Civic Intelligence

Iuoe Local 158 Training Fund

990 • Fiscal year 2016 • EIN 22-2549231

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 27, 2017

Organization ProfileN/A
44 Hannay LaneGlenmont, NY 12077

(518) 431-0600

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

33rd percentile

0.04x

Higher debt load relative to revenue than 33% of similar nonprofits.

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

Net Margin

29th percentile

-4.6%

Higher net margin than 29% of similar nonprofits.

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

Top Officer Pay

84th percentile

$154,741

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 18.9% of source-year revenue.

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

Asset Growth

43rd percentile

-0.3%

Faster asset growth than 43% of similar nonprofits.

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

Revenue Growth

18th percentile

-17%

Faster revenue growth than 18% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$4,764,074

Down $15,736 (-0.3%) from 2015

Net Assets

Up

$4,728,880

Up $32,462 (+0.7%) from 2015

Liabilities

Down

$35,194

Down $48,198 (-58%) from 2015

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin29th percentile

Revenue

Down

$818,902

Down $163,237 (-17%) from 2015

Expenses

Up

$856,716

Up $58,782 (+7.4%) from 2015

Net Income

Down

-$37,814

Down $222,019 (-121%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$15M$10M$5.0M$0Assets 2010: $3,351,820Liabilities 2010: $19,970Net Assets 2010: $3,331,8502010Assets 2011: $3,722,890Liabilities 2011: $137,828Net Assets 2011: $3,585,0622011Assets 2012: $3,975,246Liabilities 2012: $117,838Net Assets 2012: $3,857,4082012Assets 2013: $4,422,191Liabilities 2013: $103,660Net Assets 2013: $4,318,5312013Assets 2014: $4,726,119Liabilities 2014: $93,319Net Assets 2014: $4,632,8002014Assets 2015: $4,779,810Liabilities 2015: $83,392Net Assets 2015: $4,696,4182015Assets 2016: $4,764,074Liabilities 2016: $35,194Net Assets 2016: $4,728,8802016Assets 2017: $5,052,125Liabilities 2017: $99,792Net Assets 2017: $4,952,3332017Assets 2018: $4,589,384Liabilities 2018: $24,950Net Assets 2018: $4,564,4342018Assets 2019: $4,594,968Liabilities 2019: $122,573Net Assets 2019: $4,472,3952019Assets 2020: $4,406,402Liabilities 2020: $98,058Net Assets 2020: $4,308,3442020Assets 2021: $9,577,490Liabilities 2021: $126,072Net Assets 2021: $9,451,4182021Assets 2022: $9,017,637Liabilities 2022: $102,725Net Assets 2022: $8,914,9122022Assets 2023: $9,206,523Liabilities 2023: $57,084Net Assets 2023: $9,149,4392023Assets 2024: $10,290,126Liabilities 2024: $76,747Net Assets 2024: $10,213,3792024

Highlighted filing

2016

Assets$4,764,074
Liabilities$35,194
Net Assets$4,728,880
Open 2016 Filing

Operations Trend

Revenue Growth18th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $700,9482010Expenses 2011: $629,5832011Revenue 2012: $884,437Expenses 2012: $623,106Net Income 2012: $261,3312012Revenue 2013: $1,065,309Expenses 2013: $579,563Net Income 2013: $485,7462013Revenue 2014: $1,035,499Expenses 2014: $675,240Net Income 2014: $360,2592014Revenue 2015: $982,139Expenses 2015: $797,934Net Income 2015: $184,2052015Revenue 2016: $818,902Expenses 2016: $856,716Net Income 2016: -$37,8142016Revenue 2017: $1,114,962Expenses 2017: $949,266Net Income 2017: $165,6962017Revenue 2018: $763,176Expenses 2018: $1,032,861Net Income 2018: -$269,6852018Revenue 2019: $819,568Expenses 2019: $1,017,161Net Income 2019: -$197,5932019Revenue 2020: $769,216Expenses 2020: $981,672Net Income 2020: -$212,4562020Revenue 2021: $2,898,773Expenses 2021: $1,795,419Net Income 2021: $1,103,3542021Revenue 2022: $2,116,828Expenses 2022: $2,409,918Net Income 2022: -$293,0902022Revenue 2023: $2,660,371Expenses 2023: $2,532,404Net Income 2023: $127,9672023Revenue 2024: $3,572,569Expenses 2024: $2,545,735Net Income 2024: $1,026,8342024

Highlighted filing

2016

Revenue$818,902
Expenses$856,716
Net Income-$37,814
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 27, 2017
Return Version
2016v3.0
Gross Receipts
$1,943,324
Mission and Program Overview

