Civic Intelligence

Local 126 Ibew Occupational Safety Health & Educ Trust Fund

990 • Fiscal year 2019 • EIN 23-1919421

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 11, 2020

Organization ProfileN/A

View Organization Page

3455 Germantown PikeCollegeville, PA 19426

(610) 489-3990

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

5th percentile

0.00x

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

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

92nd percentile

56%

Higher net margin than 92% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

92nd percentile

$591,060

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 7.6% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

89th percentile

30%

Faster asset growth than 89% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

55th percentile

5.4%

Faster revenue growth than 55% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$19,588,987

Up $4,535,519 (+30%) from 2018

Net Assets

Up

$19,585,852

Up $4,535,193 (+30%) from 2018

Liabilities

Up

$3,135

Up $326 (+12%) from 2018

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin92nd percentile

Revenue

Up

$7,812,869

Up $398,260 (+5.4%) from 2018

Expenses

Up

$3,460,457

Up $870,635 (+34%) from 2018

Net Income

Down

$4,352,412

Down $472,375 (-9.8%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$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

2019

Assets$19,588,987
Liabilities$3,135
Net Assets$19,585,852
Open 2019 Filing

Operations Trend

Revenue Growth55th percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$7,812,869
Expenses$3,460,457
Net Income$4,352,412
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 11, 2020
Return Version
2019v5.1
Gross Receipts
$10,083,823
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$15,050,659$19,585,852▲ $4,535,193
Land, Buildings, and Equipment, Net$6,620,032$10,469,029▲ $3,848,997
Savings and Temporary Cash Investments$4,274,511$5,458,417▲ $1,183,906
Cash and Non-Interest-Bearing Accounts$3,472,027$2,802,548▼ $669,479
Investments in Publicly Traded Securities$685,397$858,290▲ $172,893
Accounts Receivable$1,501$703▼ $798
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$15,053,468$19,588,987▲ $4,535,519
Liabilities
Other Liabilities$2,809$3,135▲ $326
Total Liabilities$2,809$3,135▲ $326
Net Assets / Fund Balance
Total Net Assets Fund Balance$15,050,659$19,585,852▲ $4,535,193
Total Liabilities and Net Assets / Fund Balance$15,053,468$19,588,987▲ $4,535,519

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,915,613$592,317$10,507,930
Equipment$297,642$396,006$693,648
Land$223,671-$223,671
Other Land Buildings$32,103$139,456$171,559
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steve W LutzDirectorFT$180,271$65,975$246,246
Steven KuncelmanAsst DirectorFT$168,137$63,337$231,474

Board Members and Trustees

NameTitle
Christopher JohnstonManagement Trustee
Jeffrey P ScarpelloManagement Trustee
Randy RobertsManagement Trustee
Christopher WentzelUnion Trustee
Patrick a CaseyUnion Trustee
Richard MuttikUnion Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Design Build LLCConstruction Of Building922 CEDAR GROVE RD, Broomall, PA 19008$3,669,623
Pnc BankLoan Fees500 FIRST AVENUE, Pittsburgh, PA 15219$230,300
Partners In SafetyMedical Services800 ROUTE 17M, Middletown, NY 10940$103,810
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,667,718
Investment Income
$85,852
Other Revenue
$59,299
Change in Net Assets
$4,352,412

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,802,869
Revenue Not Reported on Financial Statements
$10,000
Revenue Not Reported on Form 990
$182,779
Total Revenue per Audited Statements
$7,985,648
Total Revenue per Form 990
$7,812,869
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,696,618
Salaries, Compensation, and Employee Benefits$763,839
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$507,858-$507,858
Other Expenses$146,871$230,300-$146,871
Depreciation Depletion-$143,517-$143,517
Occupancy-$114,374-$114,374
Pension Plan Contributions-$113,918-$113,918
Other Employee Benefits-$106,594-$106,594
Office Expenses-$96,346-$96,346
Insurance-$52,772-$52,772
All Other Expenses$7,065$43,493-$50,558
Travel-$46,157-$46,157
Payroll Taxes-$35,469-$35,469
Fees for Services Accounting-$30,528-$30,528
Information Technology-$28,855-$28,855
Fees for Service Investment Mgmnt Fees-$10,000-$10,000
Fees for Services Legal-$4,200-$4,200
Total Functional Expenses$1,896,076$1,564,381$0$3,460,457

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,460,457
Expenses per Audited Statements$3,450,457
Total Expenses per Audited Statements$3,450,457
Expenses Not Reported on Financial Statements$10,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Withholdings$3,135
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 Occupationalsafety
EIN
23-1919421
Phone
6104893990
Address
3455 GERMANTOWN PIKE, COLLEGEVILLE, PA 19426

Signing Officer

Name
Steve W Lutz
Title
Director
Phone
6104893990
Signed
2020-08-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve W Lutz
Formed
1973
Legal Domicile
Pa
Voting Board Members
6
Independent Board Members
6
Employees
4
Volunteers
0

Preparer

Firm
Novak Francella LLC
Address
ONE PRESIDENTIAL BLVD SUITE 330, BALA CYNWYD, PA 19004
Preparer
Louis Verzella CPA
Phone
6106689400
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“ROUNDING 2.”

