Civic Intelligence

Ohio Operating Engineers Apprenticeship Fund

990 • Fiscal year 2024 • EIN 31-6057717

Aug 01, 2023 to Jul 31, 2024 • Filed on Jan 16, 2025

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

16th percentile

0.02x

Higher debt load relative to assets than 16% of similar nonprofits.

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

Liabilities / Revenue

11th percentile

0.03x

Higher debt load relative to revenue than 11% of similar nonprofits.

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

Net Margin

51st percentile

4.4%

Higher net margin than 51% of similar nonprofits.

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

Top Officer Pay

18th percentile

$138,216

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

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

Asset Growth

32nd percentile

1.0%

Faster asset growth than 32% of similar nonprofits.

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

Revenue Growth

54th percentile

10%

Faster revenue growth than 54% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$29,259,372

Up $278,620 (+1.0%) from 2022

Net Assets

Up

$28,769,707

Up $988,640 (+3.6%) from 2022

Liabilities

Down

$489,665

Down $710,020 (-59%) from 2022

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin51st percentile

Revenue

Up

$14,600,412

Up $1,515,786 (+12%) from 2022

Expenses

Up

$13,963,888

Up $1,594,907 (+13%) from 2022

Net Income

Down

$636,524

Down $79,121 (-11%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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 2024: $29,259,372Liabilities 2024: $489,665Net Assets 2024: $28,769,7072024Assets 2025: $31,316,822Liabilities 2025: $620,939Net Assets 2025: $30,695,8832025

Highlighted filing

2024

Assets$29,259,372
Liabilities$489,665
Net Assets$28,769,707
Open 2024 Filing

Operations Trend

Revenue Growth54th 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 2024: $14,600,412Expenses 2024: $13,963,888Net Income 2024: $636,5242024Revenue 2025: $16,276,416Expenses 2025: $14,387,178Net Income 2025: $1,889,2382025

Highlighted filing

2024

Revenue$14,600,412
Expenses$13,963,888
Net Income$636,524
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Jan 16, 2025
Return Version
2023v6.0
Gross Receipts
$14,660,178
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$28,047,443$28,769,707▲ $722,264
Land, Buildings, and Equipment, Net$24,825,478$24,770,514▼ $54,964
Savings and Temporary Cash Investments$2,354,227$2,736,040▲ $381,813
Accounts Receivable$1,539,858$1,484,547▼ $55,311
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$28,978,169$29,259,372▲ $281,203
Other Assets Total$258,606$268,271▲ $9,665
Liabilities
Accounts Payable and Accrued Expenses$338,636$242,977▼ $95,659
Mortgage Notes Payable Secured by Investment Property$439,297$173,230▼ $266,067
Other Liabilities$152,793$73,458▼ $79,335
Total Liabilities$930,726$489,665▼ $441,061
Net Assets / Fund Balance
Total Net Assets Fund Balance$28,047,443$28,769,707▲ $722,264
Total Liabilities and Net Assets / Fund Balance$28,978,169$29,259,372▲ $281,203

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$13,808,981$8,164,575$21,973,556
Equipment$7,792,917$14,112,159$21,905,076
Other Land Buildings$1,127,782$2,892,051$4,019,833
Land$2,028,536-$2,028,536
Leasehold Improvements$12,298$8,476$20,774
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Manuel Gutierrez JrAdministrative ManagerFT$134,111$4,105$138,216

Board Members and Trustees

NameTitle
Ismael Gutierrez JrChairman
Jeff SterlingVice Chairman
Michael R BertoloneAlternate Trustee
Bryce BurgettAlternate Trustee, Secretary
Chad C CreeksTrustee
Dan EdwardsTrustee
David G ConiglioTrustee
Jacob SieselTrustee
Mitchell TruccoTrustee
Thomas ByersAssistant Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$14,302,654
Investment Income
$254,889
Other Revenue
$42,869
Change in Net Assets
$636,524

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,600,412
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$14,600,412
Total Revenue per Form 990
$14,600,412
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,802,463
Salaries, Compensation, and Employee Benefits$6,161,425
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,910,249$837,428-$4,747,677
Depreciation Depletion$2,642,227$23,100-$2,665,327
Pension Plan Contributions$713,268$120,745-$834,013
Occupancy$654,699$85,630-$740,329
Other Expenses$539,043$8,385-$547,428
All Other Expenses$224,257$303,930-$528,187
Payroll Taxes$371,851$69,668-$441,519
Insurance-$394,155-$394,155
Office Expenses$78,453$107,170-$185,623
Current Officers, Directors, Trustees, and Key Employees$113,966$24,250-$138,216
Travel$56,811$34,053-$90,864
Fees for Services Accounting-$20,157-$20,157
Fees for Services Legal-$4,759-$4,759
Total Functional Expenses$11,805,116$2,158,772$0$13,963,888

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$13,964,321
Expenses per Audited Statements$13,963,888
Total Expenses per Form 990$13,963,888
Expenses Not Reported on Form 990$433
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$73,458
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
Manuel Gutierrez Jr
Title
Administrative Manager
Phone
6144880708
Signed
2025-01-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Manuel Gutierrez Jr
Formed
1965
Legal Domicile
Oh
Voting Board Members
10
Independent Board Members
10
Employees
74
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 86,173. Bad debt expense -433.”

