Civic Intelligence

Walter M Matthews & John M Sheehan Local 46 Metal Lathers Scholarship Fund

990 • Fiscal year 2016 • EIN 13-6271917

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization ProfileWWW.ML46.ORG
61-02 32nd AvenueWoodside, NY 11377

(212) 535-2323

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.01x

Higher debt load relative to assets than 23% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

22nd percentile

0.01x

Higher debt load relative to revenue than 22% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

88th percentile

36%

Higher net margin than 88% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

88th percentile

$188,362

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 16.6% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

83rd percentile

21%

Faster asset growth than 83% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

65th percentile

9.7%

Faster revenue growth than 65% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$2,062,637

Up $363,527 (+21%) from 2015

Net Assets

Up

$2,049,268

Up $350,158 (+21%) from 2015

Liabilities

Up

$13,369

Up $13,369 from 2015

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin88th percentile

Revenue

Up

$1,133,338

Up $100,110 (+9.7%) from 2015

Expenses

Up

$721,160

Up $296,697 (+70%) from 2015

Net Income

Down

$412,178

Down $196,587 (-32%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $736,586Liabilities 2010: $17,297Net Assets 2010: $719,2892010Assets 2011: $803,255Liabilities 2011: $24,142Net Assets 2011: $779,1132011Assets 2012: $839,273Liabilities 2012: $5,100Net Assets 2012: $834,1732012Assets 2013: $794,497Liabilities 2013: $9,345Net Assets 2013: $785,1522013Assets 2014: $1,118,867Liabilities 2014: $11,532Net Assets 2014: $1,107,3352014Assets 2015: $1,699,110Liabilities 2015: $0Net Assets 2015: $1,699,1102015Assets 2016: $2,062,637Liabilities 2016: $13,369Net Assets 2016: $2,049,2682016Assets 2017: $2,135,558Liabilities 2017: $12,941Net Assets 2017: $2,122,6172017Assets 2018: $2,025,599Liabilities 2018: $11,686Net Assets 2018: $2,013,9132018Assets 2019: $1,951,985Liabilities 2019: $127,837Net Assets 2019: $1,824,1482019Assets 2020: $1,880,326Liabilities 2020: $132,579Net Assets 2020: $1,747,7472020Assets 2021: $1,950,146Liabilities 2021: $53,936Net Assets 2021: $1,896,2102021Assets 2022: $1,664,552Liabilities 2022: $9,495Net Assets 2022: $1,655,0572022Assets 2023: $1,853,951Liabilities 2023: $9,564Net Assets 2023: $1,844,3872023Assets 2024: $2,045,234Liabilities 2024: $15,133Net Assets 2024: $2,030,1012024

Highlighted filing

2016

Assets$2,062,637
Liabilities$13,369
Net Assets$2,049,268
Open 2016 Filing

Operations Trend

Revenue Growth65th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $248,1542010Expenses 2011: $213,0912011Expenses 2012: $231,2392012Revenue 2013: $213,471Expenses 2013: $251,622Net Income 2013: -$38,1512013Revenue 2014: $607,483Expenses 2014: $275,517Net Income 2014: $331,9662014Revenue 2015: $1,033,228Expenses 2015: $424,463Net Income 2015: $608,7652015Revenue 2016: $1,133,338Expenses 2016: $721,160Net Income 2016: $412,1782016Revenue 2017: $950,704Expenses 2017: $870,833Net Income 2017: $79,8712017Revenue 2018: $740,803Expenses 2018: $837,550Net Income 2018: -$96,7472018Revenue 2019: $619,819Expenses 2019: $809,584Net Income 2019: -$189,7652019Revenue 2020: $492,847Expenses 2020: $569,248Net Income 2020: -$76,4012020Revenue 2021: $452,992Expenses 2021: $453,328Net Income 2021: -$3362021Revenue 2022: $426,657Expenses 2022: $417,905Net Income 2022: $8,7522022Revenue 2023: $362,139Expenses 2023: $398,048Net Income 2023: -$35,9092023Revenue 2024: $380,272Expenses 2024: $373,456Net Income 2024: $6,8162024

