							No
(38) L G BARCUS AND SONS	CONTRIBUTING EMPLOYER	KS							No
(39) PRECISION CUTTING AND CORING	CONTRIBUTING EMPLOYER	KS							No
(40) SARENS NUCLEAR & INDUSTRIAL	CONTRIBUTING EMPLOYER	KS							No
(41) DUNCAN MACHINERY MOVERS INC	CONTRIBUTING EMPLOYER	KY							No
(42) TITAN STEEL	CONTRIBUTING EMPLOYER	MD							No
(43) IW DCNEW ENGLAND PENH&WANN	CONTRIBUTING EMPLOYER	MA							No
(44) IW LOCAL #25 FRINGE BENEFITS	CONTRIBUTING EMPLOYER	MI							No
(45) MIDWEST STEEL INC	CONTRIBUTING EMPLOYER	MI							No
(46) DURR SYSTEMS	CONTRIBUTING EMPLOYER	MI							No
(47) NATIONAL STEEL CITY	CONTRIBUTING EMPLOYER	MI							No
(48) MA MORTENSON CO	CONTRIBUTING EMPLOYER	MN							No
(49) LILJA CORP	CONTRIBUTING EMPLOYER	MN							No
(50) TWIN CITY IW FRINGE BENEFITS	CONTRIBUTING EMPLOYER	MN							No
(51) DANNY'S CONSTRUCTION CO	CONTRIBUTING EMPLOYER	MN							No
(52) REGER COMPANIES	CONTRIBUTING EMPLOYER	MN							No
(53) SUPERIOR STEEL ERECTORS LLC	CONTRIBUTING EMPLOYER	MN							No
(54) JD BISHOP CONSTRUCTION LLC	CONTRIBUTING EMPLOYER	MO							No
(55) LANE IRON WORKS	CONTRIBUTING EMPLOYER	MO							No
(56) I W ST LOUIS DISTRICT COUNCIL	CONTRIBUTING EMPLOYER	MO							No
(57) NATIONAL STEEL CONSTRUCTION	CONTRIBUTING EMPLOYER	MO							No
(58) AMERICAN IRON & GLASS	CONTRIBUTING EMPLOYER	MO							No
(59) RIVER CITY REBAR	CONTRIBUTING EMPLOYER	MO							No
(60) CLARKSON CONSTRUCTION	CONTRIBUTING EMPLOYER	MO							No
(61) BEN HUR CONSTRUCTION CO	CONTRIBUTING EMPLOYER	MO							No
(62) PJR & ASSOCIATES INC	CONTRIBUTING EMPLOYER	MO							No
(63) IMAGE STAFFING LLC	CONTRIBUTING EMPLOYER	MO							No
(64) ACME FENCE COMPANY	CONTRIBUTING EMPLOYER	MO							No
(65) E L CRAWFORD CONST INC	CONTRIBUTING EMPLOYER	MO							No
(66) UNITED REBAR INC	CONTRIBUTING EMPLOYER	MO							No
(67) ACME ERECTORS INC	CONTRIBUTING EMPLOYER	MO							No
(68) MCDONOUGH CONSTRUCTION RENTALS	CONTRIBUTING EMPLOYER	MO							No
(69) SUPERIOR RAIL SYSTEMS LLC	CONTRIBUTING EMPLOYER	MO							No
(70) BELGER CARTAGE SERV INC	CONTRIBUTING EMPLOYER	MO							No
(71) BUILDING ERECTION (RAYTOWN)	CONTRIBUTING EMPLOYER	MO							No
(72) REALM CONSTRUCTION INC	CONTRIBUTING EMPLOYER	MO							No
(73) IW EMPLOYEES BENEFIT CORP	CONTRIBUTING EMPLOYER	MO							No
(74) THREE FEATHERS CONSTRUCTION	CONTRIBUTING EMPLOYER	MO							No
(75) GEORGE SHAW CONSTRUCTION	CONTRIBUTING EMPLOYER	MO							No
(76) KISSICK CONSTRUCTION CO	CONTRIBUTING EMPLOYER	MO							No
(77) OLSENBEAL	CONTRIBUTING EMPLOYER	MO							No
(78) GRIFFITH STEEL ERECTION INC	CONTRIBUTING EMPLOYER	MO							No
(79) LEAVCON II INC	CONTRIBUTING EMPLOYER	MO							No
(80) SHARP ERECTORS LLC	CONTRIBUTING EMPLOYER	MO							No
