Civic Intelligence

Paul Collins Jr Scholarship Plan

990 • Fiscal year 2018 • EIN 11-3281606

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 11, 2019

Organization ProfileN/A

View Organization Page

50-02 5th Street Ste ALong Island City, NY 11101

(718) 937-4514

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.02x

Higher debt load relative to assets than 53% of similar nonprofits.

2018 filings • NTEE B • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

74th percentile

0.10x

Higher debt load relative to revenue than 74% of similar nonprofits.

2018 filings • NTEE B • $500k-$1M nonprofits • Source year 2018

Net Margin

78th percentile

26%

Higher net margin than 78% of similar nonprofits.

2018 filings • NTEE B • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

96th percentile

$176,305

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 127.5% of source-year revenue.

2018 filings • NTEE B • $500k-$1M nonprofits • Source year 2018

Asset Growth

31st percentile

-3.7%

Faster asset growth than 31% of similar nonprofits.

2018 filings • NTEE B • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

74th percentile

22%

Faster revenue growth than 74% of similar nonprofits.

2018 filings • NTEE B • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$678,689

Down $25,993 (-3.7%) from 2017

Net Assets

Down

$664,872

Down $24,048 (-3.5%) from 2017

Liabilities

Down

$13,817

Down $1,945 (-12%) from 2017

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin78th percentile

Revenue

Up

$138,297

Up $25,254 (+22%) from 2017

Expenses

Up

$102,391

Up $4,930 (+5.1%) from 2017

Net Income

Up

$35,906

Up $20,324 (+130%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$800K$600K$400K$200K$0Assets 2010: $445,937Liabilities 2010: $7,316Net Assets 2010: $438,6212010Assets 2011: $481,294Liabilities 2011: $12,114Net Assets 2011: $469,1802011Assets 2012: $516,459Liabilities 2012: $8,750Net Assets 2012: $507,7092012Assets 2013: $620,034Liabilities 2013: $8,500Net Assets 2013: $611,5342013Assets 2014: $623,298Liabilities 2014: $12,518Net Assets 2014: $610,7802014Assets 2015: $612,312Liabilities 2015: $15,914Net Assets 2015: $596,3982015Assets 2016: $645,224Liabilities 2016: $11,393Net Assets 2016: $633,8312016Assets 2017: $704,682Liabilities 2017: $15,762Net Assets 2017: $688,9202017Assets 2018: $678,689Liabilities 2018: $13,817Net Assets 2018: $664,8722018Assets 2019: $691,816Liabilities 2019: $13,250Net Assets 2019: $678,5662019Assets 2020: $630,309Liabilities 2020: $14,250Net Assets 2020: $616,0592020Assets 2021: $620,475Liabilities 2021: $15,750Net Assets 2021: $604,7252021Assets 2022: $626,189Liabilities 2022: $22,249Net Assets 2022: $603,9402022Assets 2023: $639,328Liabilities 2023: $28,417Net Assets 2023: $610,9112023Assets 2024: $659,126Liabilities 2024: $34,019Net Assets 2024: $625,1072024

Highlighted filing

2018

Assets$678,689
Liabilities$13,817
Net Assets$664,872
Open 2018 Filing

Operations Trend

Revenue Growth74th percentile

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

$200K$100K$0-$100KExpenses 2010: $52,9162010Revenue 2011: $78,037Expenses 2011: $47,478Net Income 2011: $30,5592011Revenue 2012: $73,782Expenses 2012: $55,901Net Income 2012: $17,8812012Revenue 2013: $106,712Expenses 2013: $70,770Net Income 2013: $35,9422013Revenue 2014: $185,701Expenses 2014: $80,296Net Income 2014: $105,4052014Revenue 2015: $90,532Expenses 2015: $90,795Net Income 2015: -$2632015Revenue 2016: $97,276Expenses 2016: $94,592Net Income 2016: $2,6842016Revenue 2017: $113,043Expenses 2017: $97,461Net Income 2017: $15,5822017Revenue 2018: $138,297Expenses 2018: $102,391Net Income 2018: $35,9062018Revenue 2019: $117,107Expenses 2019: $103,294Net Income 2019: $13,8132019Revenue 2020: $34,643Expenses 2020: $94,494Net Income 2020: -$59,8512020Revenue 2021: $95,271Expenses 2021: $108,438Net Income 2021: -$13,1672021Revenue 2022: $102,803Expenses 2022: $106,244Net Income 2022: -$3,4412022Revenue 2023: $99,494Expenses 2023: $113,229Net Income 2023: -$13,7352023Revenue 2024: $96,573Expenses 2024: $111,447Net Income 2024: -$14,8742024

