Civic Intelligence

Ohio Operating Engineers Apprenticeship Fund

990 • Fiscal year 2020 • EIN 31-6057717

Aug 01, 2019 to Jul 31, 2020 • Filed on Dec 15, 2020

Organization ProfileN/A

View Organization Page

1180 Dublin RoadColumbus, OH 43215

(614) 488-0708

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.04x

Higher debt load relative to assets than 22% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

18th percentile

0.10x

Higher debt load relative to revenue than 18% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Net Margin

78th percentile

20%

Higher net margin than 78% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

20th percentile

$140,674

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Asset Growth

55th percentile

8.6%

Faster asset growth than 55% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

48th percentile

2.2%

Faster revenue growth than 48% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$27,457,569

Up $2,180,889 (+8.6%) from 2019

Net Assets

Up

$26,223,923

Up $2,458,839 (+10%) from 2019

Liabilities

Down

$1,233,646

Down $277,950 (-18%) from 2019

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin78th percentile

Revenue

Up

$12,890,928

Up $279,269 (+2.2%) from 2019

Expenses

Down

$10,311,411

Down $140,960 (-1.3%) from 2019

Net Income

Up

$2,579,517

Up $420,229 (+19%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$40M$30M$20M$10M$0Assets 2013: $10,759,924Liabilities 2013: $1,408,845Net Assets 2013: $9,351,0792013Assets 2015: $13,292,169Liabilities 2015: $1,323,393Net Assets 2015: $11,968,7762015Assets 2016: $15,862,332Liabilities 2016: $1,763,503Net Assets 2016: $14,098,8292016Assets 2017: $19,607,679Liabilities 2017: $1,547,727Net Assets 2017: $18,059,9522017Assets 2018: $22,598,069Liabilities 2018: $879,540Net Assets 2018: $21,718,5292018Assets 2019: $25,276,680Liabilities 2019: $1,511,596Net Assets 2019: $23,765,0842019Assets 2020: $27,457,569Liabilities 2020: $1,233,646Net Assets 2020: $26,223,9232020Assets 2021: $28,221,332Liabilities 2021: $1,164,179Net Assets 2021: $27,057,1532021Assets 2022: $28,980,752Liabilities 2022: $1,199,685Net Assets 2022: $27,781,0672022Assets 2025: $31,316,822Liabilities 2025: $620,939Net Assets 2025: $30,695,8832025

Highlighted filing

2020

Assets$27,457,569
Liabilities$1,233,646
Net Assets$26,223,923
Open 2020 Filing

Operations Trend

Revenue Growth48th percentile

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

$20M$15M$10M$5.0M$0Expenses 2013: $5,958,0112013Revenue 2015: $8,894,114Expenses 2015: $7,472,679Net Income 2015: $1,421,4352015Revenue 2016: $10,903,353Expenses 2016: $8,736,993Net Income 2016: $2,166,3602016Revenue 2017: $13,220,728Expenses 2017: $9,259,605Net Income 2017: $3,961,1232017Revenue 2018: $14,230,467Expenses 2018: $10,571,890Net Income 2018: $3,658,5772018Revenue 2019: $12,611,659Expenses 2019: $10,452,371Net Income 2019: $2,159,2882019Revenue 2020: $12,890,928Expenses 2020: $10,311,411Net Income 2020: $2,579,5172020Revenue 2021: $11,797,420Expenses 2021: $11,226,404Net Income 2021: $571,0162021Revenue 2022: $13,084,626Expenses 2022: $12,368,981Net Income 2022: $715,6452022Revenue 2025: $16,276,416Expenses 2025: $14,387,178Net Income 2025: $1,889,2382025

Highlighted filing

2020

Revenue$12,890,928
Expenses$10,311,411
Net Income$2,579,517
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Dec 15, 2020
Return Version
2019v5.1
Gross Receipts
$12,926,483
Mission and Program Overview

Mission

The ohio operating engineers apprenticeship fund is a trust fund used for the fostering, planning and supervising, and in other ways providing the training of apprentices so that they may develop into skilled operating engineers.

To develop and train apprentices for the union of ohio operating engineers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$23,765,084$26,223,923▲ $2,458,839
Land, Buildings, and Equipment, Net$17,240,568$16,618,972▼ $621,596
Investments Other Securities$4,608,260$2,728,200▼ $1,880,060
Accounts Receivable$1,366,418$1,380,946▲ $14,528
Savings and Temporary Cash Investments$172,210$161,006▼ $11,204
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$25,276,680$27,457,569▲ $2,180,889
Other Assets Total$1,889,224$6,568,445▲ $4,679,221
Liabilities
Accounts Payable and Accrued Expenses$1,338,875$1,105,024▼ $233,851
Mortgage Notes Payable Secured by Investment Property$172,721$128,622▼ $44,099
Total Liabilities$1,511,596$1,233,646▼ $277,950
Net Assets / Fund Balance
Total Net Assets Fund Balance$23,765,084$26,223,923▲ $2,458,839
Total Liabilities and Net Assets / Fund Balance$25,276,680$27,457,569▲ $2,180,889

