Civic Intelligence

Ohio Operating Engineers Apprenticeship Fund

990 • Fiscal year 2023 • EIN 31-6057717

Aug 01, 2022 to Jul 31, 2023 • Filed on Dec 19, 2023

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

21st percentile

0.03x

Higher debt load relative to assets than 21% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.07x

Higher debt load relative to revenue than 17% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

42nd percentile

1.3%

Higher net margin than 42% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

22nd percentile

$152,875

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

28th percentile

-0.0%

Faster asset growth than 28% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

41st percentile

1.3%

Faster revenue growth than 41% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets21st percentile

Assets

Down

$28,978,169

Down $2,583 (-0.0%) from 2022

Net Assets

Up

$28,047,443

Up $266,376 (+1.0%) from 2022

Liabilities

Down

$930,726

Down $268,959 (-22%) from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin42nd percentile

Revenue

Up

$13,249,969

Up $165,343 (+1.3%) from 2022

Expenses

Up

$13,080,160

Up $711,179 (+5.7%) from 2022

Net Income

Down

$169,809

Down $545,836 (-76%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth28th 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 2023: $28,978,169Liabilities 2023: $930,726Net Assets 2023: $28,047,4432023Assets 2025: $31,316,822Liabilities 2025: $620,939Net Assets 2025: $30,695,8832025

Highlighted filing

2023

Assets$28,978,169
Liabilities$930,726
Net Assets$28,047,443
Open 2023 Filing

Operations Trend

Revenue Growth41st 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 2023: $13,249,969Expenses 2023: $13,080,160Net Income 2023: $169,8092023Revenue 2025: $16,276,416Expenses 2025: $14,387,178Net Income 2025: $1,889,2382025

Highlighted filing

2023

Revenue$13,249,969
Expenses$13,080,160
Net Income$169,809
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Dec 19, 2023
Return Version
2022v5.0
Gross Receipts
$13,361,331
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$27,781,067$28,047,443▲ $266,376
Land, Buildings, and Equipment, Net$25,436,417$24,825,478▼ $610,939
Savings and Temporary Cash Investments$1,815,039$2,354,227▲ $539,188
Accounts Receivable$1,702,508$1,539,858▼ $162,650
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$28,980,752$28,978,169▼ $2,583
Other Assets Total$26,788$258,606▲ $231,818
Liabilities
Mortgage Notes Payable Secured by Investment Property$648,355$439,297▼ $209,058
Accounts Payable and Accrued Expenses$551,330$338,636▼ $212,694
Other Liabilities$0$152,793▲ $152,793
Total Liabilities$1,199,685$930,726▼ $268,959
Net Assets / Fund Balance
Total Net Assets Fund Balance$27,781,067$28,047,443▲ $266,376
Total Liabilities and Net Assets / Fund Balance$28,980,752$28,978,169▼ $2,583

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$14,048,772$7,675,808$21,724,580
Equipment$7,450,631$12,486,697$19,937,328
Other Land Buildings$1,291,553$2,649,951$3,941,504
Land$2,021,186-$2,021,186
Leasehold Improvements$13,336$7,438$20,774
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donald R BlackDirector of OperationsFT$145,755$7,120$152,875

Board Members and Trustees

NameTitle
Scott R StevensonChairman
Jeff SterlingVice Chairman
Bryce BurgettAlternate Trustee
Ismael Gutierrez JrAlternate Trustee
Chad C CreeksTrustee
David G ConiglioTrustee
Michael R BertoloneTrustee
Richard J HobbsTrustee
Thomas ByersAssistant Secretary
Ron WallaceSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$13,030,791
Investment Income
$202,882
Other Revenue
$16,296
Change in Net Assets
$169,809

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,249,969
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$13,249,969
Total Revenue per Form 990
$13,249,969
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,438,708
Salaries, Compensation, and Employee Benefits$5,641,452
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,451,595$864,773-$4,316,368
Depreciation Depletion$2,467,107$23,892-$2,490,999
Pension Plan Contributions$652,914$124,593-$777,507
Occupancy$597,869$88,475-$686,344
All Other Expenses$258,572$318,101-$576,673
Other Expenses$430,367$109,658-$540,025
Payroll Taxes$322,695$72,007-$394,702
Insurance-$348,067-$348,067
Office Expenses$66,391$128,353-$194,744
Current Officers, Directors, Trustees, and Key Employees$122,532$30,343-$152,875
Travel$97,720$37,883-$135,603
Fees for Services Accounting-$16,289-$16,289
Fees for Services Legal-$5,701-$5,701
Total Functional Expenses$10,883,761$2,196,399$0$13,080,160

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$13,084,508
Expenses per Audited Statements$13,080,160
Total Expenses per Form 990$13,080,160
Expenses Not Reported on Form 990$4,348
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Obligations Under Operating Leases$152,793
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
2023-12-19
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
75
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 100,915. Bad debt expense -4,348.”

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The trust funding the plan received an exemption letter from the internal revenue service (irs) dated march 14, 1977, stating that the trust is tax exempt under the provisions of section 501(c)(3) of the internal revenue code (irc). No federal or state income taxes have been recorded during the years ended july 31, 2023 and 2022 for unrelated business taxable income. 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 as of the financial statement date. Gaap requires 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 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 4,348.”

