Civic Intelligence

Chicago Roofers Apprentice Fund

990 • Fiscal year 2022 • EIN 36-2055440

Jan 01, 2022 to Dec 31, 2022 • Filed on Jul 21, 2023

Organization ProfileWWW.CHICAGOROOFERS.ORG
7045 Joliet RoadIndian Head Park, IL 60525

(708) 246-4488

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.23x

Higher debt load relative to assets than 63% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

77th percentile

0.62x

Higher debt load relative to revenue than 77% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

66th percentile

17%

Higher net margin than 66% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

77th percentile

$204,253

Higher top officer pay than 77% of similar nonprofits.

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

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

55th percentile

2.6%

Faster asset growth than 55% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

59th percentile

10%

Faster revenue growth than 59% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$7,204,214

Up $180,227 (+2.6%) from 2021

Net Assets

Up

$5,539,085

Up $332,131 (+6.4%) from 2021

Liabilities

Down

$1,665,129

Down $151,904 (-8.4%) from 2021

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin66th percentile

Revenue

Up

$2,680,865

Up $250,151 (+10%) from 2021

Expenses

Up

$2,236,516

Up $170,666 (+8.3%) from 2021

Net Income

Up

$444,349

Up $79,485 (+22%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$10M$5.0M$0Assets 2019: $4,718,182Liabilities 2019: $500,568Net Assets 2019: $4,217,6142019Assets 2020: $6,878,460Liabilities 2020: $2,048,196Net Assets 2020: $4,830,2642020Assets 2021: $7,023,987Liabilities 2021: $1,817,033Net Assets 2021: $5,206,9542021Assets 2022: $7,204,214Liabilities 2022: $1,665,129Net Assets 2022: $5,539,0852022Assets 2023: $7,705,548Liabilities 2023: $1,619,812Net Assets 2023: $6,085,7362023Assets 2024: $8,130,100Liabilities 2024: $1,279,806Net Assets 2024: $6,850,2942024

Highlighted filing

2022

Assets$7,204,214
Liabilities$1,665,129
Net Assets$5,539,085
Open 2022 Filing

Operations Trend

Revenue Growth59th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Revenue 2019: $1,724,485Expenses 2019: $1,706,591Net Income 2019: $17,8942019Revenue 2020: $2,281,380Expenses 2020: $1,729,085Net Income 2020: $552,2952020Revenue 2021: $2,430,714Expenses 2021: $2,065,850Net Income 2021: $364,8642021Revenue 2022: $2,680,865Expenses 2022: $2,236,516Net Income 2022: $444,3492022Revenue 2023: $2,868,731Expenses 2023: $2,445,378Net Income 2023: $423,3532023Revenue 2024: $3,160,777Expenses 2024: $2,422,192Net Income 2024: $738,5852024

Highlighted filing

2022

Revenue$2,680,865
Expenses$2,236,516
Net Income$444,349
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 21, 2023
Return Version
2022v5.0
Gross Receipts
$3,041,487
Mission and Program Overview

Mission

To provide education and training to the apprentices and journeymen of the roofing union

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$5,206,954$5,539,085▲ $332,131
Land, Buildings, and Equipment, Net$4,916,781$4,676,556▼ $240,225
Cash and Non-Interest-Bearing Accounts$651,983$1,048,847▲ $396,864
Investments in Publicly Traded Securities$982,101$871,020▼ $111,081
Savings and Temporary Cash Investments$227,711$276,447▲ $48,736
Accounts Receivable$204,594$204,358▼ $236
Prepaid Expenses and Deferred Charges$40,817$46,528▲ $5,711
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$7,023,987$7,204,214▲ $180,227
Other Assets Total$0$80,458▲ $80,458
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,613,165$1,548,933▼ $64,232
Other Liabilities$173,208$90,230▼ $82,978
Accounts Payable and Accrued Expenses$30,660$25,966▼ $4,694
Total Liabilities$1,817,033$1,665,129▼ $151,904
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,206,954$5,539,085▲ $332,131
Total Liabilities and Net Assets / Fund Balance$7,023,987$7,204,214▲ $180,227

