Civic Intelligence

Upstate New York Engineers Training Fund

990 • Fiscal year 2020 • EIN 16-0954711

Apr 01, 2019 to Mar 31, 2020 • Filed on Oct 20, 2020

Organization ProfileUNYETRAINING.ORG
5612 Business AvenueCicero, NY 13039

(315) 299-6104

Siviq Scores

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

Liabilities / Assets

38th percentile

0.04x

Higher debt load relative to assets than 38% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

45th percentile

0.11x

Higher debt load relative to revenue than 45% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

76th percentile

23%

Higher net margin than 76% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

30th percentile

-0.3%

Faster asset growth than 30% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

69th percentile

14%

Faster revenue growth than 69% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$3,792,768

Down $12,965 (-0.3%) from 2019

Net Assets

Down

$3,630,493

Down $64,617 (-1.7%) from 2019

Liabilities

Up

$162,275

Up $51,652 (+47%) from 2019

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin76th percentile

Revenue

Up

$1,459,838

Up $175,476 (+14%) from 2019

Expenses

Down

$1,118,646

Down $168,706 (-13%) from 2019

Net Income

Up

$341,192

Up $344,182 (+11511%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,739,128Liabilities 2011: $92,695Net Assets 2011: $2,646,4332011Assets 2012: $2,926,579Liabilities 2012: $110,024Net Assets 2012: $2,816,5552012Assets 2013: $3,437,762Liabilities 2013: $100,527Net Assets 2013: $3,337,2352013Assets 2014: $3,675,325Liabilities 2014: $82,423Net Assets 2014: $3,592,9022014Assets 2015: $3,750,037Liabilities 2015: $85,807Net Assets 2015: $3,664,2302015Assets 2016: $3,945,331Liabilities 2016: $108,183Net Assets 2016: $3,837,1482016Assets 2017: $3,845,681Liabilities 2017: $114,352Net Assets 2017: $3,731,3292017Assets 2018: $3,895,927Liabilities 2018: $114,251Net Assets 2018: $3,781,6762018Assets 2019: $3,805,733Liabilities 2019: $110,623Net Assets 2019: $3,695,1102019Assets 2020: $3,792,768Liabilities 2020: $162,275Net Assets 2020: $3,630,4932020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2020

Assets$3,792,768
Liabilities$162,275
Net Assets$3,630,493
Open 2020 Filing

Operations Trend

Revenue Growth69th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,389,466Expenses 2011: $1,532,561Net Income 2011: -$143,0952011Expenses 2012: $1,467,7932012Expenses 2013: $1,132,4162013Revenue 2014: $1,321,372Expenses 2014: $1,141,314Net Income 2014: $180,0582014Revenue 2015: $1,402,990Expenses 2015: $1,246,462Net Income 2015: $156,5282015Revenue 2016: $1,642,592Expenses 2016: $1,380,626Net Income 2016: $261,9662016Revenue 2017: $1,220,214Expenses 2017: $1,367,596Net Income 2017: -$147,3822017Revenue 2018: $1,321,340Expenses 2018: $1,280,970Net Income 2018: $40,3702018Revenue 2019: $1,284,362Expenses 2019: $1,287,352Net Income 2019: -$2,9902019Revenue 2020: $1,459,838Expenses 2020: $1,118,646Net Income 2020: $341,1922020Revenue 2021: $1,401,733Expenses 2021: $1,060,097Net Income 2021: $341,6362021

Highlighted filing

2020

Revenue$1,459,838
Expenses$1,118,646
Net Income$341,192
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Oct 20, 2020
Return Version
2019v5.1
Gross Receipts
$1,685,636
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,695,110$3,630,493▼ $64,617
Investments in Publicly Traded Securities$2,101,891$2,005,137▼ $96,754
Land, Buildings, and Equipment, Net$951,500$761,551▼ $189,949
Savings and Temporary Cash Investments$294,862$562,388▲ $267,526
Investments Other Securities$305,958$315,520▲ $9,562
Accounts Receivable$78,000$80,000▲ $2,000
Prepaid Expenses and Deferred Charges$53,400$46,381▼ $7,019
Cash and Non-Interest-Bearing Accounts$20,122$21,791▲ $1,669
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,805,733$3,792,768▼ $12,965
Liabilities
Accounts Payable and Accrued Expenses$110,623$162,275▲ $51,652
Total Liabilities$110,623$162,275▲ $51,652
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,695,110$3,630,493▼ $64,617
Total Liabilities and Net Assets / Fund Balance$3,805,733$3,792,768▼ $12,965

