Civic Intelligence

Sheet Metal Workers Joint Apprenticeship Fund of Philadelphia and Vicinity

990 • Fiscal year 2025 • EIN 23-6428928

May 01, 2024 to Apr 30, 2025 • Filed on Feb 13, 2026

Organization ProfileN/A
1301 S Columbus BlvdPhiladelphia, PA 19147

(215) 952-1950

Siviq Scores

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

Liabilities / Assets

75th percentile

0.29x

Higher debt load relative to assets than 75% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

83rd percentile

0.55x

Higher debt load relative to revenue than 83% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

24th percentile

-5.9%

Higher net margin than 24% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

95th percentile

$290,172

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 11.1% of source-year revenue.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

83rd percentile

22%

Faster asset growth than 83% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

68th percentile

17%

Faster revenue growth than 68% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$4,951,557

Up $905,087 (+22%) from 2024

Net Assets

Down

$3,526,134

Down $89,468 (-2.5%) from 2024

Liabilities

Up

$1,425,423

Up $994,555 (+231%) from 2024

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin24th percentile

Revenue

Up

$2,605,682

Up $386,218 (+17%) from 2024

Expenses

Up

$2,758,814

Up $311,101 (+13%) from 2024

Net Income

Up

-$153,132

Up $75,117 (+33%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $1,024,892Liabilities 2012: $120,846Net Assets 2012: $904,0462012Assets 2013: $964,634Liabilities 2013: $58,408Net Assets 2013: $906,2262013Assets 2014: $959,870Liabilities 2014: $76,086Net Assets 2014: $883,7842014Assets 2015: $1,102,460Liabilities 2015: $70,852Net Assets 2015: $1,031,6082015Assets 2016: $1,367,407Liabilities 2016: $38,113Net Assets 2016: $1,329,2942016Assets 2017: $2,060,551Liabilities 2017: $80,687Net Assets 2017: $1,979,8642017Assets 2018: $2,512,768Liabilities 2018: $70,931Net Assets 2018: $2,441,8372018Assets 2019: $3,237,239Liabilities 2019: $91,065Net Assets 2019: $3,146,1742019Assets 2020: $3,358,553Liabilities 2020: $82,775Net Assets 2020: $3,275,7782020Assets 2021: $4,172,333Liabilities 2021: $124,763Net Assets 2021: $4,047,5702021Assets 2022: $4,123,037Liabilities 2022: $122,381Net Assets 2022: $4,000,6562022Assets 2023: $4,414,513Liabilities 2023: $811,764Net Assets 2023: $3,602,7492023Assets 2024: $4,046,470Liabilities 2024: $430,868Net Assets 2024: $3,615,6022024Assets 2025: $4,951,557Liabilities 2025: $1,425,423Net Assets 2025: $3,526,1342025

Highlighted filing

2025

Assets$4,951,557
Liabilities$1,425,423
Net Assets$3,526,134
Open 2025 Filing

Operations Trend

Revenue Growth68th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2012: $1,446,6032012Expenses 2013: $1,530,0382013Revenue 2014: $1,535,091Expenses 2014: $1,592,406Net Income 2014: -$57,3152014Revenue 2015: $1,573,310Expenses 2015: $1,459,417Net Income 2015: $113,8932015Revenue 2016: $1,888,357Expenses 2016: $1,591,489Net Income 2016: $296,8682016Revenue 2017: $2,286,679Expenses 2017: $1,656,960Net Income 2017: $629,7192017Revenue 2018: $2,458,202Expenses 2018: $2,002,312Net Income 2018: $455,8902018Revenue 2019: $2,798,508Expenses 2019: $2,156,969Net Income 2019: $641,5392019Revenue 2020: $2,457,179Expenses 2020: $2,216,457Net Income 2020: $240,7222020Revenue 2021: $2,481,756Expenses 2021: $1,974,282Net Income 2021: $507,4742021Revenue 2022: $2,186,646Expenses 2022: $2,267,569Net Income 2022: -$80,9232022Revenue 2023: $2,171,547Expenses 2023: $2,420,680Net Income 2023: -$249,1332023Revenue 2024: $2,219,464Expenses 2024: $2,447,713Net Income 2024: -$228,2492024Revenue 2025: $2,605,682Expenses 2025: $2,758,814Net Income 2025: -$153,1322025

Highlighted filing

2025

Revenue$2,605,682
Expenses$2,758,814
Net Income-$153,132
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Feb 13, 2026
Return Version
2024v5.5
Gross Receipts
$2,987,258
Mission and Program Overview

