Civic Intelligence

Sheet Metal Workers' Local Union No 17 Apprentice & Training Trust Fund

990 • Fiscal year 2017 • EIN 22-2562168

Sep 01, 2016 to Aug 31, 2017 • Filed on Nov 29, 2017

Organization ProfileN/A
1181 Adams StreetDorchester, MA 02124-5710

(617) 298-0850

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

7th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

18th percentile

-9.4%

Higher net margin than 18% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

85th percentile

$262,816

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 11.2% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

37th percentile

0.6%

Faster asset growth than 37% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

19th percentile

-9.0%

Faster revenue growth than 19% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$9,816,573

Up $55,400 (+0.6%) from 2016

Net Assets

Up

$9,816,573

Up $55,400 (+0.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin18th percentile

Revenue

Down

$2,339,697

Down $231,999 (-9.0%) from 2016

Expenses

Up

$2,558,562

Up $173,242 (+7.3%) from 2016

Net Income

Down

-$218,865

Down $405,241 (-217%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$15M$10M$5.0M$0Assets 2012: $6,987,892Liabilities 2012: $1,378Net Assets 2012: $6,986,5142012Assets 2013: $8,161,516Liabilities 2013: $1,600Net Assets 2013: $8,159,9162013Assets 2014: $9,021,572Liabilities 2014: $1,611Net Assets 2014: $9,019,9612014Assets 2015: $9,334,942Liabilities 2015: $14Net Assets 2015: $9,334,9282015Assets 2016: $9,761,173Liabilities 2016: $0Net Assets 2016: $9,761,1732016Assets 2017: $9,816,573Liabilities 2017: $0Net Assets 2017: $9,816,5732017Assets 2018: $10,016,833Liabilities 2018: $0Net Assets 2018: $10,016,8332018Assets 2019: $10,457,990Liabilities 2019: $121,123Net Assets 2019: $10,336,8672019Assets 2020: $11,183,381Liabilities 2020: $368,666Net Assets 2020: $10,814,7152020Assets 2021: $12,621,332Liabilities 2021: $360,542Net Assets 2021: $12,260,7902021Assets 2022: $11,992,078Liabilities 2022: $402,368Net Assets 2022: $11,589,7102022Assets 2023: $12,538,567Liabilities 2023: $120,575Net Assets 2023: $12,417,9922023Assets 2024: $13,240,470Liabilities 2024: $135,074Net Assets 2024: $13,105,3962024

Highlighted filing

2017

Assets$9,816,573
Liabilities$0
Net Assets$9,816,573
Open 2017 Filing

Operations Trend

Revenue Growth19th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2012: $2,256,680Expenses 2012: $1,712,722Net Income 2012: $543,9582012Revenue 2013: $2,796,052Expenses 2013: $1,719,986Net Income 2013: $1,076,0662013Revenue 2014: $2,460,256Expenses 2014: $1,907,381Net Income 2014: $552,8752014Revenue 2015: $2,561,241Expenses 2015: $2,105,443Net Income 2015: $455,7982015Revenue 2016: $2,571,696Expenses 2016: $2,385,320Net Income 2016: $186,3762016Revenue 2017: $2,339,697Expenses 2017: $2,558,562Net Income 2017: -$218,8652017Revenue 2018: $2,743,547Expenses 2018: $2,797,479Net Income 2018: -$53,9322018Revenue 2019: $3,182,920Expenses 2019: $3,168,767Net Income 2019: $14,1532019Revenue 2020: $3,015,740Expenses 2020: $2,829,978Net Income 2020: $185,7622020Revenue 2021: $3,559,386Expenses 2021: $2,876,295Net Income 2021: $683,0912021Revenue 2022: $3,955,612Expenses 2022: $3,407,701Net Income 2022: $547,9112022Revenue 2023: $5,032,894Expenses 2023: $3,567,386Net Income 2023: $1,465,5082023Revenue 2024: $4,003,405Expenses 2024: $3,836,987Net Income 2024: $166,4182024

Highlighted filing

2017

Revenue$2,339,697
Expenses$2,558,562
Net Income-$218,865
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Nov 29, 2017
Return Version
2016v3.0
Gross Receipts
$2,346,375
Mission and Program Overview

Mission

NONE

To educate apprentices to become duly qualified journeymen in the sheet metal industry and to upgrade journeymen skills.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$9,761,173$9,816,573▲ $55,400
Investments Other Securities$7,225,254$7,659,215▲ $433,961
Land, Buildings, and Equipment, Net$1,498,807$1,343,546▼ $155,261
Investments in Publicly Traded Securities$431,379$433,484▲ $2,105
Cash and Non-Interest-Bearing Accounts$71,530$363,775▲ $292,245
Inventories for Sale or Use$7,538$16,161▲ $8,623
Savings and Temporary Cash Investments$526,665$392▼ $526,273
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$9,761,173$9,816,573▲ $55,400
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,761,173$9,816,573▲ $55,400
Total Liabilities and Net Assets / Fund Balance$9,761,173$9,816,573▲ $55,400