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$479,241$1,958,674$2,437,915
Buildings$34,506$615,052$649,558
Land$247,804-$247,804
Other Securities$315,520--
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Carley HillEmp Trustee
Eugene D Hallock IiiEmp Trustee
James LoganEmp Trustee
Robert HillEmp Trustee
Daniel J McgrawUnion Trustee
Grant MaloneUnion Trustee
Lyle Evans - Thru 519Union Trustee
Mark Printup - Eff 519Union Trustee
Theron H HogleUnion Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$30,390
Program Service Revenue
$1,278,400
Investment Income
$115,451
Other Revenue
$35,597
All Other Contributions
$30,390
Change in Net Assets
$341,192

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,449,562
Revenue Not Reported on Financial Statements
$10,276
Revenue Not Reported on Form 990
$-116,218
Total Revenue per Audited Statements
$1,333,344
Total Revenue per Form 990
$1,459,838
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$565,464
Other Expenses$553,182
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$243,171$73,788-$316,959
Pension Plan Contributions$128,995$35,620-$164,615
Depreciation Depletion$129,787--$129,787
Insurance$48,009$16,237-$64,246
Occupancy$58,122$2,603-$60,725
Other Employee Benefits$40,314$15,080-$55,394
Fees for Services Accounting-$28,750-$28,750
Payroll Taxes$22,159$6,337-$28,496
Fees for Services Legal-$28,024-$28,024
Other Expenses$23,979--$23,979
Office Expenses$5,689$10,773-$16,462
Fees for Service Investment Mgmnt Fees-$10,276-$10,276
Travel$3,752--$3,752
Conferences and Meetings$615$1,657-$2,272
All Other Expenses-$-42,658-$-42,658
Total Functional Expenses$932,159$186,487$0$1,118,646

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,118,646
Expenses per Audited Statements$1,108,370
Total Expenses per Audited Statements$1,108,370
Expenses Not Reported on Financial Statements$10,276
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 B, Line 11B

“The form 990 was prepared in coordination with a trustee who oversees the organization's activities. Once completed, the form was provided to and reviewed by the board of trustees prior to submission.”

Form 990, Part VI, Section B, Line 12C

“The organization is an employee benefit fund covered by erisa. The trustees have a statutory duty under erisa to avoid conflicts and report them as they occur. In addition, the fund's conflict of interest policy requires fund employees to fully and promptly disclose any financial or personal interest they have with other parties that deal with the fund, in writing.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy, 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
Upstate New York Engineers Training Fund
EIN
16-0954711
Phone
3152996104
Address
5612 BUSINESS AVENUE, CICERO, NY 13039

Signing Officer

Name
Theron H Hogle
Title
Union Trustee
Phone
3152996104
Signed
2020-10-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Theron H Hogle
Formed
1968
Legal Domicile
Ny
Voting Board Members
8
Independent Board Members
8
Employees
19
Volunteers
10

Preparer

Firm
Schultheis & Panettieri Llp
Address
450 WIRELESS BLVD, HAUPPAUGE, NY 11788
Preparer
Carol Westfall
Phone
6312734778
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Transfer of net assets -289,591.”