(81) BERKEL AND CO	CONTRIBUTING EMPLOYER	MO							No
(82) RADMACHER BROS EXC CO	CONTRIBUTING EMPLOYER	MO							No
(83) A&H STEEL LLC	CONTRIBUTING EMPLOYER	MO							No
(84) ACME CONSTRUCTORSINC	CONTRIBUTING EMPLOYER	MO							No
(85) EPIC CONCRETE CONSTRUCTION	CONTRIBUTING EMPLOYER	MO							No
(86) HORTON STEEL LLC	CONTRIBUTING EMPLOYER	MO							No
(87) M BARQ REINFORCING INC	CONTRIBUTING EMPLOYER	MO							No
(88) MAR-JIM CONTRACTINGLLC	CONTRIBUTING EMPLOYER	MO							No
(89) SKYLINE STRUCTURAL STEEL	CONTRIBUTING EMPLOYER	MO							No
(90) URBANSKI BUILDERS	CONTRIBUTING EMPLOYER	MO							No
(91) MIDLAND STEEL ERECTION	CONTRIBUTING EMPLOYER	MO							No
(92) MASSMAN-CLARKSONJV	CONTRIBUTING EMPLOYER	MO							No
(93) IRONWORKERS LOCAL #10	CONTRIBUTING EMPLOYER	MO							No
(94) BLUE PEAKS INDUSTRIAL	CONTRIBUTING EMPLOYER	MO							No
(95) D & S FENCING CO INC	CONTRIBUTING EMPLOYER	MO							No
(96) PHYSICAL SECURITY LLC	CONTRIBUTING EMPLOYER	MO							No
(97) BLUE STAR ERECTORS LLC	CONTRIBUTING EMPLOYER	MO							No
(98) CONCORP INC	CONTRIBUTING EMPLOYER	MO							No
(99) MOMENTUM GLASS KANSAS CITY	CONTRIBUTING EMPLOYER	MO							No
(100) MO-KAN IRON WORKERS APPR	CONTRIBUTING EMPLOYER	MO							No
(101) NELSON REBAR INC	CONTRIBUTING EMPLOYER	MO							No
(102) COLLINS AND HERMANN INC	CONTRIBUTING EMPLOYER	MO							No
(103) J E DUNN CONST CO	CONTRIBUTING EMPLOYER	MO							No
(104) AUTOMATIC SYSTEMS INC	CONTRIBUTING EMPLOYER	MO							No
(105) MUSSELMAN & HALL CONTRACTORS	CONTRIBUTING EMPLOYER	MO							No
(106) LICO STEEL INC	CONTRIBUTING EMPLOYER	MO							No
(107) LIBERTY ERECTION INC	CONTRIBUTING EMPLOYER	MO							No
(108) D&K WELDING SERVICES INC	CONTRIBUTING EMPLOYER	MO							No
(109) ALBERICI CONSTRUCTORS INC	CONTRIBUTING EMPLOYER	MO							No
(110) MC INDUSTRIAL INC	CONTRIBUTING EMPLOYER	MO							No
(111) BHI SPECIALTY SERVICES LLC	CONTRIBUTING EMPLOYER	MO							No
(112) PHILLIPS HARDY	CONTRIBUTING EMPLOYER	MO							No
(113) BLACKFORD FOUNDATIONS INC	CONTRIBUTING EMPLOYER	MO							No
(114) ARCH CITY IRONWORKS	CONTRIBUTING EMPLOYER	MO							No
(115) SCHROFF INDUSTRIAL INC	CONTRIBUTING EMPLOYER	MO							No
(116) AQUILA INDUSTRIESLLC	CONTRIBUTING EMPLOYER	MO							No
(117) INTERNATIONAL INDUSTRIA	CONTRIBUTING EMPLOYER	MO							No
(118) IRON WORKERS LOCAL 60	CONTRIBUTING EMPLOYER	MO							No
(119) DYWIDAG	CONTRIBUTING EMPLOYER	MO							No
(120) IW MID-AMERICA PENSION FUND	CONTRIBUTING EMPLOYER	MO							No
(121) NORTHWEST STEEL ERECTION	CONTRIBUTING EMPLOYER	MO							No
(122) PIPING & EQUIPMENT COMPANY	CONTRIBUTING EMPLOYER	MO							No
(123) PULLMAN SST INC	CONTRIBUTING EMPLOYER	MO							No
(124) WHALEY STEEL CORP	CONTRIBUTING EMPLOYER	MO							No