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$731,374$1,984,661$2,716,035
Equipment$140,943$737,950$878,893
Land$442,554-$442,554
Other Land Buildings$28,675$38,219$66,894
Other Securities$705,116--
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John HealyAdministratorFT$160,294$102,522$262,816
Barry RyanInstructorFT$113,304$93,455$206,759
Daniel FlynnInstructorFT$112,937$93,455$206,392

Board Members and Trustees

NameTitle
Barry DwyerTrustee
James MorganTrustee
John MartinTrustee
Kevin R GillTrustee
Richard KeoghTrustee
Robert ButlerTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$8,910
Program Service Revenue
$2,155,640
Investment Income
$163,329
Other Revenue
$11,818
Change in Net Assets
$-218,865

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,339,697
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$280,943
Total Revenue per Audited Statements
$2,620,640
Total Revenue per Form 990
$2,339,697
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,802,617
Other Expenses$755,945
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,015,754$303,933-$1,319,687
Other Employee Benefits$216,345$212,993-$429,338
Depreciation Depletion$179,755$6,321-$186,076
All Other Expenses$122,273$53,559-$175,832
Other Expenses$57,453--$57,453
Payroll Taxes$32,437$21,155-$53,592
Insurance$25,616$6,450-$32,066
Fees for Services Accounting-$22,900-$22,900
Office Expenses-$17,909-$17,909
Fees for Service Investment Mgmnt Fees-$6,295-$6,295
Conferences and Meetings-$1,714-$1,714
Advertising-$342-$342
Total Functional Expenses$1,904,991$653,571$0$2,558,562

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,565,240
Expenses per Audited Statements$2,558,562
Total Expenses per Form 990$2,558,562
Expenses Not Reported on Form 990$6,678
Expenses Not Reported on Financial Statements$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
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 990 will be provided to the training coordinator for review before it is filed.”

Form 990, Part VI, Section C, Line 19

“The organization does not make its governing documents, conflict of interest policy and financial statements avaliable to the public.”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“Robert butler - smw local #17, 1157 adams street, dorchester, ma 02124. James morgan - smw local #17, 1157 adams street, dorchester, ma 02124. Kevin r. Gill - mccusker-gill co., 75 indust'l pk. Rd., hingham, ma 02043. Barry dwyer - smw local #17, 1157 adams street, dorchester, ma 02124. Daniel flynn - smw local #17, 1157 adams street, dorchester, ma 02124. Barry ryan - smw local #17, 1157 adams street, dorchester, ma 02124. Richard keogh - smw local #17, 1157 adams street, dorchester, ma 02124. John martin - smw local #17, 1157 adams street, dorchester, ma 02124. John healy - 1181 adams street, dorchester, ma 02124.”

Filing and Contact Details

Filer

Filer Name
SHEET METAL WORKERS' LOCAL UNION NO 17
EIN
22-2562168
Phone
6172980850
Address
1181 ADAMS STREET, DORCHESTER, MA 02124-5710

Signing Officer

Name
John Healy
Title
Administrator
Phone
6172980850
Signed
2017-11-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Healy
Formed
1985
Legal Domicile
Ma
Voting Board Members
6
Independent Board Members
0
Employees
21
Volunteers
0

Preparer

Firm
Darmody Merlino & Co Llp
Address
75 FEDERAL STREET, BOSTON, MA 02110
Preparer
A Dennis Barbo
Phone
6174267300
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The trust fund is organized under internal revenue code section 501(c)(3) and is exempt from income taxes. The fund is subject to a tax on income from any unrelated business. The fund has adopted the recognition requirements for uncertain income tax positions, with no cumulative effect adjustment required. Income tax benefits are recognized for income tax positions taken or expected to be taken in a tax return, only when it is determined that the income tax position will more-likely-than-not be sustained upon examination by taxing authorities. The fund has analyzed tax positions taken for filing with the internal revenue service and all state jurisdictions where it operates. The fund believes that income tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse effect on the funds financial condition, results of operations or cash flows. The funds form 990, return of organization exempt from income tax, for the past three years are subject to routine audits by the internal revenue service. However, there are currently no audits for any tax periods in progress.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Cost related to sale of inventory included on from 990, part i, line 12b”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Cost related to sale of inventory included on from 990, part i, line 12b”