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, 2024 and 2023 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 433.”

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/TitleTxt1ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2ALTERNATE TRUSTEE, SECRETARY
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IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt085630
IRS990/OccupancyGrp/ProgramServicesAmt0654699
IRS990/OccupancyGrp/TotalAmt0740329
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0107170
IRS990/OfficeExpensesGrp/ProgramServicesAmt078453
IRS990/OfficeExpensesGrp/TotalAmt0185623
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0258606
IRS990/OtherAssetsTotalGrp/EOYAmt0268271
IRS990/OtherChangesInNetAssetsAmt085740
IRS990/OtherExpensesGrp/Desc0EQP RENT/MAINT/REP/SUP
IRS990/OtherExpensesGrp/Desc1INSTRUC MATERIAL/PROMO
IRS990/OtherExpensesGrp/Desc2STAFF WELFARE CONTRIB
IRS990/OtherExpensesGrp/Desc3AUTOMOBILE EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt011460
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1113882
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt28385
IRS990/OtherExpensesGrp/ProgramServicesAmt01379115
IRS990/OtherExpensesGrp/ProgramServicesAmt1642952
IRS990/OtherExpensesGrp/ProgramServicesAmt2478225
IRS990/OtherExpensesGrp/ProgramServicesAmt3539043
IRS990/OtherExpensesGrp/TotalAmt01379115
IRS990/OtherExpensesGrp/TotalAmt1654412
IRS990/OtherExpensesGrp/TotalAmt2592107
IRS990/OtherExpensesGrp/TotalAmt3547428
IRS990/OtherLiabilitiesGrp/BOYAmt0152793
IRS990/OtherLiabilitiesGrp/EOYAmt073458
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt042869
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt042869
IRS990/OtherRevenueTotalAmt042869
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0837428
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03910249
IRS990/OtherSalariesAndWagesGrp/TotalAmt04747677
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt069668
IRS990/PayrollTaxesGrp/ProgramServicesAmt0371851
IRS990/PayrollTaxesGrp/TotalAmt0441519
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0120745
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0713268
IRS990/PensionPlanContributionsGrp/TotalAmt0834013
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MANUEL GUTIERREZ JR
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/RelatedOrExemptFuncIncomeAmt013662742
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1536849
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt295766
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt37297
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt013662742
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1536849
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt295766
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt37297
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0202882
IRS990/PYOtherExpensesAmt07438708
IRS990/PYOtherRevenueAmt016296
IRS990/PYProgramServiceRevenueAmt013030791
IRS990/PYRevenuesLessExpensesAmt0169809
IRS990/PYSalariesCompEmpBnftPaidAmt05641452
IRS990/PYTotalExpensesAmt013080160
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt013249969
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0636524
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt014345523
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt028047443
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt028769707
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02354227
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02736040
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0DONATED EQUIPMENT - 2021 AMOUNT: $ 569,500. MISCELLANEOUS - 2019 AMOUNT: $ 28,269. 2020 AMOUNT: $ 13,470. 2021 AMOUNT: $ 113,304. 2022 AMOUNT: $ 16,296. 2023 AMOUNT: $ 42,869.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0120037
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt069140
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02914
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0226552
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt047619
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0466262
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt014302654
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt013030791
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt012259375
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt011511555
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt012808666
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt063913041
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0120037
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt069140
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02914
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0226552
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt047619
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0466262
IRS990ScheduleA/InvestmentIncomeCYPct00.00720
IRS990ScheduleA/InvestmentIncomePYPct00.00710
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt042869
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt016296
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0682804
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt013470
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt028269
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0783708
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98080
IRS990ScheduleA/PublicSupportPY509Pct00.98070
IRS990ScheduleA/PublicSupportTotal509Amt063913041
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt014302654
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt013030791
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt012259375
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt011511555
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt012808666
IRS990ScheduleA/Total509Grp/TotalAmt063913041
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt014465560
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt013116227
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt012945093
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt011751577
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt012884554
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt065163011
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt013808981
IRS990ScheduleD/BuildingsGrp/DepreciationAmt08164575
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt021973556
IRS990ScheduleD/EquipmentGrp/BookValueAmt07792917
IRS990ScheduleD/EquipmentGrp/DepreciationAmt014112159
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt021905076
IRS990ScheduleD/ExpensesNotReportedAmt0433
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt013963888
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt02028536
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt02028536
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt012298
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt08476
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt020774
IRS990ScheduleD/OtherExpensesIncludedAmt0433
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01127782
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02892051
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04019833
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt073458
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OBLIGATIONS UNDER OPERATING LEASES
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt014600412
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, 2024 AND 2023 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 433.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt024770514
IRS990ScheduleD/TotalExpensesPerForm990Amt013963888
IRS990ScheduleD/TotalLiabilityAmt073458
IRS990ScheduleD/TotalRevenuePerForm990Amt014600412
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt014600412
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt013964321
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

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,259,372
Liabilities
$489,665
Net assets
$28,769,707
Revenue
$14,600,412
Expenses
$13,963,888
Net income
$636,524
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
2024Detailed filing. Detailed filing data is available for this year.$29.3$0.49$28.8$14.6$14.0$0.64
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