Civic Intelligence

Hoisting and Portable Engineers Local 4 Apprentice & Training Fund

990 • Fiscal year 2020 • EIN 04-2326141

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

One Engineers WayCanton, MA 02021

(781) 821-0306

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

19th percentile

0.01x

Higher debt load relative to assets than 19% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.02x

Higher debt load relative to revenue than 15% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

68th percentile

14%

Higher net margin than 68% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

86th percentile

$270,769

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 6.5% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

58th percentile

9.3%

Faster asset growth than 58% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

35th percentile

-5.1%

Faster revenue growth than 35% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Assets

Up

$8,334,359

Up $709,079 (+9.3%) from 2019

Net Assets

Up

$8,232,532

Up $716,590 (+9.5%) from 2019

Liabilities

Down

$101,827

Down $7,511 (-6.9%) from 2019

Revenue

Down

$4,151,380

Down $222,578 (-5.1%) from 2019

Expenses

Up

$3,578,443

Up $111,953 (+3.2%) from 2019

Net Income

Down

$572,937

Down $334,531 (-37%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2010: $2,800,461Liabilities 2010: $99,157Net Assets 2010: $2,701,3042010Assets 2011: $3,192,400Liabilities 2011: $68,276Net Assets 2011: $3,124,1242011Assets 2012: $3,513,287Liabilities 2012: $41,612Net Assets 2012: $3,471,6752012Assets 2013: $3,816,230Liabilities 2013: $88,316Net Assets 2013: $3,727,9142013Assets 2014: $4,321,862Liabilities 2014: $101,379Net Assets 2014: $4,220,4832014Assets 2015: $4,912,275Liabilities 2015: $86,130Net Assets 2015: $4,826,1452015Assets 2016: $5,712,015Liabilities 2016: $119,867Net Assets 2016: $5,592,1482016Assets 2017: $6,169,597Liabilities 2017: $135,800Net Assets 2017: $6,033,7972017Assets 2018: $6,595,655Liabilities 2018: $146,223Net Assets 2018: $6,449,4322018Assets 2019: $7,625,280Liabilities 2019: $109,338Net Assets 2019: $7,515,9422019Assets 2020: $8,334,359Liabilities 2020: $101,827Net Assets 2020: $8,232,5322020Assets 2021: $8,832,377Liabilities 2021: $85,211Net Assets 2021: $8,747,1662021Assets 2022: $9,433,690Liabilities 2022: $59,272Net Assets 2022: $9,374,4182022Assets 2023: $10,517,763Liabilities 2023: $98,135Net Assets 2023: $10,419,6282023Assets 2024: $11,272,449Liabilities 2024: $108,286Net Assets 2024: $11,164,1632024

Highlighted filing

2020

Assets$8,334,359
Liabilities$101,827
Net Assets$8,232,532

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0Expenses 2010: $2,050,4882010Expenses 2011: $1,985,8512011Expenses 2012: $2,102,4822012Revenue 2013: $2,498,957Expenses 2013: $2,263,534Net Income 2013: $235,4232013Revenue 2014: $2,700,727Expenses 2014: $2,293,949Net Income 2014: $406,7782014Revenue 2015: $3,150,598Expenses 2015: $2,523,960Net Income 2015: $626,6382015Revenue 2016: $3,404,990Expenses 2016: $2,678,169Net Income 2016: $726,8212016Revenue 2017: $3,528,480Expenses 2017: $3,161,145Net Income 2017: $367,3352017Revenue 2018: $3,902,658Expenses 2018: $3,388,671Net Income 2018: $513,9872018Revenue 2019: $4,373,958Expenses 2019: $3,466,490Net Income 2019: $907,4682019Revenue 2020: $4,151,380Expenses 2020: $3,578,443Net Income 2020: $572,9372020Revenue 2021: $4,420,891Expenses 2021: $4,018,045Net Income 2021: $402,8462021Revenue 2022: $4,835,716Expenses 2022: $3,915,463Net Income 2022: $920,2532022Revenue 2023: $4,954,372Expenses 2023: $4,101,449Net Income 2023: $852,9232023Revenue 2024: $4,855,880Expenses 2024: $4,291,474Net Income 2024: $564,4062024

Highlighted filing

2020

Revenue$4,151,380
Expenses$3,578,443
Net Income$572,937
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.1
Gross Receipts
$4,151,380
Mission and Program Overview

Mission

TRAINING APPRENTICES

To provide training, skill improvement, and safety education to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$7,515,942$8,232,532▲ $716,590
Savings and Temporary Cash Investments$2,868,016$3,343,146▲ $475,130
Land, Buildings, and Equipment, Net$2,350,688$1,810,754▼ $539,934
Investments Other Securities$1,246,432$1,334,943▲ $88,511
Cash and Non-Interest-Bearing Accounts$361,648$884,561▲ $522,913
Investments in Publicly Traded Securities$392,681$570,803▲ $178,122
Accounts Receivable$392,719$380,932▼ $11,787
Prepaid Expenses and Deferred Charges$13,096$9,220▼ $3,876
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$7,625,280$8,334,359▲ $709,079
Liabilities
Accounts Payable and Accrued Expenses$109,338$101,827▼ $7,511
Total Liabilities$109,338$101,827▼ $7,511
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,515,942$8,232,532▲ $716,590
Total Liabilities and Net Assets / Fund Balance$7,625,280$8,334,359▲ $709,079