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$7,470,922$8,595,537$16,066,459
Buildings$6,793,103$6,382,499$13,175,602
Other Land Buildings$386,759$2,364,659$2,751,418
Land$1,951,736-$1,951,736
Leasehold Improvements$16,452$4,322$20,774
Other Assets Org$6,541,150--
Other Securities$2,728,200--
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donald R BlackDirector of OperationsFT$133,996$6,678$140,674

Board Members and Trustees

NameTitle
Michael a CramerChairman
Jeff SterlingVice Chairman
Dave G ConiglioAlternate Trustee
Justin GabbardAlternate Trustee
Richard E DaltonTrustee
Richard J HobbsTrustee
Scott R StevensonTrustee
William Barth BurgettTrustee
Thomas ByersAssistant Secretary
Ron WallaceSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$12,808,666
Investment Income
$53,993
Other Revenue
$28,269
Change in Net Assets
$2,579,517

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,890,928
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$12,890,928
Total Revenue per Form 990
$12,890,928
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,558,143
Salaries, Compensation, and Employee Benefits$4,753,268
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,013,750$644,384-$3,658,134
Depreciation Depletion$1,760,857$15,901-$1,776,758
Pension Plan Contributions$596,414$110,213-$706,627
Occupancy$482,542$89,250-$571,792
All Other Expenses$153,376$239,191-$392,567
Other Expenses$282,271$13,257-$295,528
Payroll Taxes$194,079$53,754-$247,833
Insurance-$209,334-$209,334
Office Expenses$74,614$88,548-$163,162
Current Officers, Directors, Trustees, and Key Employees$116,029$24,645-$140,674
Travel$87,332$25,960-$113,292
Fees for Services Legal-$60,078-$60,078
Fees for Services Accounting-$14,690-$14,690
Total Functional Expenses$8,625,532$1,685,879$0$10,311,411

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$10,320,876
Expenses per Audited Statements$10,311,411
Total Expenses per Form 990$10,311,411
Expenses Not Reported on Form 990$9,465
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
Audit committee
Yes
Backup withholding compliance
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
Yes
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 federal form 990 is reviewed and approved by the administrator prior to filing the return with the internal revenue service.”

Form 990, Part VI, Section B, Line 15

“Compensation of top management officials and other key employees is determined by the board of directors using comparability data provided by the international foundation of benefit plans.”

Form 990, Part VI, Section C, Line 19

“The aforementioned governing documents are available upon request to members only, but limited access is provided to the public. The financial statements of the organization are reported annually in the ohio operating engineers local 18 monthly magazine - the buckeye engineer.”

Filing and Contact Details

Filer

Filer Name
Ohio Operating Engineers Apprenticeship
EIN
31-6057717
Phone
6144880708
Address
1180 DUBLIN ROAD, COLUMBUS, OH 43215

Signing Officer

Name
Donald R Black
Title
Administrator
Phone
6144880708
Signed
2020-12-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donald R Black
Formed
1965
Legal Domicile
Oh
Voting Board Members
10
Independent Board Members
10
Employees
71
Volunteers
10

Preparer

Firm
Ciuni & Panichi Inc
Address
25201 CHAGRIN BLVD 200, CLEVELAND, OH 44122-5683
Preparer
Jeffrey R Spencer CPA
Phone
2168317171
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Net gain/(loss) on staff pension plan -111,213. Bad debt expense -9,465.”

Financial Statement Notes

PART X, LINE 2:

“The trust established under the plan to hold the plan's assets is intended to qualify pursuant to section 501(c)(3) of the internal revenue code (irc). However, as a result of the plan's funding policy, from time to time, the trust may be subject to income taxes. No federal or state income taxes have been recorded during the years ended july 31, 2020 and 2019 for unrelated business taxable income. In addition, the plan and trust are required to operate in conformity with the irc to maintain the tax-exempt status of the trust. The plan administrator believes that the plan is being operated in compliance with the applicable requirements of the irc and, therefore, believes that the related trust is tax-exempt. Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if it has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service (irs). The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“BAD DEBT EXPENSE 9,465.”

