Civic Intelligence

Hoisting and Portable Engineers Local 4 Apprentice & Training Fund

990 • Fiscal year 2023 • EIN 04-2326141

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 29, 2024

Organization ProfileN/A
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

15th percentile

0.01x

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

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

11th percentile

0.02x

Higher debt load relative to revenue than 11% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

73rd percentile

17%

Higher net margin than 73% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

80th percentile

$317,137

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 6.4% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

65th percentile

11%

Faster asset growth than 65% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

44th percentile

2.5%

Faster revenue growth than 44% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$10,517,763

Up $1,084,073 (+11%) from 2022

Net Assets

Up

$10,419,628

Up $1,045,210 (+11%) from 2022

Liabilities

Up

$98,135

Up $38,863 (+66%) from 2022

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin73rd percentile

Revenue

Up

$4,954,372

Up $118,656 (+2.5%) from 2022

Expenses

Up

$4,101,449

Up $185,986 (+4.8%) from 2022

Net Income

Down

$852,923

Down $67,330 (-7.3%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

2023

Assets$10,517,763
Liabilities$98,135
Net Assets$10,419,628
Open 2023 Filing

Operations Trend

Revenue Growth44th percentile

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

2023

Revenue$4,954,372
Expenses$4,101,449
Net Income$852,923
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 29, 2024
Return Version
2023v5.1
Gross Receipts
$4,954,372
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$9,374,418$10,419,628▲ $1,045,210
Savings and Temporary Cash Investments$4,454,071$5,121,910▲ $667,839
Land, Buildings, and Equipment, Net$1,962,860$1,932,624▼ $30,236
Investments Other Securities$1,199,968$1,282,528▲ $82,560
Cash and Non-Interest-Bearing Accounts$706,395$940,302▲ $233,907
Investments in Publicly Traded Securities$601,126$758,856▲ $157,730
Accounts Receivable$494,383$449,633▼ $44,750
Prepaid Expenses and Deferred Charges$14,887$31,910▲ $17,023
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$9,433,690$10,517,763▲ $1,084,073
Liabilities
Accounts Payable and Accrued Expenses$59,272$98,135▲ $38,863
Total Liabilities$59,272$98,135▲ $38,863
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,374,418$10,419,628▲ $1,045,210
Total Liabilities and Net Assets / Fund Balance$9,433,690$10,517,763▲ $1,084,073

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,292,260$4,719,555$6,011,815
Buildings$229,596$1,797,351$2,026,947
Other Land Buildings$180,942$482,961$663,903
Leasehold Improvements$73,538$330,018$403,556
Land$156,288-$156,288
Other Securities$1,282,528--
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael CareyTraining DirectorFT$241,842$65,382$307,224
Peter GardinerTraining InstructorFT$212,112$68,275$280,387
Peter CarpenterTraining InstructorFT$197,922$66,704$264,626
Thomas McevoyTraining InstructorFT$196,873$65,732$262,605
William JusczakTraining InstructorFT$182,253$65,116$247,369
Andrew FranzenTraining InstructorFT$172,265$62,585$234,850
Michele MaimoneAdministrativeFT$168,321$61,537$229,858
Stephen TappinUnion Trustee-$1,022-$1,022

Board Members and Trustees

NameTitle
Gary SpencerEmployer Trustee
John RomaEmployer Trustee
Thomas RussoEmployer Trustee
David F FantiniUnion Trustee
Edward G MclaughlinUnion Trustee
Gregory a GeimanFund Administrator
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,690,356
Investment Income
$264,016
Other Revenue
$0
Change in Net Assets
$852,923

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,952,012
Revenue Not Reported on Financial Statements
$2,360
Revenue Not Reported on Form 990
$192,287
Total Revenue per Audited Statements
$5,144,299
Total Revenue per Form 990
$4,954,372
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,376,388
Other Expenses$1,725,061
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,410,606--$1,410,606
Depreciation Depletion$483,994$154-$484,148
Pension Plan Contributions$354,381--$354,381
Current Officers, Directors, Trustees, and Key Employees$311,114--$311,114
Other Employee Benefits$177,699--$177,699
Occupancy$154,422$3,631-$158,053
Office Expenses$112,896$16,740-$129,636
Payroll Taxes$122,588--$122,588
Other Expenses$147,030$107,142-$107,142
Insurance$85,814$18,585-$104,399
All Other Expenses$90,335--$90,335
Information Technology$26,380$20,068-$46,448
Fees for Services Accounting-$32,000-$32,000
Travel$21,281--$21,281
Conferences and Meetings$15,697$144-$15,841
Fees for Services Legal-$13,313-$13,313
Fees for Service Investment Mgmnt Fees-$2,360-$2,360
Total Functional Expenses$3,885,622$215,827$0$4,101,449

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,101,449
Expenses per Audited Statements$4,099,089
Total Expenses per Audited Statements$4,099,089
Expenses Not Reported on Financial Statements$2,360
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
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
Yes
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 12C

“As required by the fund's policy and by erisa, officers, directors, and key employees have a continuous obligation to report potential conflicts of interest.”

