Civic Intelligence

Local 126 Ibew Occupational Safety Health & Education Trust Fund

EIN 23-1919421 • 501(c)3 • Collegeville, PA

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Profile

Provide occupational training, education, and testing for members of ibew local #126.

3455 Germantown PikeCollegeville, PA 19426

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

5th percentile

0.00x

Higher debt load relative to assets than 5% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

6th percentile

0.00x

Higher debt load relative to revenue than 6% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

87th percentile

43%

Higher net margin than 87% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

89th percentile

$708,309

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 7.8% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

71st percentile

12%

Faster asset growth than 71% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

65th percentile

16%

Faster revenue growth than 65% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$41,054,213

Up $4,304,101 (+12%) from 2023

Liabilities

Up

$15,550

Up $11,126 (+251%) from 2023

Net Assets

Up

$41,038,663

Up $4,292,975 (+12%) from 2023

Operations
Liabilities / Revenue6th percentileNet Margin87th percentile

Revenue

Up

$9,070,421

Up $1,226,347 (+16%) from 2023

Expenses

Up

$5,202,825

Up $572,383 (+12%) from 2023

Net Income

Up

$3,867,596

Up $653,964 (+20%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2010: $3,385,146Liabilities 2010: $351,402Net Assets 2010: $3,033,7442010Assets 2011: $3,573,224Liabilities 2011: $1,297Net Assets 2011: $3,571,9272011Assets 2012: $3,796,914Liabilities 2012: $1,365Net Assets 2012: $3,795,5492012Assets 2013: $4,030,856Liabilities 2013: $1,502Net Assets 2013: $4,029,3542013Assets 2014: $5,093,319Liabilities 2014: $2,072Net Assets 2014: $5,091,2472014Assets 2015: $5,790,354Liabilities 2015: $2,250Net Assets 2015: $5,788,1042015Assets 2016: $7,156,709Liabilities 2016: $2,470Net Assets 2016: $7,154,2392016Assets 2017: $10,337,208Liabilities 2017: $2,634Net Assets 2017: $10,334,5742017Assets 2018: $15,053,468Liabilities 2018: $2,809Net Assets 2018: $15,050,6592018Assets 2019: $19,588,987Liabilities 2019: $3,135Net Assets 2019: $19,585,8522019Assets 2020: $24,459,722Liabilities 2020: $3,227Net Assets 2020: $24,456,4952020Assets 2021: $29,937,018Liabilities 2021: $3,282Net Assets 2021: $29,933,7362021Assets 2022: $33,254,767Liabilities 2022: $4,024Net Assets 2022: $33,250,7432022Assets 2023: $36,750,112Liabilities 2023: $4,424Net Assets 2023: $36,745,6882023Assets 2024: $41,054,213Liabilities 2024: $15,550Net Assets 2024: $41,038,6632024

Highlighted filing

2024

Assets$41,054,213
Liabilities$15,550
Net Assets$41,038,663
Open 2024 Filing

Operations Trend

Revenue Growth65th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0Expenses 2010: $1,384,1202010Expenses 2011: $1,635,1992011Expenses 2012: $1,636,8382012Revenue 2013: $2,055,145Expenses 2013: $1,819,861Net Income 2013: $235,2842013Revenue 2014: $2,809,936Expenses 2014: $1,739,140Net Income 2014: $1,070,7962014Revenue 2015: $2,740,156Expenses 2015: $2,000,553Net Income 2015: $739,6032015Revenue 2016: $3,446,607Expenses 2016: $2,198,227Net Income 2016: $1,248,3802016Revenue 2017: $5,426,742Expenses 2017: $2,345,275Net Income 2017: $3,081,4672017Revenue 2018: $7,414,609Expenses 2018: $2,589,822Net Income 2018: $4,824,7872018Revenue 2019: $7,812,869Expenses 2019: $3,460,457Net Income 2019: $4,352,4122019Revenue 2020: $8,587,312Expenses 2020: $3,754,078Net Income 2020: $4,833,2342020Revenue 2021: $8,877,722Expenses 2021: $3,593,532Net Income 2021: $5,284,1902021Revenue 2022: $8,344,100Expenses 2022: $4,576,215Net Income 2022: $3,767,8852022Revenue 2023: $7,844,074Expenses 2023: $4,630,442Net Income 2023: $3,213,6322023Revenue 2024: $9,070,421Expenses 2024: $5,202,825Net Income 2024: $3,867,5962024