Raw XML AppendixShowing 400 of 539 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/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
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IRS990/OfficeExpensesGrp/ProgramServicesAmt074614
IRS990/OfficeExpensesGrp/TotalAmt0163162
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01889224
IRS990/OtherAssetsTotalGrp/EOYAmt06568445
IRS990/OtherChangesInNetAssetsAmt0-120678
IRS990/OtherExpensesGrp/Desc0EQP RENT/MAINT/REP/SUP
IRS990/OtherExpensesGrp/Desc1STAFF WELFARE CONTRIB
IRS990/OtherExpensesGrp/Desc2AUTOMOBILE EXPENSE
IRS990/OtherExpensesGrp/Desc3INSTRUC MATERIAL/PROMO
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt091364
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15310
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt213257
IRS990/OtherExpensesGrp/ProgramServicesAmt01060929
IRS990/OtherExpensesGrp/ProgramServicesAmt1406864
IRS990/OtherExpensesGrp/ProgramServicesAmt2396475
IRS990/OtherExpensesGrp/ProgramServicesAmt3282271
IRS990/OtherExpensesGrp/TotalAmt01060929
IRS990/OtherExpensesGrp/TotalAmt1498228
IRS990/OtherExpensesGrp/TotalAmt2401785
IRS990/OtherExpensesGrp/TotalAmt3295528
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt028269
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt028269
IRS990/OtherRevenueTotalAmt028269
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0644384
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03013750
IRS990/OtherSalariesAndWagesGrp/TotalAmt03658134
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt053754
IRS990/PayrollTaxesGrp/ProgramServicesAmt0194079
IRS990/PayrollTaxesGrp/TotalAmt0247833
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0110213
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0596414
IRS990/PensionPlanContributionsGrp/TotalAmt0706627
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DONALD R BLACK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1INDUSTRY TRAINING PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc2COLLEGE INCOME
IRS990/ProgramServiceRevenueGrp/Desc3MATRICULATION
IRS990/ProgramServiceRevenueGrp/Desc4LATE CHARGES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt012412589
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1200813
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2163124
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt324760
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt47380
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt012412589
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1200813
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2163124
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt324760
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt47380
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0126353
IRS990/PYOtherExpensesAmt05815275
IRS990/PYOtherRevenueAmt026416
IRS990/PYProgramServiceRevenueAmt012458890
IRS990/PYRevenuesLessExpensesAmt02159288
IRS990/PYSalariesCompEmpBnftPaidAmt04637096
IRS990/PYTotalExpensesAmt010452371
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt012611659
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02579517
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt012808666
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt023765084
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt026223923
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0172210
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0161006
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt047619
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0105687
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt037488
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt06802
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05399
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0202995
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt012808666
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt012458890
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt014080160
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt013083597
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt010859328
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt063290641
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt047619
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0105687
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt037488
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt06802
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05399
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0202995
IRS990ScheduleA/InvestmentIncomeCYPct00.00320
IRS990ScheduleA/InvestmentIncomePYPct00.00260
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt028269
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt026416
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0135686
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt088849
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt054388
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0333608
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99160
IRS990ScheduleA/PublicSupportPY509Pct00.99040
IRS990ScheduleA/PublicSupportTotal509Amt063290641
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt012808666
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt012458890
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt014080160
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt013083597
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt010859328
IRS990ScheduleA/Total509Grp/TotalAmt063290641
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt012884554
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt012590993
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt014253334
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt013179248
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt010919115
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt063827244
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt06793103
IRS990ScheduleD/BuildingsGrp/DepreciationAmt06382499
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt013175602
IRS990ScheduleD/EquipmentGrp/BookValueAmt07470922
IRS990ScheduleD/EquipmentGrp/DepreciationAmt08595537
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt016066459
IRS990ScheduleD/ExpensesNotReportedAmt09465
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt010311411
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt01951736
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01951736
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt016452
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt04322
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt020774
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt027295
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt16541150
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0PREPAID EXPENSES & OTHER ASSETS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1CONSTRUCTION IN PROCESS
IRS990ScheduleD/OtherExpensesIncludedAmt09465
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0386759
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02364659
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02751418
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02728200
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MONEY MARKET FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt012890928
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). HOWEVER, AS A RESULT OF THE PLAN'S FUNDING POLICY, FROM TIME TO TIME, THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED DURING THE YEARS ENDED JULY 31, 2020 AND 2019 FOR UNRELATED BUSINESS TAXABLE INCOME. IN ADDITION, THE PLAN AND TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS). THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1BAD DEBT EXPENSE 9,465.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt016618972
IRS990ScheduleD/TotalBookValueOtherAssetsAmt06568445
IRS990ScheduleD/TotalBookValueSecuritiesAmt02728200
IRS990ScheduleD/TotalExpensesPerForm990Amt010311411
IRS990ScheduleD/TotalRevenuePerForm990Amt012890928
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt012890928
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt010320876
IRS990/ScheduleJRequiredInd00

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,457,569
Liabilities
$1,233,646
Net assets
$26,223,923
Revenue
$12,890,928
Expenses
$10,311,411
Net income
$2,579,517
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.3$0.62$30.7$16.3$14.4$1.89
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.0$1.20$27.8$13.1$12.4$0.72
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.2$1.16$27.1$11.8$11.2$0.57
2020Detailed filing. Detailed filing data is available for this year.$27.5$1.23$26.2$12.9$10.3$2.58
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.3$1.51$23.8$12.6$10.5$2.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.6$0.88$21.7$14.2$10.6$3.66
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.6$1.55$18.1$13.2$9.26$3.96
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.9$1.76$14.1$10.9$8.74$2.17
2015Detailed filing. Detailed filing data is available for this year.$13.3$1.32$12.0$8.89$7.47$1.42
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.8$1.41$9.35$5.96