Highlighted filing

2018

Revenue$138,297
Expenses$102,391
Net Income$35,906
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 11, 2019
Return Version
2018v3.1
Gross Receipts
$992,576
Mission and Program Overview

Mission

The purpose of the plan is to provide scholarships to eligible participants for undergraduate tuition in an accredited college or university. Scholarship benefits are determined by the plan's trustees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$688,920$664,872▼ $24,048
Investments in Publicly Traded Securities$645,553$599,495▼ $46,058
Savings and Temporary Cash Investments$40,011$47,347▲ $7,336
Cash and Non-Interest-Bearing Accounts$5,505$19,142▲ $13,637
Accounts Receivable$4,400$5,138▲ $738
Land, Buildings, and Equipment, Net$3,895$2,249▼ $1,646
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$704,682$678,689▼ $25,993
Other Assets Total$5,318$5,318→ $0
Liabilities
Accounts Payable and Accrued Expenses$15,762$13,817▼ $1,945
Total Liabilities$15,762$13,817▼ $1,945
Net Assets / Fund Balance
Total Net Assets Fund Balance$688,920$664,872▼ $24,048
Total Liabilities and Net Assets / Fund Balance$704,682$678,689▼ $25,993

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$1,953$3,905$5,858
Equipment$296$4,745$5,041
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleOtherTotal
Russell Capaldounion trustee$2,070$2,070

Board Members and Trustees

NameTitle
Jonathan BragoliEmplyr Trustee
Kevin GoingEmplyr Trustee
Shanna PerasEmplyr Trustee
Dante Dano JrUnion Trustee
George LseniorjrUnion Trustee
richard basultoassociate admin
Revenue and Support

Revenue Composition

Contributions and Grants
$551
Program Service Revenue
$33,553
Investment Income
$44,589
Other Revenue
$59,604
All Other Contributions
$551
Change in Net Assets
$35,906

Audited Revenue Reconciliation

Revenue per Audited Statements
$131,161
Revenue Not Reported on Financial Statements
$7,136
Revenue Not Reported on Form 990
$-59,954
Total Revenue per Audited Statements
$71,207
Total Revenue per Form 990
$138,297
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$48,391
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$54,000--$54,000
Other Expenses-$22,271-$22,271
Fees for Services Accounting-$10,000-$10,000
Fees for Service Investment Mgmnt Fees-$7,136-$7,136
Fees for Services Legal-$3,030-$3,030
Fees for Services Other-$2,000-$2,000
Occupancy-$1,904-$1,904
Depreciation Depletion-$1,645-$1,645
Office Expenses-$405-$405
Total Functional Expenses$54,000$48,391$0$102,391

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$102,391
Expenses per Audited Statements$95,255
Total Expenses per Audited Statements$95,255
Expenses Not Reported on Financial Statements$7,136
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$104,010
Fundraising Direct Expenses$44,406
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
golf outing$104,010$104,010$10,306$93,704
Total Events$104,010$104,010$44,406$59,604
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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 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, Line 11B: Form 990 Review Process

“The form 990 was prepared in coordination with the fund administrator. Once complete, the form was provided to and reviewed with the organization's board of trustees, prior to submission.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

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

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization's governing documents are available to the public to the extent required by law and may be viewed by all participants at the fund office upon request.”

Filing and Contact Details

Filer

Filer Name
Paul Collins Jr Scholarship Fund
EIN
11-3281606
Phone
7189374514
Address
50-02 5TH STREET STE A, LONG ISLAND CITY, NY 11101

Signing Officer

Name
richard basulto
Title
Associate Admin
Signed
2019-07-11
Discuss with paid preparer
Yes

