Edco Collaborative Welfare Benefit Trust: FY2020 Nonprofit Profile & Form 990 (EIN 04-6865190)

Revenue by fiscal year
FY2020	$124K
FY2021	$320K
FY2022	$237K
FY2022	$583K

Expenses by fiscal year
FY2020	$387K
FY2021	$382K
FY2022	$24K
FY2022	$8K

Net assets by fiscal year
FY2020	$2.3M
FY2021	$2.4M
FY2022	$2.3M
FY2022	$0

Is it real?

Yes. Exemption reinstated (2017-11-15). Per the IRS revocation list. Latest filing on record: FY2022.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

94 cents of each dollar spent went to programs.

94%

Program services 94% · $362K Management & general 6% · $25K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

1 person listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII

Boston Private Bank & Trust Co

Trustee

$0Pt VII · Sec A

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides welfare benefits to corporate employees and their families.

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Provided by the organization

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1 program · $362K · in their own filed words · FY2019

01

Provided welfare benefits to retired employees of the corporation and their dependents.

$362Kprogram expense

By the numbers

The FY2020 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$124K

Ln 12

Fees for servicesLn 2g$76K

Investment incomeLn 3$48K

Money outPt IX

$387K

Ln 25

Programscol B$362K

Managementcol C$25K

Owns and owesPt X

$2.3M

net assets · Ln 32

Cash and savingsLn 1–2$41K

Total assetsLn 16$2.3M

LiabilitiesLn 26$0

PeoplePt VI, VII

1

listed · VII A

PaidVII A0

Voting boardVI 1a1

IndependentVI 1b1

2In more detail

Revenue in detailPt VIII

Fees for servicesLn 2g$76K

Investment incomeLn 3$48K

Gains on assetsLn 7−$17K

Total revenueLn 12$124K

Assets in detailPt X, end of year

SavingsLn 2$41K

Cash and savings togetherLn 1–2$41K

InvestmentsLn 11–13$2.3M

Total assetsLn 16$2.3M

LiabilitiesLn 26$0

Net assetsLn 32$2.3M

OperationsPt I, VI

EmployeesI 50

VolunteersI 60

Fiscal year endsHeaderJune

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13No

Records policyVI 14No

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY20	End FY20
Cash and savingsLn 1–2	$109K	$41K
InvestmentsLn 11–13	$2.3M	$2.3M
Total assetsLn 16	$2.4M	$2.3M
LiabilitiesLn 26	$0	$0
Net assetsLn 32	$2.4M	$2.3M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Investment management feesLn 11f	$23K	$0	$23K	$0
InterestLn 20	$2K	$0	$2K	$0
Other expenses (24a–d)Ln 24	$362K	$362K	$0	$0
Total functional expensesLn 25	$387K	$362K	$25K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2022	$237K	$24K	$213K	$2.3M	990 PDF
FY2021	$320K	$382K	−$62K	$2.4M	990 PDF
FY2020 Viewing	$124K	$387K	−$262K	$2.3M	990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

See the full FY2020 990 (6 parts)

Part I · Summary $124,439 revenue, 12 lines filed

I-8 Contributions and grants$0

I-9 Program service revenuePrior year $204,279$76,402

I-10 Investment incomePrior year $240,402$48,037

I-11 Other revenue$0

I-12 Total revenuePrior year $444,681$124,439

I-13 Grants and similar amounts paid$0

I-14 Benefits paid to members$0

I-15 Salaries and benefits$0

I-16a Professional fundraising fees$0

I-17 Other expensesPrior year $359,753$386,840

I-18 Total expensesPrior year $359,753$386,840

I-19 Revenue less expensesPrior year $84,928−$262,401

Part VI · Governance 1 of 1 board members independent, 3 to look at

VI-1a Voting members of the governing body1

VI-1b Independent voting members1

VI-13 Written whistleblower policyNo

VI-14 Document retention and destruction policyNo

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

Part VIII · Statement of revenue $124,439 across 4 lines filed

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Unrelated business $0 · Excluded from tax $0$76,402

VIII-3 Investment incomeUnrelated business $0 · Excluded from tax $65,154$65,154

VIII-7 Net gain or loss on sales of assetsRelated to mission $0 · Unrelated business $0 · Excluded from tax −$17,117−$17,117

VIII-12 Total revenueRelated to mission $76,402 · Unrelated business $0 · Excluded from tax $48,037$124,439

Part IX · Statement of functional expenses $386,840 across 3 lines filed

IX-11f Investment management feesPrograms $0 · Management $22,678 · Fundraising $0$22,678

IX-20 InterestPrograms $0 · Management $1,860 · Fundraising $0$1,860

IX-24 Other expenses (24a–d)Programs $362,302 · Management $0 · Fundraising $0$362,302

IX-25 Total functional expensesPrograms $362,302 · Management $24,538 · Fundraising $0$386,840

Part X · Balance sheet $2,320,183 assets, 7 lines filed

X-2 Savings and temporary cash investmentsStart of year $108,908$40,622

X-11 Publicly traded securitiesStart of year $2,338,542$2,279,561

X-16 Total assetsStart of year $2,447,450$2,320,183

X-26 Total liabilitiesStart of year $0$0

X-27 Net assets without donor restrictionsStart of year $2,447,450$2,320,183

X-32 Total net assets or fund balancesStart of year $2,447,450$2,320,183

X-33 Total liabilities and net assetsStart of year $2,447,450$2,320,183

Part XI · Reconciliation of net assets $2,320,183 net assets at year end

XI-1 Total revenue$124,439

XI-2 Total expenses$386,840

XI-3 Revenue less expenses−$262,401

XI-4 Net assets at start of year$2,447,450

XI-5 Net unrealized gains (losses) on investments$135,134

XI-10 Net assets at end of year$2,320,183

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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Edco Collaborative Welfare Benefit Trust FY2020 filing

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