Highlighted filing

2016

Revenue$1,133,338
Expenses$721,160
Net Income$412,178
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$1,133,338
Mission and Program Overview

Mission

Provide scholarships for dependents of metal lathers local 46 members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,637,090$2,049,268▲ $412,178
Cash and Non-Interest-Bearing Accounts$1,016,641$1,402,795▲ $386,154
Investments in Publicly Traded Securities$468,478$468,478→ $0
Accounts Receivable$103,427$116,135▲ $12,708
Savings and Temporary Cash Investments$55,864$74,369▲ $18,505
Land, Buildings, and Equipment, Net$1,046$860▼ $186
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$1,645,456$2,062,637▲ $417,181
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$8,366$13,369▲ $5,003
Total Liabilities$8,366$13,369▲ $5,003
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,637,090$2,049,268▲ $412,178
Total Liabilities and Net Assets / Fund Balance$1,645,456$2,062,637▲ $417,181

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$860$479$1,339
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleBaseOtherTotal
John SkinnerTrustee-$137,147$137,147
Sitara HinesFund Manager$1,274$610$1,884

Board Members and Trustees

NameTitle
John CoffeyTrustee
KEVIN O'BRIENTrustee
Kevin KellyTrustee
Michael AndersonTrustee
Michael SalgoTrustee
Michael SmithTrustee
Ronald RichardsonTrustee
Terrence MooreTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,114,653
Investment Income
$18,685
Other Revenue
$0
Change in Net Assets
$412,178

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,133,288
Revenue Not Reported on Financial Statements
$50
Total Revenue per Audited Statements
$1,133,288
Total Revenue per Form 990
$1,133,338
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$30,002
Salaries, Compensation, and Employee Benefits$9,254
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$681,904--$681,904
Fees for Services Accounting-$16,918-$16,918
Fees for Services Other-$8,170-$8,170
Other Salaries and Wages-$4,578-$4,578
Other Employee Benefits-$1,512-$1,512
Pension Plan Contributions-$1,417-$1,417
Fees for Services Legal-$1,399-$1,399
Current Officers, Directors, Trustees, and Key Employees-$1,274-$1,274
Insurance-$1,135-$1,135
Office Expenses-$765-$765
Payroll Taxes-$473-$473
Occupancy-$446-$446
Information Technology-$387-$387
Depreciation Depletion-$239-$239
Other Expenses-$123-$123
Fees for Service Investment Mgmnt Fees-$50-$50
Total Functional Expenses$681,904$39,256$0$721,160

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$721,160
Expenses per Audited Statements$721,110
Total Expenses per Audited Statements$721,110
Expenses Not Reported on Financial Statements$50
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

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
No
Audit committee
No
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
No
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 return preparer e-mails a copy of the final version of form 990 to the plan administrator who e-mails the filing to each board member before it is filed. Although no formal detailed review process is anticipated, each board member has an opportunity to make inquires before and after filing.”

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

“No other documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Walter M Matthews & John M Sheehan
EIN
13-6271917
Phone
2125352323
Address
61-02 32ND AVENUE, WOODSIDE, NY 11377

Signing Officer

Name
Terrence Moore
Title
Trustee
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Formed
1946
Legal Domicile
Ny
Voting Board Members
9
Independent Board Members
8
Employees
0

Preparer

Firm
Steinberg Steckler & Picciurro Cpas
Address
462 7TH AVE 16TH FL, NEW YORK, NY 10018-7606
Preparer
Michael Picciurro
Phone
2126951300
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if it has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan believes it is no longer subject to income tax examinations for years prior to 2013.”