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,363,955$1,498,513$4,862,468
Equipment$271,373$426,466$697,839
Leasehold Improvements$397,037$250,236$647,273
Land$644,191-$644,191
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kevin ColemanCoordinatorFT$147,286$56,967$204,253
Brian DubinFull-time InstructorFT$138,623$53,190$191,813
Aramis MelecioFull-time InstructorFT$120,398$55,928$176,326
Gary MenzelSecretary/instructor-$6,370-$6,370
Travis GormanTrustee/instructor-$6,054-$6,054
Gerardo MoralesTrustee/instructor-$3,418-$3,418

Board Members and Trustees

NameTitle
Jay RefieunaChairman
Jay TulleyFormer Trustee
Jj MatthewsTrustee
Larry GnatTrustee
Luke DuffyTrustee
Rod PetrickTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$1,230
Program Service Revenue
$2,649,343
Investment Income
$10,336
Other Revenue
$19,956
All Other Contributions
$1,230
Change in Net Assets
$444,349

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,661,468
Revenue Not Reported on Financial Statements
$19,397
Revenue Not Reported on Form 990
$-112,218
Other Revenue Adjustments
$16,150
Total Revenue per Audited Statements
$2,549,250
Total Revenue per Form 990
$2,680,865
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,218,775
Salaries, Compensation, and Employee Benefits$1,017,741
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$571,164$106,514-$677,678
Depreciation Depletion-$254,189-$254,189
Occupancy-$173,940-$173,940
Pension Plan Contributions$95,349$53,302-$148,651
Other Employee Benefits$72,367$42,106-$114,473
Interest-$69,221-$69,221
Conferences and Meetings$63,262--$63,262
Payroll Taxes$61,097--$61,097
Insurance-$58,504-$58,504
Office Expenses-$45,442-$45,442
Travel$27,858--$27,858
Fees for Services Legal-$18,392-$18,392
Advertising$17,374--$17,374
Current Officers, Directors, Trustees, and Key Employees$15,842--$15,842
Fees for Services Accounting-$14,590-$14,590
Information Technology-$10,033-$10,033
Other Expenses$3,617--$3,617
Fees for Service Investment Mgmnt Fees-$3,247-$3,247
Fees for Services Other-$750-$750
Total Functional Expenses$1,386,286$850,230$0$2,236,516

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,236,516
Expenses per Audited Statements$2,217,119
Total Expenses per Audited Statements$2,217,119
Expenses Not Reported on Financial Statements$19,397
Other Expense Adjustments$16,150
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
Audio-visual Lease Obligations$82,743
Due From Affiliates$4,689
Accrued Payroll Taxes$2,798
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
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

“The form 990 is prepared by the organization's auditors. A draft copy of the form 990 is sent to the organization and is reviewed by one of the members of the governing body. That member acknowledges his review of the return to the auditor in writing and the final return is then prepared for signature.”

Form 990, Part VI, Section B, line 12C

“The board monitors compliance with this policy at the monthly board meetings. Discussions as to any conflicts of interest need to be disclosed at that time.”

Form 990, Part VI, Section B, line 15B

“All instructors and coordinators wages are based on a collectively bargained rate approved by the board.”

Form 990, Part VI, Section C, line 19

“The organization governing documents are available at the organizations office, during normal business hours, upon written request.”

Filing and Contact Details

Filer

Filer Name
Chicago Roofers Apprentice Fund
EIN
36-2055440
Phone
7082464488
Address
7045 JOLIET ROAD, INDIAN HEAD PARK, IL 60525

Signing Officer

Name
Gary Menzel
Title
Secretary
Phone
7082464488
Signed
2023-07-21
Discuss with paid preparer
Yes

Organization Details

Formed
1945
Legal Domicile
Il
Voting Board Members
8
Independent Board Members
5
Employees
39
Volunteers
0

Preparer

Firm
Calibre CPA Group PLLC
Address
230 West Monroe St Ste310, Chicago, IL 60606
Preparer
Howard Simon
Phone
3126550037
Supplemental Narrative