(125) D2 EXCAVATING LLC	CONTRIBUTING EMPLOYER	MO							No
(126) IW LOCAL 5	CONTRIBUTING EMPLOYER	MO							No
(127) BSC STEEL INC	CONTRIBUTING EMPLOYER	MO							No
(128) KIEWIT POWER CONSTRUCTORS	CONTRIBUTING EMPLOYER	NE							No
(129) OMAHA CONSTRUCTION INDUSTRY	CONTRIBUTING EMPLOYER	NE							No
(130) DAVIS ERECTION	CONTRIBUTING EMPLOYER	NE							No
(131) PATRIOT CRANE AND RIGGING LLC	CONTRIBUTING EMPLOYER	NE							No
(132) IW LOCAL #6 PENSION & HEALTH	CONTRIBUTING EMPLOYER	NY							No
(133) IW DC OF WESTERN NEW YORK	CONTRIBUTING EMPLOYER	NY							No
(134) I W LOCAL 55	CONTRIBUTING EMPLOYER	OH							No
(135) GEM INDUSTRIAL INC	CONTRIBUTING EMPLOYER	OH							No
(136) ENERFAB POWER & INDUSTRIAL	CONTRIBUTING EMPLOYER	OH							No
(137) IW DCSOUTHERN OHIO & VICINITY	CONTRIBUTING EMPLOYER	OH							No
(138) IRONWORKERS LOCAL 207	CONTRIBUTING EMPLOYER	OH							No
(139) IRONWORKERS LOCAL 207 H&W	CONTRIBUTING EMPLOYER	OH							No
(140) IW LOCAL #17 FRINGE BENEFITS	CONTRIBUTING EMPLOYER	OH							No
(141) BUILDERS STEEL CO	CONTRIBUTING EMPLOYER	OK							No
(142) MID-SOUTH IRON WORKERS WELFARE	CONTRIBUTING EMPLOYER	OK							No
(143) WEST WIND REINFORCING LLC	CONTRIBUTING EMPLOYER	OR							No
(144) PULLMAN POWER PRODUCTS	CONTRIBUTING EMPLOYER	PA							No
(145) IW DC OF PHILADELPHIA & VICINI	CONTRIBUTING EMPLOYER	PA							No
(146) IW OF WESTERN PENNSYLVANIA	CONTRIBUTING EMPLOYER	PA							No
(147) AMERICAN BRIDGE COMPANY	CONTRIBUTING EMPLOYER	PA							No
(148) IW DC OF TENNESSEE VALLEY	CONTRIBUTING EMPLOYER	TN							No
(149) IRON WORKERS MID SOUTH	CONTRIBUTING EMPLOYER	TN							No
(150) SUPERIOR STEEL	CONTRIBUTING EMPLOYER	TN							No
(151) BARNHART CRANE & RIGGING	CONTRIBUTING EMPLOYER	TN							No
(152) IW DCTENNESSEE VALLEY TRUST	CONTRIBUTING EMPLOYER	TN							No
(153) IRONWORKERS LOCAL UNION 167	CONTRIBUTING EMPLOYER	TN							No
(154) AAA GLASS	CONTRIBUTING EMPLOYER	TN							No
(155) TEXAS IRONWORKERS TRUST FUNDS	CONTRIBUTING EMPLOYER	TX							No
(156) GENESYS GROUP LTD	CONTRIBUTING EMPLOYER	TX							No
(157) INTERMOUNTAIN IW TRUST FUNDS	CONTRIBUTING EMPLOYER	UT							No
(158) K&N STEEL	CONTRIBUTING EMPLOYER	UT							No
(159) PHOENIX HILL LLC	CONTRIBUTING EMPLOYER	VA							No
(160) NORTHWEST IRONWORKERS TRUST	CONTRIBUTING EMPLOYER	WA							No
(161) FOUST FAB & ERECTORS	CONTRIBUTING EMPLOYER	WA							No
(162) LUNDA CONSTRUCTION COMPANY	CONTRIBUTING EMPLOYER	WI							No
(163) THE BOLDT COMPANY	CONTRIBUTING EMPLOYER	WI							No
(164) RED CEDAR STEEL ERECTORS	CONTRIBUTING EMPLOYER	WI							No
(165) IW LOCAL 383 HEALTH	CONTRIBUTING EMPLOYER	WI							No
(166) IW LOCAL 8 WELFARE FUND	CONTRIBUTING EMPLOYER	WI							No