Raw XML AppendixShowing 400 of 560 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/OccupancyGrp/ProgramServicesAmt0597869
IRS990/OccupancyGrp/TotalAmt0686344
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0128353
IRS990/OfficeExpensesGrp/ProgramServicesAmt066391
IRS990/OfficeExpensesGrp/TotalAmt0194744
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt026788
IRS990/OtherAssetsTotalGrp/EOYAmt0258606
IRS990/OtherChangesInNetAssetsAmt096567
IRS990/OtherExpensesGrp/Desc0EQP RENT/MAINT/REP/SUP
IRS990/OtherExpensesGrp/Desc1AUTOMOBILE EXPENSE
IRS990/OtherExpensesGrp/Desc2INSTRUC MATERIAL/PROMO
IRS990/OtherExpensesGrp/Desc3STAFF WELFARE CONTRIB
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07904
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt120360
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2109658
IRS990/OtherExpensesGrp/ProgramServicesAmt01228092
IRS990/OtherExpensesGrp/ProgramServicesAmt1639860
IRS990/OtherExpensesGrp/ProgramServicesAmt2548047
IRS990/OtherExpensesGrp/ProgramServicesAmt3430367
IRS990/OtherExpensesGrp/TotalAmt01228092
IRS990/OtherExpensesGrp/TotalAmt1647764
IRS990/OtherExpensesGrp/TotalAmt2568407
IRS990/OtherExpensesGrp/TotalAmt3540025
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0152793
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt016296
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt016296
IRS990/OtherRevenueTotalAmt016296
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0864773
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03451595
IRS990/OtherSalariesAndWagesGrp/TotalAmt04316368
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt072007
IRS990/PayrollTaxesGrp/ProgramServicesAmt0322695
IRS990/PayrollTaxesGrp/TotalAmt0394702
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0124593
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0652914
IRS990/PensionPlanContributionsGrp/TotalAmt0777507
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DONALD R BLACK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1INDUSTRY TRAINING PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc2COLLEGE INCOME
IRS990/ProgramServiceRevenueGrp/Desc3LATE CHARGES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt012491438
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1416252
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2116012
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt37089
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt012491438
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1416252
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2116012
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt37089
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0142447
IRS990/PYOtherExpensesAmt06984711
IRS990/PYOtherRevenueAmt0682804
IRS990/PYProgramServiceRevenueAmt012259375
IRS990/PYRevenuesLessExpensesAmt0715645
IRS990/PYSalariesCompEmpBnftPaidAmt05384270
IRS990/PYTotalExpensesAmt012368981
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt013084626
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0169809
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt013030791
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt027781067
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt028047443
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01815039
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02354227
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0DONATED EQUIPMENT - 2021 AMOUNT: $ 569,500. MISCELLANEOUS - 2018 AMOUNT: $ 26,416. 2019 AMOUNT: $ 28,269. 2020 AMOUNT: $ 13,470. 2021 AMOUNT: $ 113,304. 2022 AMOUNT: $ 16,296.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt069140
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02914
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0226552
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt047619
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0105687
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0451912
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt013030791
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt012259375
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt011511555
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt012808666
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt012458890
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt062069277
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt069140
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02914
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0226552
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt047619
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0105687
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0451912
IRS990ScheduleA/InvestmentIncomeCYPct00.00710
IRS990ScheduleA/InvestmentIncomePYPct00.00650
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt016296
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0682804
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt013470
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt028269
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt026416
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0767255
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98070
IRS990ScheduleA/PublicSupportPY509Pct00.97970
IRS990ScheduleA/PublicSupportTotal509Amt062069277
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt013030791
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt012259375
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt011511555
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt012808666
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt012458890
IRS990ScheduleA/Total509Grp/TotalAmt062069277
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt013116227
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt012945093
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt011751577
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt012884554
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt012590993
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt063288444
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt014048772
IRS990ScheduleD/BuildingsGrp/DepreciationAmt07675808
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt021724580
IRS990ScheduleD/EquipmentGrp/BookValueAmt07450631
IRS990ScheduleD/EquipmentGrp/DepreciationAmt012486697
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt019937328
IRS990ScheduleD/ExpensesNotReportedAmt04348
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt013080160
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt02021186
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt02021186
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt013336
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt07438
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt020774
IRS990ScheduleD/OtherExpensesIncludedAmt04348
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01291553
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02649951
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt03941504
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0152793
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OBLIGATIONS UNDER OPERATING LEASES
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt013249969
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST FUNDING THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED MARCH 14, 1977, STATING THAT THE TRUST IS TAX EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED DURING THE YEARS ENDED JULY 31, 2023 AND 2022 FOR UNRELATED BUSINESS TAXABLE INCOME. 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 AS OF THE FINANCIAL STATEMENT DATE. GAAP REQUIRES 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 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 4,348.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt024825478
IRS990ScheduleD/TotalExpensesPerForm990Amt013080160
IRS990ScheduleD/TotalLiabilityAmt0152793
IRS990ScheduleD/TotalRevenuePerForm990Amt013249969
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt013249969
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt013084508
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,978,169
Liabilities
$930,726
Net assets
$28,047,443
Revenue
$13,249,969
Expenses
$13,080,160
Net income
$169,809
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
2023Detailed filing. Detailed filing data is available for this year.$29.0$0.93$28.0$13.2$13.1$0.17
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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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