Highlighted filing

2024

Revenue$9,070,421
Expenses$5,202,825
Net Income$3,867,596
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$41,054,213
Liabilities
$15,550
Net assets
$41,038,663
Revenue
$9,070,421
Expenses
$5,202,825
Net income
$3,867,596
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.1$0.02$41.0$9.07$5.20$3.87
2023Detailed filing. Detailed filing data is available for this year.$36.8$0.00$36.7$7.84$4.63$3.21
2022Detailed filing. Detailed filing data is available for this year.$33.3$0.00$33.3$8.34$4.58$3.77
2021Detailed filing. Detailed filing data is available for this year.$29.9$0.00$29.9$8.88$3.59$5.28
2020Detailed filing. Detailed filing data is available for this year.$24.5$0.00$24.5$8.59$3.75$4.83
2019Detailed filing. Detailed filing data is available for this year.$19.6$0.00$19.6$7.81$3.46$4.35
2018Detailed filing. Detailed filing data is available for this year.$15.1$0.00$15.1$7.41$2.59$4.82
2017Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$5.43$2.35$3.08
2016Detailed filing. Detailed filing data is available for this year.$7.16$0.00$7.15$3.45$2.20$1.25
2015Detailed filing. Detailed filing data is available for this year.$5.79$0.00$5.79$2.74$2.00$0.74
2014Detailed filing. Detailed filing data is available for this year.$5.09$0.00$5.09$2.81$1.74$1.07
2013Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$2.06$1.82$0.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.80$0.00$3.80$1.64
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.57$0.00$3.57$1.64
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.39$0.35$3.03$1.38
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 30, 2025
Return Version
2024v5.2
Gross Receipts
$24,127,135
Mission and Program Overview

Mission

Provide occupational training, education, and testing for members of ibew local #126.

Fund provides occupational training, education, and testing for members of ibew local #126.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$36,745,688$41,038,663▲ $4,292,975
Investments in Publicly Traded Securities$23,327,998$25,361,634▲ $2,033,636
Land, Buildings, and Equipment, Net$11,009,942$11,393,101▲ $383,159
Savings and Temporary Cash Investments$1,075,457$3,935,177▲ $2,859,720
Cash and Non-Interest-Bearing Accounts$1,336,715$364,301▼ $972,414
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$36,750,112$41,054,213▲ $4,304,101
Liabilities
Accounts Payable and Accrued Expenses$4,424$15,550▲ $11,126
Total Liabilities$4,424$15,550▲ $11,126
Net Assets / Fund Balance
Total Net Assets Fund Balance$36,745,688$41,038,663▲ $4,292,975
Total Liabilities and Net Assets / Fund Balance$36,750,112$41,054,213▲ $4,304,101

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$10,605,198$2,313,823$12,919,021
Equipment$117,894$763,979$881,873
Land$535,346-$535,346
Other Land Buildings$134,663$267,073$401,736
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steve W LutzDirectorFT$216,392$85,091$301,483
Steven KuncelmanAsst DirectorFT$201,006$81,205$282,211
Joseph MuscaraAsst DirectorFT$195,974$79,087$275,061
Diane L Dello BuonoBookkeeperFT$104,005$56,130$160,135

Board Members and Trustees

NameTitle
Harry B Miller IiiManagement Trustee
Jeffrey P ScarpelloManagement Trustee
Pete HuberManagement Trustee
Randy RobertsManagement Trustee (p)
Christopher WentzelUnion Trustee
Patrick a CaseyUnion Trustee
Richard MuttikUnion Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Partners In SafetyMedical Services800 ROUTE 17M, Middletown, NY 10940$219,841
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,399,550
Investment Income
$1,540,066
Other Revenue
$130,805
Change in Net Assets
$3,867,596