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$946,855$3,750,044$4,696,899
Buildings$335,737$1,691,210$2,026,947
Other Land Buildings$230,639$321,743$552,382
Leasehold Improvements$141,235$262,321$403,556
Land$156,288-$156,288
Other Securities$1,334,943--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas McevoyTraining InstructorFT$162,789$94,335$257,124
Peter CarpenterTraining InstructorFT$146,513$88,291$234,804
Andrew FranzienTraining InstructorFT$142,230$86,819$229,049
John Gaffny JrTraining Director Thru 8/20FT$153,363$68,130$221,493
Michele MaimoneAdministrativeFT$138,076$52,334$190,410
Michael CareyTraining Director Eff 8/20FT$87,806$42,842$130,648

Board Members and Trustees

NameTitle
Gary SpencerEmployer Trustee
John RomaEmployer Trustee
Thomas RussoEmployer Trustee
Edward G MclaughlinUnion Trustee
Stephen TappinUnion Trustee
David F FantiniUnion Trustee Eff 12/20
Micharl BowesUnion Trustee Thru 12/20
Gregory a GeimanFund Administrator Eff 7/20
Gina AlongiFund Administrator Thru 7/20
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,061,352
Investment Income
$73,769
Other Revenue
$16,259
Change in Net Assets
$572,937

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,149,152
Revenue Not Reported on Financial Statements
$2,228
Revenue Not Reported on Form 990
$143,653
Total Revenue per Audited Statements
$4,292,805
Total Revenue per Form 990
$4,151,380
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,044,250
Other Expenses$1,534,193
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$995,064--$995,064
Depreciation Depletion$596,790$1,023-$597,813
Pension Plan Contributions$403,185--$403,185
Current Officers, Directors, Trustees, and Key Employees$352,141--$352,141
Other Employee Benefits$189,746--$189,746
Occupancy$159,180$3,466-$162,646
Office Expenses$150,683$11,038-$161,721
Insurance$105,413$8,243-$113,656
Payroll Taxes$104,114--$104,114
Information Technology$30,120$27,836-$57,956
Other Expenses$56,448$1,094-$57,542
All Other Expenses$54,119--$54,119
Fees for Services Legal-$25,118-$25,118
Fees for Services Accounting-$21,750-$21,750
Travel$14,940--$14,940
Fees for Service Investment Mgmnt Fees-$2,228-$2,228
Fees for Services Other-$1,380-$1,380
Conferences and Meetings-$405-$405
Total Functional Expenses$3,383,803$194,640$0$3,578,443

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,578,443
Expenses per Audited Statements$3,576,215
Total Expenses per Audited Statements$3,576,215
Expenses Not Reported on Financial Statements$2,228
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Kimberly MclaughlinFamily MemberPayroll and BenefitsNo$125,969
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

The plan is jointly administered by trustees who are appointed by the business manager of the union and by employer associations. Whenever any vacancies occur among the employer trustees, successor trustees are appointed by the employer associations.

Form 990, Part VI, Section B, Line 11B

The form 990 was prepared in coordination with the fund administrator and controller of the organization. Once completed, the form was provided to trustees of the organization prior to submission.

Form 990, Part VI, Section B, Line 12

Periodic reviews of the conflict of interest policy shall be performed.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, policies and financial statements are available to all participants upon request. Documents are available to the public to the extent required by law.

Filing and Contact Details

Filer

Filer Name
Hoisting and Portable Engineers Local 4
EIN
04-2326141
Phone
7818210306
Address
ONE ENGINEERS WAY, CANTON, MA 02021

Signing Officer

Name
Michael J Carey
Title
Training Director
Phone
7818210306
Signed
2021-11-12
Discuss with paid preparer
Yes

Organization Details

Formed
1963
Legal Domicile
Ma
Voting Board Members
6
Independent Board Members
6
Employees
22
Volunteers
0