Mission

The purpose of the fund is to conduct an organized training and education program for all apprentice and journeyman sheet metal workers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,615,602$3,526,134▼ $89,468
Investments in Publicly Traded Securities$1,972,988$2,122,734▲ $149,746
Intangible Assets$274,317$1,258,099▲ $983,782
Cash and Non-Interest-Bearing Accounts$1,344,602$1,104,633▼ $239,969
Accounts Receivable$150,361$200,773▲ $50,412
Land, Buildings, and Equipment, Net$171,133$148,413▼ $22,720
Savings and Temporary Cash Investments$86,007$87,890▲ $1,883
Prepaid Expenses and Deferred Charges$22,721$25,643▲ $2,922
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$4,046,470$4,951,557▲ $905,087
Other Assets Total$24,341$3,372▼ $20,969
Liabilities
Other Liabilities$340,579$1,324,361▲ $983,782
Accounts Payable and Accrued Expenses$90,289$101,062▲ $10,773
Total Liabilities$430,868$1,425,423▲ $994,555
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,615,602$3,526,134▼ $89,468
Total Liabilities and Net Assets / Fund Balance$4,046,470$4,951,557▲ $905,087

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$119,424$717,259$836,683
Equipment$27,086$426,524$453,610
Buildings$1,903$118,401$120,304
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donald Smith JrTraining CoordinatorFT$181,698$108,474$290,172
Robert McfaddenTraining InstructorFT$165,415$108,747$274,162
Ronald DeichertTraining InstructorFT$109,346$25,199$134,545

Board Members and Trustees

NameTitle
Bryan BushCo-chairman - Labor Trustee
Gary MasinoCo-chairman - Labor Trustee (p)
Peter JenkinsCo-chairman - Management Trustee
Matthew SanoCo-chairman - Management Trustee (p)
Gerard GontzLabor Trustee
Howard VanburenLabor Trustee
Luke GordonLabor Trustee
Tom BushLabor Trustee
Ernest P MenoldManagement Trustee
Gary LutheManagement Trustee
Jennifer LohrManagement Trustee
Robert Johnston JrManagement Trustee
Dominic BonitatisManagement Trustee (p)
Revenue and Support

Revenue Composition

Contributions and Grants
$145,907
Program Service Revenue
$2,371,352
Investment Income
$88,423
Other Revenue
$0
All Other Contributions
$32,000
Change in Net Assets
$-153,132

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,603,957
Revenue Not Reported on Financial Statements
$1,725
Revenue Not Reported on Form 990
$63,664
Total Revenue per Audited Statements
$2,667,621
Total Revenue per Form 990
$2,605,682
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,679,080
Other Expenses$1,079,734
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,072,320--$1,072,320
Occupancy$388,842$129,614-$518,456
Pension Plan Contributions$325,749--$325,749
Other Employee Benefits$197,145--$197,145
Office Expenses-$117,002-$117,002
Payroll Taxes$83,866--$83,866
Information Technology$44,766$14,922-$59,688
Fees for Service Investment Mgmnt Fees-$50,355-$50,355
Depreciation Depletion$14,602$12,572-$27,174
Insurance$19,189$6,396-$25,585
Conferences and Meetings-$20,523-$20,523
Fees for Services Accounting-$10,750-$10,750
Travel-$8,043-$8,043
Other Expenses$6,350--$6,350
Total Functional Expenses$2,388,637$370,177$0$2,758,814

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,758,814
Expenses per Audited Statements$2,757,089
Total Expenses per Audited Statements$2,757,089
Expenses Not Reported on Financial Statements$1,725
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
Operating Lease Obligation$1,258,099
Due to Related Funds$66,262
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
Yes
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

“A copy of the form 990 is provided to the fund's trustees for their review prior to signing.”

Form 990, Part VI, Section B, Line 15A

“The trustees approve of the compensation package provided to the fund administrator.”

Form 990, Part VI, Section C, Line 19

“The fund has made governing documents, financial statements and form 990 available upon request.”

Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers Joint Apprenticeship
EIN
23-6428928
Phone
2159521950
Address
1301 S COLUMBUS BLVD, PHILADELPHIA, PA 19147

Signing Officer

Name
Bryan Bush
Title
Co-chairman
Phone
2159521950
Signed
2026-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bryan Bush
Formed
1967
Legal Domicile
Pa
Voting Board Members
10
Independent Board Members
10
Employees
34
Volunteers
0

Preparer

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

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization's governing body is responsible for oversight of the audit and for the selection of the independent accountant.”

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, fund tax years will remain open for three years; however, this may differ depending upon the circumstances of the fund.”