Mission

Provides apprentice training, skill improvement, and safety education to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,696,418$4,728,880▲ $32,462
Land, Buildings, and Equipment, Net$1,704,289$2,557,041▲ $852,752
Investments in Publicly Traded Securities$2,507,025$1,822,207▼ $684,818
Savings and Temporary Cash Investments$452,970$281,560▼ $171,410
Accounts Receivable$94,158$80,595▼ $13,563
Prepaid Expenses and Deferred Charges$21,218$22,521▲ $1,303
Cash and Non-Interest-Bearing Accounts$150$150→ $0
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-
Total Assets$4,779,810$4,764,074▼ $15,736
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$51,733--
Accounts Payable and Accrued Expenses$26,589$24,764▼ $1,825
Deferred Revenue$5,070$10,430▲ $5,360
Total Liabilities$83,392$35,194▼ $48,198
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,696,418$4,728,880▲ $32,462
Total Liabilities and Net Assets / Fund Balance$4,779,810$4,764,074▼ $15,736

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$780,741$1,322,258$2,102,999
Land$1,318,907-$1,318,907
Buildings$400,120$215,960$616,080
Other Land Buildings$57,273$65,617$122,890
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM f GRAY IVTraining DirectorFT$96,688$58,053$154,741

Board Members and Trustees

NameTitle
Daniel J McgrawChair/un Tr
Robert Aikens Eff 12016Union Trustee
Robert Jones to 12016Union Trustee
Eugene HallockEmployer Trust
Todd HelfrichEMPloyer TRust
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$697,965
Investment Income
$50,959
Other Revenue
$69,978
Change in Net Assets
$-37,814

Audited Revenue Reconciliation

Revenue per Audited Statements
$812,962
Revenue Not Reported on Financial Statements
$5,940
Revenue Not Reported on Form 990
$70,276
Total Revenue per Audited Statements
$883,238
Total Revenue per Form 990
$818,902
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$512,777
Salaries, Compensation, and Employee Benefits$343,939
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$203,298$4,430-$207,728
Current Officers, Directors, Trustees, and Key Employees$154,741--$154,741
Other Salaries and Wages$108,111--$108,111
Pension Plan Contributions$47,495--$47,495
Insurance$27,367$13,170-$40,537
Fees for Services Legal-$38,264-$38,264
Fees for Services Accounting-$18,500-$18,500
Occupancy$6,409$11,914-$18,323
Other Employee Benefits$16,821--$16,821
Payroll Taxes$16,771--$16,771
Other Expenses$-22,001$35,105-$13,104
All Other Expenses$12,291--$12,291
Conferences and Meetings$11,124--$11,124
Office Expenses$1,665$8,755-$10,420
Fees for Service Investment Mgmnt Fees-$5,940-$5,940
Travel$4,244--$4,244
Interest$383--$383
Total Functional Expenses$720,638$136,078$0$856,716

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$856,716
Expenses per Audited Statements$850,776
Total Expenses per Audited Statements$850,776
Expenses Not Reported on Financial Statements$5,940
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
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 a trustee who oversees the fund's daily activities. Once complete, the form was provided to and reviewed by the board of trustees prior to submission.”

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

“The conflict of interest policy is reviewed annually with the trustees and acknowledgements are signed by the trustees and employees and returned to the office manager.”

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

“The fund'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
Local 106 Training & Apprenticeship Fund
EIN
22-2549231
Phone
5184310600
Address
44 HANNAY LANE, GLENMONT, NY 12077

Signing Officer

Name
Daniel J Mcgraw
Title
Chair/un Trustee
Signed
2017-03-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel J Mcgraw
Formed
1984
Legal Domicile
Ny
Voting Board Members
4
Independent Board Members
4
Employees
5