Organization Details

Formed
1996
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Schultheis & Panettieri LLP
Address
210 Marcus Boulevard, Hauppauge, NY 11788-3740
Preparer
Carol Westfall
Phone
6312734778
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt033553
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt033553
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt051000
IRS990/PYContributionsGrantsAmt0600
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt025406
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt046461
IRS990/PYOtherRevenueAmt050838
IRS990/PYProgramServiceRevenueAmt036199
IRS990/PYRevenuesLessExpensesAmt015582
IRS990/PYTotalExpensesAmt097461
IRS990/PYTotalRevenueAmt0113043
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt035906
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0688920
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0664872
IRS990/SavingsAndTempCashInvstGrp/BOYAmt040011
IRS990/SavingsAndTempCashInvstGrp/EOYAmt047347
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt033553
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt036201
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt038556
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt039187
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt041718
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0189215
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt011161
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt010127
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt010521
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt012342
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04285
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt048436
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0104010
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt086820
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt087640
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt072615
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt068530
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0419615
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt011161
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt010127
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt010521
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt012342
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04285
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt048436
IRS990ScheduleA/InvestmentIncomeCYPct00.07370
IRS990ScheduleA/InvestmentIncomePYPct00.06300
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.92630
IRS990ScheduleA/PublicSupportPY509Pct00.93700
IRS990ScheduleA/PublicSupportTotal509Amt0608830
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0137563
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0123021
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0126196
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0111802
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0110248
IRS990ScheduleA/Total509Grp/TotalAmt0608830
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0148724
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0133148
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0136717
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0124144
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0114533
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0657266
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0296
IRS990ScheduleD/EquipmentGrp/DepreciationAmt04745
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05041
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt07136
IRS990ScheduleD/ExpensesSubtotalAmt095255
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt07136
IRS990ScheduleD/InvestmentExpensesNotIncldAmt07136
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt01953
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt03905
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt05858
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-59954
IRS990ScheduleD/RevenueNotReportedAmt0-59954
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt07136
IRS990ScheduleD/RevenueSubtotalAmt0131161
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02249
IRS990ScheduleD/TotalExpensesPerForm990Amt0102391
IRS990ScheduleD/TotalRevenuePerForm990Amt0138297
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt071207
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt095255
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt044406
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0golf outing
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0104010
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0104010
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0104010
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0104010
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt059604
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010306
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010306
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt034100
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt034100
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990ScheduleJ/RebuttablePresumptionProcInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0107066
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt046985
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt022254
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0richard basulto
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0associate admin
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0176305
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0RICHARD BASULTO RECEIVES COMPENSATION AND BENEFITS IN HIS CAPACITY AS CURRENT ASSOCIATE ADMINISTRATOR OF THIS ENTITY AND THE RELATED ANNUITY, APPRENTICE TRAINING AND INSURANCE FUNDS. COMPENSATION AND BENEFITS ARE PAID BY THE INSURANCE FUND WITH REIMBURSEMENTS MADE ACCORDINGLY. THE SCHOLARSHIP FUND'S PORTION OF THESE EXPENSES IS 3% OF THE GROSS AMOUNTS DETAILED ON SCHEDULE J, PART II.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Part III, Additional Information
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/AssistancePurposeTxt0EDUCATIONAL
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/CashGrantAmt01500
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/PersonNm0gianna dano
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/RelationshipWithOrgTxt0CHILD OF UNION TRSTE
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/TypeOfAssistanceTxt0TUITION ASSIST
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0THE INDIVIDUALS LISTED IN PART III RECEIVED SCHOLARSHIPS IN ACCORDANCE WITH ELIGIBILITY REQUIREMENTS APPLICABLE TO ALL PARTICIPANTS. RECIPIENTS ARE CHOSEN BASED ON EXAMS GIVEN BY AN INDEPENDENT THIRD PARTY ENGAGED BY THE PLAN. IN ACCORDANCE WITH THE PLAN'S CONFLICT OF INTEREST POLICY, OFFICERS AND TRUSTEES ARE RECUSED FROM THE SELECTION PROCESS.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule L, Part V Supplemental Information
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WAS PREPARED IN COORDINATION WITH THE FUND ADMINISTRATOR. ONCE COMPLETE, THE FORM WAS PROVIDED TO AND REVIEWED WITH THE ORGANIZATION'S BOARD OF TRUSTEES, PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AS REQUIRED BY THE FUND'S POLICY AND BY ERISA, OFFICER'S & KEY EMPLOYEES HAVE A CONTINUOUS OBLIGATION TO REPORT POTENTIAL CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW AND MAY BE VIEWED BY ALL PARTICIPANTS AT THE FUND OFFICE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$678,689
Liabilities
$13,817
Net assets
$664,872
Revenue
$138,297
Expenses
$102,391
Net income
$35,906
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.59$0.34$6.25$0.97$1.11$0.15
2023Detailed filing. Detailed filing data is available for this year.$6.39$0.28$6.11$0.99$1.13$0.14
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.26$0.22$6.04$1.03$1.06$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.20$0.16$6.05$0.95$1.08$0.13
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.30$0.14$6.16$0.35$0.94$0.60
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.92$0.13$6.79$1.17$1.03$0.14
2018Detailed filing. Detailed filing data is available for this year.$6.79$0.14$6.65$1.38$1.02$0.36
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.05$0.16$6.89$1.13$0.97$0.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.45$0.11$6.34$0.97$0.95$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.12$0.16$5.96$0.91$0.91$0.00
2014Detailed filing. Detailed filing data is available for this year.$6.23$0.13$6.11$1.86$0.80$1.05
2013Summary only. Only limited summary data is available for this year.$6.20$0.09$6.12$1.07$0.71$0.36
2012Summary only. Only limited summary data is available for this year.$5.16$0.09$5.08$0.74$0.56$0.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.81$0.12$4.69$0.78$0.47$0.31
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.46$0.07$4.39$0.53