Raw XML AppendixShowing 400 of 502 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO EDUCATE APPRENTICES TO BECOME DULY QUALIFIED JOURNEYMEN IN THE SHEET METAL INDUSTRY AND TO UPGRADE JOURNEYMEN SKILLS.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0342
IRS990/AdvertisingGrp/TotalAmt0342
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt053559
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0122273
IRS990/AllOtherExpensesGrp/TotalAmt0175832
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BooksInCareOfDetail/PersonNm0JOHN HEALY
IRS990/BooksInCareOfDetail/PhoneNum06172980850
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01181 DORCHESTER STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0DORCHESTER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0021245710
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt071530
IRS990/CashNonInterestBearingGrp/EOYAmt0363775
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt01714
IRS990/ConferencesMeetingsGrp/TotalAmt01714
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CostOfGoodsSoldAmt06678
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt08910
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0163329
IRS990/CYOtherExpensesAmt0755945
IRS990/CYOtherRevenueAmt011818
IRS990/CYProgramServiceRevenueAmt02155640
IRS990/CYRevenuesLessExpensesAmt0-218865
IRS990/CYSalariesCompEmpBnftPaidAmt01802617
IRS990/CYTotalExpensesAmt02558562
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02339697
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt06321
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0179755
IRS990/DepreciationDepletionGrp/TotalAmt0186076
IRS990/Desc0THE EDUCATION OF APPROXIMATELY 170 APPRENTICES TO BECOME QUALIFIED JOURNEYMEN IN THE SHEET METAL INDUSTRY AND TO UPGRADE JOURNEYMEN SKILLS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt021
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01904991
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt022900
IRS990/FeesForServicesAccountingGrp/TotalAmt022900
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt06295
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt06295
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0ROBERT BUTLER
IRS990/Form990PartVIISectionAGrp/PersonNm1JAMES MORGAN
IRS990/Form990PartVIISectionAGrp/PersonNm2KEVIN R GILL
IRS990/Form990PartVIISectionAGrp/PersonNm3BARRY DWYER
IRS990/Form990PartVIISectionAGrp/PersonNm4RICHARD KEOGH
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN MARTIN
IRS990/Form990PartVIISectionAGrp/PersonNm6JOHN HEALY
IRS990/Form990PartVIISectionAGrp/PersonNm7DANIEL FLYNN
IRS990/Form990PartVIISectionAGrp/PersonNm8BARRY RYAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6262816
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7206392
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8206759
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7INSTRUCTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8INSTRUCTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01985
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0896
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GovernmentGrantsAmt08910
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0896
IRS990/GrossReceiptsAmt02346375
IRS990/GrossSalesOfInventoryAmt09539
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt06450
IRS990/InsuranceGrp/ProgramServicesAmt025616
IRS990/InsuranceGrp/TotalAmt032066
IRS990/InventoriesForSaleOrUseGrp/BOYAmt07538
IRS990/InventoriesForSaleOrUseGrp/EOYAmt016161
IRS990/InvestmentIncomeGrp/ExclusionAmt0162433
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0162433
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt07225254
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt07659215
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0431379
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0433484
IRS990/IRPDocumentCnt0273
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02760830
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01498807
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01343546
IRS990/LandBldgEquipCostOrOtherBssAmt04104376
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0NONE
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt09761173
IRS990/NetAssetsOrFundBalancesEOYAmt09816573
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0896
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0896
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt02861
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt02861
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0274265
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt017909
IRS990/OfficeExpensesGrp/TotalAmt017909
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0212993
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0216345
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0429338
IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/Desc1BUILDING REPAIRS & MAIN
IRS990/OtherExpensesGrp/Desc2PROFESSIONAL FEES - OTH
IRS990/OtherExpensesGrp/Desc3TRAINING COURSES
IRS990/OtherExpensesGrp/ProgramServicesAmt0130640
IRS990/OtherExpensesGrp/ProgramServicesAmt164924
IRS990/OtherExpensesGrp/ProgramServicesAmt259794
IRS990/OtherExpensesGrp/ProgramServicesAmt357453
IRS990/OtherExpensesGrp/TotalAmt0130640
IRS990/OtherExpensesGrp/TotalAmt164924
IRS990/OtherExpensesGrp/TotalAmt259794
IRS990/OtherExpensesGrp/TotalAmt357453
IRS990/OtherOrganizationDsc0TAX-EXEMPT TRUST
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0REIMBURSED EXPENSES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt08957
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt08957
IRS990/OtherRevenueTotalAmt08957
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0303933
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01015754
IRS990/OtherSalariesAndWagesGrp/TotalAmt01319687
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt021155
IRS990/PayrollTaxesGrp/ProgramServicesAmt032437
IRS990/PayrollTaxesGrp/TotalAmt053592
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JOHN HEALY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0CONTRACTOR CONTRIBUTIO
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02155640
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02155640