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 Carey
Title
Training Director
Phone
7818210306
Signed
2024-10-29
Discuss with paid preparer
Yes

Organization Details

Formed
1963
Legal Domicile
Ma
Voting Board Members
6
Independent Board Members
6
Employees
20
Volunteers
0

Preparer

Firm
Schultheis & Panettieri Llp
Address
450 WIRELESS BLVD, HAUPPAUGE, NY 11788
Preparer
Carol Westfall
Phone
6312734778
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt04954372
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt07
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt020068
IRS990/InformationTechnologyGrp/ProgramServicesAmt026380
IRS990/InformationTechnologyGrp/TotalAmt046448
IRS990/InsuranceGrp/ManagementAndGeneralAmt018585
IRS990/InsuranceGrp/ProgramServicesAmt085814
IRS990/InsuranceGrp/TotalAmt0104399
IRS990/InvestmentIncomeGrp/ExclusionAmt0264016
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0264016
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01199968
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01282528
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0601126
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0758856
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt07329885
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01962860
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01932624
IRS990/LandBldgEquipCostOrOtherBssAmt09262509
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/NetAssetsOrFundBalancesBOYAmt09374418
IRS990/NetAssetsOrFundBalancesEOYAmt010419628
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0192287
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt03631
IRS990/OccupancyGrp/ProgramServicesAmt0154422
IRS990/OccupancyGrp/TotalAmt0158053
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt016740
IRS990/OfficeExpensesGrp/ProgramServicesAmt0112896
IRS990/OfficeExpensesGrp/TotalAmt0129636
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0177699
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0177699
IRS990/OtherExpensesGrp/Desc0REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc1OTHER
IRS990/OtherExpensesGrp/Desc2FUEL & UTILITIES
IRS990/OtherExpensesGrp/Desc3REIMB P/R, PR TAX & BEN
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01690
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1107142
IRS990/OtherExpensesGrp/ProgramServicesAmt0209027
IRS990/OtherExpensesGrp/ProgramServicesAmt1162358
IRS990/OtherExpensesGrp/ProgramServicesAmt2147030
IRS990/OtherExpensesGrp/TotalAmt0210717
IRS990/OtherExpensesGrp/TotalAmt1162358
IRS990/OtherExpensesGrp/TotalAmt2147030
IRS990/OtherExpensesGrp/TotalAmt3107142
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01410606
IRS990/OtherSalariesAndWagesGrp/TotalAmt01410606
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0122588
IRS990/PayrollTaxesGrp/TotalAmt0122588
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0354381
IRS990/PensionPlanContributionsGrp/TotalAmt0354381
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt014887
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt031910
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0237310
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04690356
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04690356
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt090283
IRS990/PYOtherExpensesAmt01605701
IRS990/PYOtherRevenueAmt02809
IRS990/PYProgramServiceRevenueAmt04742624
IRS990/PYRevenuesLessExpensesAmt0920253
IRS990/PYSalariesCompEmpBnftPaidAmt02309762
IRS990/PYTotalExpensesAmt03915463
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04835716
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0852923
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt09374418
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt010419628
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04454071
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05121910
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0229596
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01797351
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02026947
IRS990ScheduleD/EquipmentGrp/BookValueAmt01292260
IRS990ScheduleD/EquipmentGrp/DepreciationAmt04719555
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt06011815
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt02360
IRS990ScheduleD/ExpensesSubtotalAmt04099089
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt02360
IRS990ScheduleD/InvestmentExpensesNotIncldAmt02360
IRS990ScheduleD/LandGrp/BookValueAmt0156288
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0156288
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt073538
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0330018
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0403556
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0192287
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0180942
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0482961
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0663903
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01282528
IRS990ScheduleD/OtherSecuritiesGrp/Desc0BNYM CREDIT BOND INDEX FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0192287
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt02360
IRS990ScheduleD/RevenueSubtotalAmt04952012
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01932624
IRS990ScheduleD/TotalBookValueSecuritiesAmt01282528
IRS990ScheduleD/TotalExpensesPerForm990Amt04101449
IRS990ScheduleD/TotalRevenuePerForm990Amt04954372
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05144299
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04099089
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/BaseCompensationFilingOrgAmt1241842
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2212112
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3197922
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt4196873
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt5182253
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt6172265
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt7168321
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount60

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,517,763
Liabilities
$98,135
Net assets
$10,419,628
Revenue
$4,954,372
Expenses
$4,101,449
Net income
$852,923
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • $10M-$25M nonprofits