Preparer

Firm
Schultheis & Panettieri LLP
Address
210 Marcus Boulevard, Hauppauge, NY 11788-3740
Preparer
Carol Westfall
Phone
6312734778
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IRS990/OtherExpensesGrp/Desc0EQUIPMENT RENTAL & REPAIRS
IRS990/OtherExpensesGrp/Desc1EDUCATIONAL COURSES
IRS990/OtherExpensesGrp/Desc2FUEL & UTILITIES
IRS990/OtherExpensesGrp/Desc3REIMBURSED EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt035105
IRS990/OtherExpensesGrp/ProgramServicesAmt052491
IRS990/OtherExpensesGrp/ProgramServicesAmt147992
IRS990/OtherExpensesGrp/ProgramServicesAmt231436
IRS990/OtherExpensesGrp/ProgramServicesAmt3-22001
IRS990/OtherExpensesGrp/TotalAmt052491
IRS990/OtherExpensesGrp/TotalAmt147992
IRS990/OtherExpensesGrp/TotalAmt231436
IRS990/OtherExpensesGrp/TotalAmt313104
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt01028
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01028
IRS990/OtherRevenueTotalAmt01028
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0108111
IRS990/OtherSalariesAndWagesGrp/TotalAmt0108111
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt016771
IRS990/PayrollTaxesGrp/TotalAmt016771
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt047495
IRS990/PensionPlanContributionsGrp/TotalAmt047495
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt021218
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt022521
IRS990/PrincipalOfficerNm0DANIEL J MCGRAW
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1531120
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYERS CONTRIB.
IRS990/ProgramServiceRevenueGrp/Desc1RENT FROM AFFIL. ORG
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0663933
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt134032
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0663933
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt134032
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt015500
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0111047
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0461906
IRS990/PYOtherRevenueAmt012167
IRS990/PYProgramServiceRevenueAmt0843425
IRS990/PYRevenuesLessExpensesAmt0184205
IRS990/PYSalariesCompEmpBnftPaidAmt0336028
IRS990/PYTotalExpensesAmt0797934
IRS990/PYTotalRevenueAmt0982139
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-37814
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt068950
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt04696418
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt04728880
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0452970
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0281560
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt015500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt015500
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0154969
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0157246
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0141094
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0123103
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt059835
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0636247
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0663933
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0809393
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0894405
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0942206
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0824602
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt04134539
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0154969
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0157246
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0141094
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0123103
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt059835
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0636247
IRS990ScheduleA/InvestmentIncomeCYPct00.13290
IRS990ScheduleA/InvestmentIncomePYPct00.11190
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.86710
IRS990ScheduleA/PublicSupportPY509Pct00.88810
IRS990ScheduleA/PublicSupportTotal509Amt04150039
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0663933
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0824893
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0894405
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0942206
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0824602
IRS990ScheduleA/Total509Grp/TotalAmt04150039
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0818902
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0982139
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01035499
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01065309
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0884437
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04786286
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0400120
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0215960
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0616080
IRS990ScheduleD/EquipmentGrp/BookValueAmt0780741
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01322258
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02102999
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt05940
IRS990ScheduleD/ExpensesSubtotalAmt0850776
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt05940
IRS990ScheduleD/InvestmentExpensesNotIncldAmt05940
IRS990ScheduleD/LandGrp/BookValueAmt01318907
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01318907
IRS990ScheduleD/NetUnrealizedGainsInvstAmt070276
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt057273
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt065617
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0122890
IRS990ScheduleD/RevenueNotReportedAmt070276
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt05940
IRS990ScheduleD/RevenueSubtotalAmt0812962
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02557041
IRS990ScheduleD/TotalExpensesPerForm990Amt0856716
IRS990ScheduleD/TotalRevenuePerForm990Amt0818902
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0883238
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0850776
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990ScheduleJ/RebuttablePresumptionProcInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt096688
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt043216
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt014049
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt0788
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0WILLIAM f GRAY IV
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRAINING DIR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0154741
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WAS PREPARED IN COORDINATION WITH A TRUSTEE WHO OVERSEES THE FUND'S DAILY ACTIVITIES. ONCE COMPLETE, THE FORM WAS PROVIDED TO AND REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY WITH THE TRUSTEES AND ACKNOWLEDGEMENTS ARE SIGNED BY THE TRUSTEES AND EMPLOYEES AND RETURNED TO THE OFFICE MANAGER.

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Filings

Displayed year

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

Open filing
Assets
$4,764,074
Liabilities
$35,194
Net assets
$4,728,880
Revenue
$818,902
Expenses
$856,716
Net income
-$37,814
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.3$0.08$10.2$3.57$2.55$1.03
2023Detailed filing. Detailed filing data is available for this year.$9.21$0.06$9.15$2.66$2.53$0.13
2022Detailed filing. Detailed filing data is available for this year.$9.02$0.10$8.91$2.12$2.41$0.29
2021Detailed filing. Detailed filing data is available for this year.$9.58$0.13$9.45$2.90$1.80$1.10
2020Detailed filing. Detailed filing data is available for this year.$4.41$0.10$4.31$0.77$0.98$0.21
2019Detailed filing. Detailed filing data is available for this year.$4.59$0.12$4.47$0.82$1.02$0.20
2018Detailed filing. Detailed filing data is available for this year.$4.59$0.02$4.56$0.76$1.03$0.27
2017Detailed filing. Detailed filing data is available for this year.$5.05$0.10$4.95$1.11$0.95$0.17
2016Detailed filing. Detailed filing data is available for this year.$4.76$0.04$4.73$0.82$0.86$0.04
2015Detailed filing. Detailed filing data is available for this year.$4.78$0.08$4.70$0.98$0.80$0.18
2014Detailed filing. Detailed filing data is available for this year.$4.73$0.09$4.63$1.04$0.68$0.36
2013Detailed filing. Detailed filing data is available for this year.$4.42$0.10$4.32$1.07$0.58$0.49
2012Summary only. Only limited summary data is available for this year.$3.98$0.12$3.86$0.88$0.62$0.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.72$0.14$3.59$0.63
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.35$0.02$3.33$0.70