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,011,048
Revenue Not Reported on Financial Statements
$59,373
Revenue Not Reported on Form 990
$425,379
Total Revenue per Audited Statements
$9,436,427
Total Revenue per Form 990
$9,070,421
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,976,615
Salaries, Compensation, and Employee Benefits$1,226,210
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$814,203-$814,203
Depreciation Depletion-$514,708-$514,708
Occupancy-$220,328-$220,328
Pension Plan Contributions-$218,109-$218,109
Other Employee Benefits-$137,311-$137,311
Office Expenses-$118,485-$118,485
Insurance-$67,151-$67,151
Travel-$59,378-$59,378
Fees for Service Investment Mgmnt Fees-$59,373-$59,373
Payroll Taxes-$56,587-$56,587
Other Expenses$175,216$55,194-$55,194
Information Technology-$51,493-$51,493
All Other Expenses$49,657--$49,657
Fees for Services Accounting-$30,066-$30,066
Fees for Services Other-$20,892-$20,892
Fees for Services Legal-$16,962-$16,962
Total Functional Expenses$2,762,585$2,440,240$0$5,202,825

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,202,825
Expenses per Audited Statements$5,143,452
Total Expenses per Audited Statements$5,143,452
Expenses Not Reported on Financial Statements$59,373
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
Audit committee
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
No
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

“Completed form 990 is provided to the trustees for review prior to filing.”

Form 990, Part VI, Section C, Line 19

“All applicable documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Local 126 Ibew Occupational Safety
EIN
23-1919421
Phone
6104893990
Address
3455 GERMANTOWN PIKE, COLLEGEVILLE, PA 19426

Signing Officer

Name
Steve W Lutz
Title
Director
Phone
6104893990
Signed
2025-09-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve W Lutz
Formed
1973
Legal Domicile
Pa
Voting Board Members
6
Independent Board Members
3
Employees
5
Volunteers
0

Preparer

Firm
Novak Francella LLC
Address
40 MONUMENT RD 5TH FLR, BALA CYNWYD, PA 19004
Preparer
Louis Verzella CPA
Phone
6106689400
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 1:

“The local 126 o.s.h.e. Trust's financial statements were prepared using the modified cash basis of accounting.”

FORM 990, PART XII, LINE 2C:

“The process has not changed.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require fund management to evaluate tax positions taken by the fund and to recognize a tax liability if the fund has taken an uncertain position that, more likely than not, would not be sustained upon examination by the u.s. Federal, state, or local taxing authorities. The fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Typically, tax years will remain open for three years; however, this may differ depending upon the circumstances of the fund.”