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt018628
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0133733
IRS990/PYOtherExpensesAmt0711234
IRS990/PYOtherRevenueAmt05039
IRS990/PYProgramServiceRevenueAmt02414296
IRS990/PYRevenuesLessExpensesAmt0186376
IRS990/PYSalariesCompEmpBnftPaidAmt01674086
IRS990/PYTotalExpensesAmt02385320
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02571696
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-218865
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02167458
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt09761173
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt09816573
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0526665
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0392
IRS990ScheduleA/SchoolInd0X
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/BookValueAmt0731374
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01984661
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02716035
IRS990ScheduleD/EquipmentGrp/BookValueAmt0140943
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0737950
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0878893
IRS990ScheduleD/ExpensesNotReportedAmt06678
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02558562
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0442554
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0442554
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0274265
IRS990ScheduleD/OtherExpensesIncludedAmt06678
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt028675
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt038219
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt066894
IRS990ScheduleD/OtherRevenueAmt06678
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01486979
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11969268
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt23497852
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3705116
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MUTUAL FUND - VANGUARD TOTAL BOND MARKET
IRS990ScheduleD/OtherSecuritiesGrp/Desc1MUTUAL FUND - VANGUARD TOTAL STOCK MARKET
IRS990ScheduleD/OtherSecuritiesGrp/Desc2MUTUAL FUND - BAIRD SHORT TERM BOND FUND INST CLASS
IRS990ScheduleD/OtherSecuritiesGrp/Desc3MUTUAL FUND - VANGUARD DEVELOPED MARKETS INDEX FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/RevenueNotReportedAmt0280943
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02339697
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST FUND IS ORGANIZED UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND IS EXEMPT FROM INCOME TAXES. THE FUND IS SUBJECT TO A TAX ON INCOME FROM ANY UNRELATED BUSINESS. THE FUND HAS ADOPTED THE RECOGNITION REQUIREMENTS FOR UNCERTAIN INCOME TAX POSITIONS, WITH NO CUMULATIVE EFFECT ADJUSTMENT REQUIRED. INCOME TAX BENEFITS ARE RECOGNIZED FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, ONLY WHEN IT IS DETERMINED THAT THE INCOME TAX POSITION WILL MORE-LIKELY-THAN-NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE FUND HAS ANALYZED TAX POSITIONS TAKEN FOR FILING WITH THE INTERNAL REVENUE SERVICE AND ALL STATE JURISDICTIONS WHERE IT OPERATES. THE FUND BELIEVES THAT INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON THE FUNDS FINANCIAL CONDITION, RESULTS OF OPERATIONS OR CASH FLOWS. THE FUNDS FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR THE PAST THREE YEARS ARE SUBJECT TO ROUTINE AUDITS BY THE INTERNAL REVENUE SERVICE. HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1COST RELATED TO SALE OF INVENTORY INCLUDED ON FROM 990, PART I, LINE 12B
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2COST RELATED TO SALE OF INVENTORY INCLUDED ON FROM 990, PART I, LINE 12B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01343546
IRS990ScheduleD/TotalBookValueSecuritiesAmt07659215
IRS990ScheduleD/TotalExpensesPerForm990Amt02558562
IRS990ScheduleD/TotalRevenuePerForm990Amt02339697
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02620640
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02565240
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0PUBLICATION GENERAL CIRCULATION NEWSPAPER (BOSTON GLOBE) SERVING ALL RACIAL SEGMENTS OF THE COMMUNITY AND FLYER SENT TO EMPLOYEES, SCHOOLS IN THE AREA, THIRD WORLD, NAACP, AND OTHER COMMUNITY ORGANIZATIONS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0160294
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1112937
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2113304
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt0102522
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt193455
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt293455
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JOHN HEALY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1DANIEL FLYNN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2BARRY RYAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1INSTRUCTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2INSTRUCTOR

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,816,573
Liabilities
$0
Net assets
$9,816,573
Revenue
$2,339,697
Expenses
$2,558,562
Net income
-$218,865
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.2$0.14$13.1$4.00$3.84$0.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.5$0.12$12.4$5.03$3.57$1.47
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.0$0.40$11.6$3.96$3.41$0.55
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.6$0.36$12.3$3.56$2.88$0.68
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.2$0.37$10.8$3.02$2.83$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.5$0.12$10.3$3.18$3.17$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.0$0.00$10.0$2.74$2.80$0.05
2017Detailed filing. Detailed filing data is available for this year.$9.82$0.00$9.82$2.34$2.56$0.22
2016Detailed filing. Detailed filing data is available for this year.$9.76$0.00$9.76$2.57$2.39$0.19
2015Detailed filing. Detailed filing data is available for this year.$9.33$0.00$9.33$2.56$2.11$0.46
2014Detailed filing. Detailed filing data is available for this year.$9.02$0.00$9.02$2.46$1.91$0.55
2013Summary only. Only limited summary data is available for this year.$8.16$0.00$8.16$2.80$1.72$1.08
2012Summary only. Only limited summary data is available for this year.$6.99$0.00$6.99$2.26$1.71$0.54