Preparer

Firm
Schultheis & Panettieri Llp
Address
450 WIRELESS BLVD, HAUPPAUGE, NY 11788
Preparer
Carol Westfall
Phone
6312734778
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IRS990/Form990PartVIISectionAGrp/TitleTxt8FUND ADMINISTRATOR THRU 7/20
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRAINING DIRECTOR EFF 8/20
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRAINING DIRECTOR THRU 8/20
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRAINING INSTRUCTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRAINING INSTRUCTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRAINING INSTRUCTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14ADMINISTRATIVE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01963
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt04151380
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt05
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt027836
IRS990/InformationTechnologyGrp/ProgramServicesAmt030120
IRS990/InformationTechnologyGrp/TotalAmt057956
IRS990/InsuranceGrp/ManagementAndGeneralAmt08243
IRS990/InsuranceGrp/ProgramServicesAmt0105413
IRS990/InsuranceGrp/TotalAmt0113656
IRS990/InvestmentIncomeGrp/ExclusionAmt073769
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt073769
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01246432
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01334943
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0392681
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0570803
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06025318
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02350688
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01810754
IRS990/LandBldgEquipCostOrOtherBssAmt07836072
IRS990/LegalDomicileStateCd0MA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE TRAINING, SKILL IMPROVEMENT, AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07515942
IRS990/NetAssetsOrFundBalancesEOYAmt08232532
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0143653
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt03466
IRS990/OccupancyGrp/ProgramServicesAmt0159180
IRS990/OccupancyGrp/TotalAmt0162646
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011038
IRS990/OfficeExpensesGrp/ProgramServicesAmt0150683
IRS990/OfficeExpensesGrp/TotalAmt0161721
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0189746
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0189746
IRS990/OtherExpensesGrp/Desc0FUEL & UTILITIES
IRS990/OtherExpensesGrp/Desc1REIMB P/R, PR TAX & BEN
IRS990/OtherExpensesGrp/Desc2MATERIAL & SUPPLIES
IRS990/OtherExpensesGrp/Desc3REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt091059
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11094
IRS990/OtherExpensesGrp/ProgramServicesAmt0103449
IRS990/OtherExpensesGrp/ProgramServicesAmt168411
IRS990/OtherExpensesGrp/ProgramServicesAmt256448
IRS990/OtherExpensesGrp/TotalAmt0103449
IRS990/OtherExpensesGrp/TotalAmt191059
IRS990/OtherExpensesGrp/TotalAmt268411
IRS990/OtherExpensesGrp/TotalAmt357542
IRS990/OtherRevenueMiscGrp/BusinessCd0237310
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt016259
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt016259
IRS990/OtherRevenueTotalAmt016259
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0995064
IRS990/OtherSalariesAndWagesGrp/TotalAmt0995064
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0104114
IRS990/PayrollTaxesGrp/TotalAmt0104114
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0403185
IRS990/PensionPlanContributionsGrp/TotalAmt0403185
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt013096
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09220
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0237310
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04061352
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04061352
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt086089
IRS990/PYOtherExpensesAmt01380460
IRS990/PYOtherRevenueAmt04320
IRS990/PYProgramServiceRevenueAmt04283549
IRS990/PYRevenuesLessExpensesAmt0907468
IRS990/PYSalariesCompEmpBnftPaidAmt02086030
IRS990/PYTotalExpensesAmt03466490
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04373958
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0572937
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt07515942
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt08232532
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02868016
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03343146
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0335737
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01691210
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02026947
IRS990ScheduleD/EquipmentGrp/BookValueAmt0946855
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03750044
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt04696899
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt02228
IRS990ScheduleD/ExpensesSubtotalAmt03576215
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt02228
IRS990ScheduleD/InvestmentExpensesNotIncldAmt02228
IRS990ScheduleD/LandGrp/BookValueAmt0156288
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0156288
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0141235
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0262321
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0403556
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0143653
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0230639
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0321743
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0552382
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01334943
IRS990ScheduleD/OtherSecuritiesGrp/Desc0BNYM CREDIT BOND INDEX FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0143653
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt02228
IRS990ScheduleD/RevenueSubtotalAmt04149152
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01810754
IRS990ScheduleD/TotalBookValueSecuritiesAmt01334943
IRS990ScheduleD/TotalExpensesPerForm990Amt03578443
IRS990ScheduleD/TotalRevenuePerForm990Amt04151380
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04292805
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03576215
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd00
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd00
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE NONDISCRIMINATORY POLICY IS ON THE PLAN'S WEBSITE.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1(B) NO SCHOLARSHIPS OR FINANCIAL ASSISTANCE (D) NO CONTRIBUTIONS ARE SOLICITED
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2153363

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.3$0.11$11.2$4.86$4.29$0.56
2023Detailed filing. Detailed filing data is available for this year.$10.5$0.10$10.4$4.95$4.10$0.85
2022Detailed filing. Detailed filing data is available for this year.$9.43$0.06$9.37$4.84$3.92$0.92
2021Detailed filing. Detailed filing data is available for this year.$8.83$0.09$8.75$4.42$4.02$0.40
2020Detailed filing. Detailed filing data is available for this year.$8.33$0.10$8.23$4.15$3.58$0.57
2019Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$7.63$0.11$7.52$4.37$3.47$0.91
2018Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$6.60$0.15$6.45$3.90$3.39$0.51
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$6.17$0.14$6.03$3.53$3.16$0.37
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.71$0.12$5.59$3.40$2.68$0.73
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$4.91$0.09$4.83$3.15$2.52$0.63
2014Detailed filing. Detailed filing data is available for this year.$4.32$0.10$4.22$2.70$2.29$0.41
2013Detailed filing. Detailed filing data is available for this year.$3.82$0.09$3.73$2.50$2.26$0.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.51$0.04$3.47$2.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.19$0.07$3.12$1.99
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.80$0.10$2.70$2.05