Raw XML AppendixShowing 400 of 653 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/GainOrLossGrp/SecuritiesAmt055029
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt015111743
IRS990/GrossReceiptsAmt024127135
IRS990/GrossRentsGrp/RealAmt0113716
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt051493
IRS990/InformationTechnologyGrp/TotalAmt051493
IRS990/InsuranceGrp/ManagementAndGeneralAmt067151
IRS990/InsuranceGrp/TotalAmt067151
IRS990/InvestmentIncomeGrp/ExclusionAmt01485037
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01485037
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt023327998
IRS990/InvestmentsPubTradedSecGrp/EOYAmt025361634
IRS990/IRPDocumentCnt025
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03344875
IRS990/LandBldgEquipBasisNetGrp/BOYAmt011009942
IRS990/LandBldgEquipBasisNetGrp/EOYAmt011393101
IRS990/LandBldgEquipCostOrOtherBssAmt014737976
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt015056714
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE OCCUPATIONAL TRAINING, EDUCATION, AND TESTING FOR MEMBERS OF IBEW LOCAL #126.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt036745688
IRS990/NetAssetsOrFundBalancesEOYAmt041038663
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt055029
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt055029
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0113716
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0113716
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0425379
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0220328
IRS990/OccupancyGrp/TotalAmt0220328
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0118485
IRS990/OfficeExpensesGrp/TotalAmt0118485
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0137311
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0137311
IRS990/OtherExpensesGrp/Desc0TRAINING SUPPLIES AND E
IRS990/OtherExpensesGrp/Desc1SAFETY EDUCATION
IRS990/OtherExpensesGrp/Desc2DRUG SCREENING AND PHYS
IRS990/OtherExpensesGrp/Desc3REIMBURSED EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt055194
IRS990/OtherExpensesGrp/ProgramServicesAmt01650205
IRS990/OtherExpensesGrp/ProgramServicesAmt1887507
IRS990/OtherExpensesGrp/ProgramServicesAmt2175216
IRS990/OtherExpensesGrp/TotalAmt01650205
IRS990/OtherExpensesGrp/TotalAmt1887507
IRS990/OtherExpensesGrp/TotalAmt2175216
IRS990/OtherExpensesGrp/TotalAmt355194
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt017089
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt017089
IRS990/OtherRevenueTotalAmt017089
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0814203
IRS990/OtherSalariesAndWagesGrp/TotalAmt0814203
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt056587
IRS990/PayrollTaxesGrp/TotalAmt056587
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0218109
IRS990/PensionPlanContributionsGrp/TotalAmt0218109
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0STEVE W LUTZ
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07399550
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07399550
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01153004
IRS990/PYOtherExpensesAmt03476710
IRS990/PYOtherRevenueAmt0119887
IRS990/PYProgramServiceRevenueAmt06571183
IRS990/PYRevenuesLessExpensesAmt03213632
IRS990/PYSalariesCompEmpBnftPaidAmt01153732
IRS990/PYTotalExpensesAmt04630442
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07844074
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt03867596
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0113716
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt07399550
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt036745688
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt041038663
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01075457
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03935177
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME - 2020 AMOUNT: $ 3,099. 2021 AMOUNT: $ 33,454. 2022 AMOUNT: $ 464. 2023 AMOUNT: $ 3,020. 2024 AMOUNT: $ 17,089. OFFICE RENTAL - 2020 AMOUNT: $ 73,531. 2021 AMOUNT: $ 136,438. 2022 AMOUNT: $ 106,806. 2023 AMOUNT: $ 116,867. 2024 AMOUNT: $ 113,716. TRAINING SUBSIDY - REALIZED GAIN LOSS ON SALE OF SECURITIES - 2020 AMOUNT: $ -33,126. 2021 AMOUNT: $ -7,625. 2022 AMOUNT: $ -211,178. 2023 AMOUNT: $ 281,313. 2024 AMOUNT: $ 55,029. OTHER INVESTMENT INCOME -
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07399550
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06571183
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08050627
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08653732
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt08455812
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt039130904
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01910416
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01100987
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0397381
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt061723
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt087494
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03558001
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01910416
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01100987
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0397381
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt061723
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt087494
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03558001
IRS990ScheduleA/InvestmentIncomeCYPct00.08200
IRS990ScheduleA/InvestmentIncomePYPct00.04210
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0185834
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0401200
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0-103908
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0162267
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt043504
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0688897
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.90210
IRS990ScheduleA/PublicSupportPY509Pct00.94440
IRS990ScheduleA/PublicSupportTotal509Amt039130904
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt07399550
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt06571183
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt08050627
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt08653732
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt08455812
IRS990ScheduleA/Total509Grp/TotalAmt039130904
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt09495800
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt08073370
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt08344100
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt08877722
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt08586810
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt043377802
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt010605198
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02313823
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt012919021
IRS990ScheduleD/EquipmentGrp/BookValueAmt0117894
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0763979
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0881873
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt059373
IRS990ScheduleD/ExpensesSubtotalAmt05143452
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt059373
IRS990ScheduleD/InvestmentExpensesNotIncldAmt059373
IRS990ScheduleD/LandGrp/BookValueAmt0535346
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0535346
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0425379
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0134663
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0267073
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0401736
IRS990ScheduleD/RevenueNotReportedAmt0425379
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt059373
IRS990ScheduleD/RevenueSubtotalAmt09011048
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND TO RECOGNIZE A TAX LIABILITY IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE FUND.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt011393101
IRS990ScheduleD/TotalExpensesPerForm990Amt05202825
IRS990ScheduleD/TotalRevenuePerForm990Amt09070421
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt09436427
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05143452
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2216392
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt4201006
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt5195974
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt6104005
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt018000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40

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