Schedule R (Form 990) 2023

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

o Sharing of paid employees with related organization(s) ............................

p Reimbursement paid to related organization(s) for expenses ............................

q Reimbursement paid by related organization(s) for expenses ............................

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved

Schedule R (Form 990) 2023

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) 2023

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference	Explanation

Schedule R (Form 990) 2023

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	7
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	0
5	Total number of individuals employed in calendar year 2023 (Part V, line 2a) ......	5	0
6	Total number of volunteers (estimate if necessary) .............	6	0
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	0	0
9	Program service revenue (Part VIII, line 2g) .........	14,510,829	19,454,051
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	405,690	700,228
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	803,999	1,094,942
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	15,720,518	21,249,221
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	0	0
14	Benefits paid to or for members (Part IX, column (A), line 4).....	17,021,512	15,928,234
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	0	0
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	1,134,891	1,263,140
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	18,156,403	17,191,374
19	Revenue less expenses. Subtract line 18 from line 12.......	-2,435,885	4,057,847
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	28,917,247	33,709,634
21	Total liabilities (Part X, line 26).............	368,919	262,227
22	Net assets or fund balances. Subtract line 21 from line 20.....	28,548,328	33,447,407

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )
	PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)		(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(1) DAVID E COLEMAN...................................................................... TRUSTEE	1.00 .................	X	X	0	0	0
(2) DANIEL ROACH...................................................................... TRUSTEE	1.00 .................	X		0	0	0
(3) DONALD E GREENWELL...................................................................... TRUSTEE	1.00 .................	X	X	0	0	0
(4) KEVIN KURITZ...................................................................... TRUSTEE	1.00 .................	X		0	0	0
(5) BRENT HERZBERG...................................................................... TRUSTEE	1.00 .................	X		0	0	0
(6) JEREMY EZZELL...................................................................... TRUSTEE	1.00 .................	X		0	0	0
(7) ROB CLEAVINGER...................................................................... TRUSTEE	1.00 .................	X		0	0	0

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	0	0	0

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0

1a	Federated campaigns..	1a
b	Membership dues..	1b
c	Fundraising events..	1c
d	Related organizations	1d
e	Government grants (contributions)	1e

f	All other contributions, gifts, grants, and similar amounts not included above	1f

g	Noncash contributions included in lines 1a - 1f:$	1g

h Total. Add lines 1a-1f.......

		Business Code
2a	EMPLOYER CONTRIBUTIONS	900099	18,336,952	18,336,952
b	PARTICIPANT CONTRIBUTIONS	900099	1,117,099	1,117,099
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		19,454,051

3 Investment income (including dividends, interest, and othersimilar amounts) ......			837,868			837,868
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c
d	Net rental income or (loss).......
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	22,972,617
b	Less: cost or other basis and sales expenses	7b	23,110,257
c	Gain or (loss)	7c	-137,640
d	Net gain or (loss).........			-137,640			-137,640
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..

Business Code
11a	REBATE INCOME		900099	1,089,091			1,089,091
b	OTHER INCOME		900099	5,851			5,851
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			1,094,942
12	Total revenue. See instructions.....			21,249,221	19,454,051	0	1,795,170

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......	15,928,234
5	Compensation of current officers, directors, trustees, and key employees ...........
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....
9	Other employee benefits .......
10	Payroll taxes ...........
11	Fees for services (non-employees):
a	Management ......	300,150
b	Legal .........	91,286
c	Accounting ...........	30,630
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	96,430
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	692,637
12	Advertising and promotion ....
13	Office expenses .......
14	Information technology ......
15	Royalties ..
16	Occupancy ...........
17	Travel ............
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..
23	Insurance ...	3,675
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	BANK FEES	23,387
b	OTHER	16,123
c	PCORI/REINSURANCE FEES	5,507
d	PRINTING AND POSTAGE	3,315
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	17,191,374
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........		838,472	1	743,687
2	Savings and temporary cash investments .........		3,512,812	2	6,625,912
3	Pledges and grants receivable, net ......			3
4	Accounts receivable, net .............		1,403,089	4	1,565,888
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
				5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
				6
7	Notes and loans receivable, net ...........			7
8	Inventories for sale or use ............			8
9	Prepaid expenses and deferred charges ......			9
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a
b	Less: accumulated depreciation	10b		10c
11	Investments—publicly traded securities .		22,886,817	11	24,272,426
12	Investments—other securities. See Part IV, line 11 .....			12
13	Investments—program-related. See Part IV, line 11 ..			13
14	Intangible assets ...............			14
15	Other assets. See Part IV, line 11 ...........		276,057	15	501,721
16	Total assets. Add lines 1 through 15 (must equal line 33)...		28,917,247	16	33,709,634

17	Accounts payable and accrued expenses .....		17
18	Grants payable ...		18
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	368,919	25	262,227
26	Total liabilities. Add lines 17 through 25..	368,919	26	262,227

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........		27
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....	0	29	0
30	Paid-in or capital surplus, or land, building or equipment fund ...	0	30	0
31	Retained earnings, endowment, accumulated income, or other funds	28,548,328	31	33,447,407
32	Total net assets or fund balances ...........	28,548,328	32	33,447,407
33	Total liabilities and net assets/fund balances ........	28,917,247	33	33,709,634