Raw XML AppendixShowing 400 of 2,175 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt0446
IRS990/OccupancyGrp/TotalAmt0446
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0765
IRS990/OfficeExpensesGrp/TotalAmt0765
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01512
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01512
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2Postage and Shipping
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0235
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1135
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2123
IRS990/OtherExpensesGrp/TotalAmt0235
IRS990/OtherExpensesGrp/TotalAmt1135
IRS990/OtherExpensesGrp/TotalAmt2123
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt04578
IRS990/OtherSalariesAndWagesGrp/TotalAmt04578
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0473
IRS990/PayrollTaxesGrp/TotalAmt0473
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01417
IRS990/PensionPlanContributionsGrp/TotalAmt01417
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0230000
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01114653
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01114653
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0400710
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt018843
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt022794
IRS990/PYProgramServiceRevenueAmt01014385
IRS990/PYRevenuesLessExpensesAmt0600399
IRS990/PYSalariesCompEmpBnftPaidAmt09325
IRS990/PYTotalExpensesAmt0432829
IRS990/PYTotalRevenueAmt01033228
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0412178
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01133338
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01637090
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02049268
IRS990/SavingsAndTempCashInvstGrp/BOYAmt055864
IRS990/SavingsAndTempCashInvstGrp/EOYAmt074369
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02000
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt018685
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt018843
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt018376
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt019290
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt08708
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt083902
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01114653
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01014385
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0589047
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0181356
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0270007
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03169448
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt018685
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt018843
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt018376
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt019290
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt08708
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt083902
IRS990ScheduleA/InvestmentIncomeCYPct00.02580
IRS990ScheduleA/InvestmentIncomePYPct00.04630
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97420
IRS990ScheduleA/PublicSupportPY509Pct00.95370
IRS990ScheduleA/PublicSupportTotal509Amt03171448
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01114653
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01014385
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0589047
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0181356
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0272007
IRS990ScheduleA/Total509Grp/TotalAmt03171448
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01133338
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01033228
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0607423
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0200646
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0280715
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03255350
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt050
IRS990ScheduleD/ExpensesSubtotalAmt0721110
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt050
IRS990ScheduleD/InvestmentExpensesNotIncldAmt050
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0860
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0479
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01339
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt050
IRS990ScheduleD/RevenueSubtotalAmt01133288
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2013.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0860
IRS990ScheduleD/TotalExpensesPerForm990Amt0721160
IRS990ScheduleD/TotalRevenuePerForm990Amt01133338
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01133288
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0721110
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990ScheduleJ/RebuttablePresumptionProcInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt01274
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0126130
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt0427
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt042308
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt0183
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt018040
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0SITARA HINES
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0FUND MANAGER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt01884
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0186478
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN PREPARER E-MAILS A COPY OF THE FINAL VERSION OF FORM 990 TO THE PLAN ADMINISTRATOR WHO E-MAILS THE FILING TO EACH BOARD MEMBER BEFORE IT IS FILED. ALTHOUGH NO FORMAL DETAILED REVIEW PROCESS IS ANTICIPATED, EACH BOARD MEMBER HAS AN OPPORTUNITY TO MAKE INQUIRES BEFORE AND AFTER FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,062,637
Liabilities
$13,369
Net assets
$2,049,268
Revenue
$1,133,338
Expenses
$721,160
Net income
$412,178
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.05$0.02$2.03$0.38$0.37$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.85$0.01$1.84$0.36$0.40$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.66$0.01$1.66$0.43$0.42$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.95$0.05$1.90$0.45$0.45$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.88$0.13$1.75$0.49$0.57$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.95$0.13$1.82$0.62$0.81$0.19
2018Detailed filing. Detailed filing data is available for this year.$2.03$0.01$2.01$0.74$0.84$0.10
2017Detailed filing. Detailed filing data is available for this year.$2.14$0.01$2.12$0.95$0.87$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.06$0.01$2.05$1.13$0.72$0.41
2015Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$1.03$0.42$0.61
2014Detailed filing. Detailed filing data is available for this year.$1.12$0.01$1.11$0.61$0.28$0.33
2013Detailed filing. Detailed filing data is available for this year.$0.79$0.01$0.79$0.21$0.25$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.01$0.83$0.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.02$0.78$0.21
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.02$0.72$0.25