Raw XML AppendixShowing 400 of 526 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/OtherSalariesAndWagesGrp/ProgramServicesAmt0243171
IRS990/OtherSalariesAndWagesGrp/TotalAmt0316959
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06337
IRS990/PayrollTaxesGrp/ProgramServicesAmt022159
IRS990/PayrollTaxesGrp/TotalAmt028496
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt035620
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0128995
IRS990/PensionPlanContributionsGrp/TotalAmt0164615
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt053400
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt046381
IRS990/PrincipalOfficerNm0THERON H HOGLE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0237310
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYERS' CONTRIBUTIO
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01278400
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01278400
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt016000
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0188107
IRS990/PYOtherExpensesAmt0620953
IRS990/PYOtherRevenueAmt034829
IRS990/PYProgramServiceRevenueAmt01045426
IRS990/PYRevenuesLessExpensesAmt0-2990
IRS990/PYSalariesCompEmpBnftPaidAmt0666399
IRS990/PYTotalExpensesAmt01287352
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01284362
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0341192
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt035597
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03695110
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03630493
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0294862
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0562388
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0RENTAL INCOME ON CAPITALIZED PROPERTY - 2015 AMOUNT: $ 32,870. 2016 AMOUNT: $ 32,389. 2017 AMOUNT: $ 33,652. 2018 AMOUNT: $ 34,795. 2019 AMOUNT: $ 35,597. DELINQUENT INT FEE REIMBURSEMENT - 2017 AMOUNT: $ 6,613. 2018 AMOUNT: $ 34.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt030390
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt016000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt015000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt089179
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt090221
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0240790
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0115322
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0174762
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0124497
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt070941
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0156070
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0641592
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01278400
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01045426
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01028299
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01019909
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01184738
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt05556772
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0115322
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0174762
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0124497
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt070941
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0156070
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0641592
IRS990ScheduleA/InvestmentIncomeCYPct00.09700
IRS990ScheduleA/InvestmentIncomePYPct00.11720
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt035597
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt034829
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt040265
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt032389
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt032870
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0175950
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.87640
IRS990ScheduleA/PublicSupportPY509Pct00.86130
IRS990ScheduleA/PublicSupportTotal509Amt05797562
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01308790
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01061426
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01043299
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01109088
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01274959
IRS990ScheduleA/Total509Grp/TotalAmt05797562
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01459709
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01271017
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01208061
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01212418
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01463899
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt06615104
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt034506
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0615052
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0649558
IRS990ScheduleD/EquipmentGrp/BookValueAmt0479241
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01958674
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02437915
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt010276
IRS990ScheduleD/ExpensesSubtotalAmt01108370
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt010276
IRS990ScheduleD/InvestmentExpensesNotIncldAmt010276
IRS990ScheduleD/LandGrp/BookValueAmt0247804
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0247804
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-116218
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0315520
IRS990ScheduleD/OtherSecuritiesGrp/Desc0UNALLOCATED INSURANCE CONTRACTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0-116218
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt010276
IRS990ScheduleD/RevenueSubtotalAmt01449562
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0761551
IRS990ScheduleD/TotalBookValueSecuritiesAmt0315520
IRS990ScheduleD/TotalExpensesPerForm990Amt01118646
IRS990ScheduleD/TotalRevenuePerForm990Amt01459838
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01333344
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01108370
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WAS PREPARED IN COORDINATION WITH A TRUSTEE WHO OVERSEES THE ORGANIZATION'S ACTIVITIES. ONCE COMPLETED, THE FORM WAS PROVIDED TO AND REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS AN EMPLOYEE BENEFIT FUND COVERED BY ERISA. THE TRUSTEES HAVE A STATUTORY DUTY UNDER ERISA TO AVOID CONFLICTS AND REPORT THEM AS THEY OCCUR. IN ADDITION, THE FUND'S CONFLICT OF INTEREST POLICY REQUIRES FUND EMPLOYEES TO FULLY AND PROMPTLY DISCLOSE ANY FINANCIAL OR PERSONAL INTEREST THEY HAVE WITH OTHER PARTIES THAT DEAL WITH THE FUND, IN WRITING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO ALL PARTICIPANTS UPON REQUEST. DOCUMENTS ARE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRANSFER OF NET ASSETS -289,591.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,792,768
Liabilities
$162,275
Net assets
$3,630,493
Revenue
$1,459,838
Expenses
$1,118,646
Net income
$341,192
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.40$1.06$0.34
2020Detailed filing. Detailed filing data is available for this year.$3.79$0.16$3.63$1.46$1.12$0.34
2019Detailed filing. Detailed filing data is available for this year.$3.81$0.11$3.70$1.28$1.29$0.00
2018Detailed filing. Detailed filing data is available for this year.$3.90$0.11$3.78$1.32$1.28$0.04
2017Detailed filing. Detailed filing data is available for this year.$3.85$0.11$3.73$1.22$1.37$0.15
2016Detailed filing. Detailed filing data is available for this year.$3.95$0.11$3.84$1.64$1.38$0.26
2015Detailed filing. Detailed filing data is available for this year.$3.75$0.09$3.66$1.40$1.25$0.16
2014Detailed filing. Detailed filing data is available for this year.$3.68$0.08$3.59$1.32$1.14$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.44$0.10$3.34$1.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.93$0.11$2.82$1.47
2011Summary only. Only limited summary data is available for this year.$2.74$0.09$2.65$1.39$1.53$0.14