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 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 629 raw XML fields

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

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IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt056563
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt056563
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0182779
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0114374
IRS990/OccupancyGrp/TotalAmt0114374
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt096346
IRS990/OfficeExpensesGrp/TotalAmt096346
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt02
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0106594
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0106594
IRS990/OtherExpensesGrp/Desc0TRAINING SUPPLIES AND E
IRS990/OtherExpensesGrp/Desc1SAFETY EDUCATION
IRS990/OtherExpensesGrp/Desc2LOAN FEES
IRS990/OtherExpensesGrp/Desc3DRUG SCREENING AND PHYS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0230300
IRS990/OtherExpensesGrp/ProgramServicesAmt01142499
IRS990/OtherExpensesGrp/ProgramServicesAmt1599641
IRS990/OtherExpensesGrp/ProgramServicesAmt2146871
IRS990/OtherExpensesGrp/TotalAmt01142499
IRS990/OtherExpensesGrp/TotalAmt1599641
IRS990/OtherExpensesGrp/TotalAmt2230300
IRS990/OtherExpensesGrp/TotalAmt3146871
IRS990/OtherLiabilitiesGrp/BOYAmt02809
IRS990/OtherLiabilitiesGrp/EOYAmt03135
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02736
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02736
IRS990/OtherRevenueTotalAmt02736
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0507858
IRS990/OtherSalariesAndWagesGrp/TotalAmt0507858
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt035469
IRS990/PayrollTaxesGrp/TotalAmt035469
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0113918
IRS990/PensionPlanContributionsGrp/TotalAmt0113918
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0STEVE W LUTZ
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07667718
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07667718
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt086497
IRS990/PYOtherExpensesAmt01856165
IRS990/PYOtherRevenueAmt068252
IRS990/PYProgramServiceRevenueAmt07259860
IRS990/PYRevenuesLessExpensesAmt04824787
IRS990/PYSalariesCompEmpBnftPaidAmt0733657
IRS990/PYTotalExpensesAmt02589822
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07414609
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt04352412
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt056563
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt07649500
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt015050659
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt019585852
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04274511
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05458417
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME - 2015 AMOUNT: $ 452. 2016 AMOUNT: $ 13,530. 2017 AMOUNT: $ 449. 2018 AMOUNT: $ 377. 2019 AMOUNT: $ 2,736. OFFICE RENTAL - 2015 AMOUNT: $ 64,065. 2016 AMOUNT: $ 64,065. 2017 AMOUNT: $ 67,875. 2018 AMOUNT: $ 67,875. 2019 AMOUNT: $ 56,563. TRAINING SUBSIDY - REALIZED GAIN LOSS ON SALE OF SECURITIES - 2015 AMOUNT: $ -2,778. 2016 AMOUNT: $ 12,096. 2017 AMOUNT: $ -1,207. 2018 AMOUNT: $ 146. 2019 AMOUNT: $ 1,548. OTHER INVESTMENT INCOME -
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07667718
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07259860
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05292957
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03257131
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02614259
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt026091925
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0106806
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt086351
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt066668
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt064089
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt065407
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0389321
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0106806
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt086351
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt066668
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt064089
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt065407
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0389321
IRS990ScheduleA/InvestmentIncomeCYPct00.01450
IRS990ScheduleA/InvestmentIncomePYPct00.01420
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt060847
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt068398
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt067117
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt089691
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt061739
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0347792
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97250
IRS990ScheduleA/PublicSupportPY509Pct00.96870
IRS990ScheduleA/PublicSupportTotal509Amt026091925
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt07667718
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt07259860
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt05292957
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03257131
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02614259
IRS990ScheduleA/Total509Grp/TotalAmt026091925
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt07835371
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt07414609
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt05426742
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03410911
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02741405
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt026829038
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt09915613
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0592317
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt010507930
IRS990ScheduleD/EquipmentGrp/BookValueAmt0297642
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0396006
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0693648
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt010000
IRS990ScheduleD/ExpensesSubtotalAmt03450457
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt010000
IRS990ScheduleD/InvestmentExpensesNotIncldAmt010000
IRS990ScheduleD/LandGrp/BookValueAmt0223671
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0223671
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0182779
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt032103
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0139456
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0171559
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03135
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL WITHHOLDINGS
IRS990ScheduleD/RevenueNotReportedAmt0182779
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt010000
IRS990ScheduleD/RevenueSubtotalAmt07802869
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND 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/TotalBookValueLandBuildingsAmt010469029
IRS990ScheduleD/TotalExpensesPerForm990Amt03460457
IRS990ScheduleD/TotalLiabilityAmt03135
IRS990ScheduleD/TotalRevenuePerForm990Amt07812869
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07985648
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03450457
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3180271
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt4168137
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt090000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0409117
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1149480
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2180089
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt30

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,588,987
Liabilities
$3,135
Net assets
$19,585,852
Revenue
$7,812,869
Expenses
$3,460,457
Net income
$4,352,412
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
Peer Organizations

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