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IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt014922
IRS990/InformationTechnologyGrp/ProgramServicesAmt044766
IRS990/InformationTechnologyGrp/TotalAmt059688
IRS990/InsuranceGrp/ManagementAndGeneralAmt06396
IRS990/InsuranceGrp/ProgramServicesAmt019189
IRS990/InsuranceGrp/TotalAmt025585
IRS990/IntangibleAssetsGrp/BOYAmt0274317
IRS990/IntangibleAssetsGrp/EOYAmt01258099
IRS990/InvestmentIncomeGrp/ExclusionAmt088066
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt088066
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01972988
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02122734
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01262184
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0171133
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0148413
IRS990/LandBldgEquipCostOrOtherBssAmt01410597
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0381576
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PURPOSE OF THE FUND IS TO CONDUCT AN ORGANIZED TRAINING AND EDUCATION PROGRAM FOR ALL APPRENTICE AND JOURNEYMAN SHEET METAL WORKERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03615602
IRS990/NetAssetsOrFundBalancesEOYAmt03526134
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0357
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0357
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt063664
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0129614
IRS990/OccupancyGrp/ProgramServicesAmt0388842
IRS990/OccupancyGrp/TotalAmt0518456
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0117002
IRS990/OfficeExpensesGrp/TotalAmt0117002
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt024341
IRS990/OtherAssetsTotalGrp/EOYAmt03372
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0197145
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0197145
IRS990/OtherExpensesGrp/Desc0SCHOOL EXPENSES
IRS990/OtherExpensesGrp/Desc1CONTEST EXPENSE
IRS990/OtherExpensesGrp/Desc2DRUG & APPLICANT TESTIN
IRS990/OtherExpensesGrp/Desc3COE ACCREDITATION
IRS990/OtherExpensesGrp/ProgramServicesAmt0216123
IRS990/OtherExpensesGrp/ProgramServicesAmt110815
IRS990/OtherExpensesGrp/ProgramServicesAmt28870
IRS990/OtherExpensesGrp/ProgramServicesAmt36350
IRS990/OtherExpensesGrp/TotalAmt0216123
IRS990/OtherExpensesGrp/TotalAmt110815
IRS990/OtherExpensesGrp/TotalAmt28870
IRS990/OtherExpensesGrp/TotalAmt36350
IRS990/OtherLiabilitiesGrp/BOYAmt0340579
IRS990/OtherLiabilitiesGrp/EOYAmt01324361
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01072320
IRS990/OtherSalariesAndWagesGrp/TotalAmt01072320
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt083866
IRS990/PayrollTaxesGrp/TotalAmt083866
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0325749
IRS990/PensionPlanContributionsGrp/TotalAmt0325749
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt022721
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt025643
IRS990/PrincipalOfficerNm0BRYAN BUSH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1OTHER REIMBURSEMENTS
IRS990/ProgramServiceRevenueGrp/Desc2TUITION CHARGES & FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02271916
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt162931
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt236505
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02271916
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt162931
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt236505
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt034309
IRS990/PYOtherExpensesAmt0842927
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02185155
IRS990/PYRevenuesLessExpensesAmt0-228249
IRS990/PYSalariesCompEmpBnftPaidAmt01604786
IRS990/PYTotalExpensesAmt02447713
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02219464
IRS990/ReconcilationRevenueExpnssAmt0-153132
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02371352
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03615602
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03526134
IRS990/SavingsAndTempCashInvstGrp/BOYAmt086007
IRS990/SavingsAndTempCashInvstGrp/EOYAmt087890
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/BookValueAmt01903
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0118401
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0120304
IRS990ScheduleD/EquipmentGrp/BookValueAmt027086
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0426524
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0453610
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01725
IRS990ScheduleD/ExpensesSubtotalAmt02757089
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt01725
IRS990ScheduleD/InvestmentExpensesNotIncldAmt01725
IRS990ScheduleD/NetUnrealizedGainsInvstAmt063664
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0119424
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0717259
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0836683
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt066262
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11258099
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED FUNDS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1OPERATING LEASE OBLIGATION
IRS990ScheduleD/RevenueNotReportedAmt063664
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt01725
IRS990ScheduleD/RevenueSubtotalAmt02603957
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, FUND 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/TotalBookValueLandBuildingsAmt0148413
IRS990ScheduleD/TotalExpensesPerForm990Amt02758814
IRS990ScheduleD/TotalLiabilityAmt01324361
IRS990ScheduleD/TotalRevenuePerForm990Amt02605682
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02667621
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02757089
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
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0181698
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1165415

Document Assets

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Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,951,557
Liabilities
$1,425,423
Net assets
$3,526,134
Revenue
$2,605,682
Expenses
$2,758,814
Net income
-$153,132
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.95$1.43$3.53$2.61$2.76$0.15
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.05$0.43$3.62$2.22$2.45$0.23
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.41$0.81$3.60$2.17$2.42$0.25
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.12$0.12$4.00$2.19$2.27$0.08
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.17$0.12$4.05$2.48$1.97$0.51
2020Detailed filing. Detailed filing data is available for this year.$3.36$0.08$3.28$2.46$2.22$0.24
2019Detailed filing. Detailed filing data is available for this year.$3.24$0.09$3.15$2.80$2.16$0.64
2018Detailed filing. Detailed filing data is available for this year.$2.51$0.07$2.44$2.46$2.00$0.46
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.08$1.98$2.29$1.66$0.63
2016Detailed filing. Detailed filing data is available for this year.$1.37$0.04$1.33$1.89$1.59$0.30
2015Detailed filing. Detailed filing data is available for this year.$1.10$0.07$1.03$1.57$1.46$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.96$0.08$0.88$1.54$1.59$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.06$0.91$1.53
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.12$0.90$1.45
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2025 filings • 501(c)3 • $1M-$5M nonprofits