Additional Explanations

Part XII, Line 2C

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

Financial Statement Notes

Part X, Line 2:

“The Internal Revenue Service has advised that the Fund qualifies under Section 501(c)(3) of the Internal Revenue Code and is, therefore, subject to tax only on income, if any, unrelated to its tax-exempt purpose. Management is required to evaluate tax positions taken by the Fund and recognize a tax liability (or asset) if the Fund has taken an uncertain position that more likely than not would not be sustained upon examination by the taxing authorities. As of December 31, 2022, there were no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The Fund's Forms 990, Return of Organization Exempt from Income Tax, for the fiscal years ending 2019, 2020 and 2021 are subject to examination by the IRS, generally for three years after they were filed.”

Part XI, Line 4B - Other Adjustments:

“Reimbursed expenses ppp loan forgiveness reported as income in prior year”

Part XII, Line 4B - Other Adjustments:

“REIMBURSED EXPENSES”

Part XII

“Of the fund's reimbursed expenses, $16,150 was reported as a reduction of expenses on the financial statements.”

Raw XML AppendixShowing 400 of 564 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/NetAssetsOrFundBalancesBOYAmt05206954
IRS990/NetAssetsOrFundBalancesEOYAmt05539085
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-21855
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt07699
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-14156
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-112218
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0173940
IRS990/OccupancyGrp/TotalAmt0173940
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt045442
IRS990/OfficeExpensesGrp/TotalAmt045442
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt080458
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt042106
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt072367
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0114473
IRS990/OtherExpensesGrp/Desc0Class Expenses
IRS990/OtherExpensesGrp/Desc1Physical Examinations
IRS990/OtherExpensesGrp/Desc2Trade Shows
IRS990/OtherExpensesGrp/Desc3Apprentice Competition
IRS990/OtherExpensesGrp/ProgramServicesAmt0419542
IRS990/OtherExpensesGrp/ProgramServicesAmt128450
IRS990/OtherExpensesGrp/ProgramServicesAmt210364
IRS990/OtherExpensesGrp/ProgramServicesAmt33617
IRS990/OtherExpensesGrp/TotalAmt0419542
IRS990/OtherExpensesGrp/TotalAmt128450
IRS990/OtherExpensesGrp/TotalAmt210364
IRS990/OtherExpensesGrp/TotalAmt33617
IRS990/OtherLiabilitiesGrp/BOYAmt0173208
IRS990/OtherLiabilitiesGrp/EOYAmt090230
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0REIMBURSED EXPENSES
IRS990/OtherRevenueMiscGrp/Desc1COMPETITION REGISTRATI
IRS990/OtherRevenueMiscGrp/Desc2OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt018163
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt11020
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt2773
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt018163
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11020
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2773
IRS990/OtherRevenueTotalAmt019956
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0106514
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0571164
IRS990/OtherSalariesAndWagesGrp/TotalAmt0677678
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt061097
IRS990/PayrollTaxesGrp/TotalAmt061097
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt053302
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt095349
IRS990/PensionPlanContributionsGrp/TotalAmt0148651
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt040817
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt046528
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES & ASSE
IRS990/ProgramServiceRevenueGrp/Desc1APPLICATION FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02643248
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt16095
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02643248
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt16095
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0136829
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt028907
IRS990/PYOtherExpensesAmt01087346
IRS990/PYOtherRevenueAmt019240
IRS990/PYProgramServiceRevenueAmt02245738
IRS990/PYRevenuesLessExpensesAmt0364864
IRS990/PYSalariesCompEmpBnftPaidAmt0978504
IRS990/PYTotalExpensesAmt02065850
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02430714
IRS990/ReconcilationRevenueExpnssAmt0444349
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02676998
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt05206954
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt05539085
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0227711
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0276447
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02676223
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02248510
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02381746
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01621803
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01525118
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010453400
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt024492
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt016607
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt021116
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt024618
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt022136
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0108969
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt024492
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt016607
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt021116
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt024618
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt022136
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0108969
IRS990ScheduleA/InvestmentIncomeCYPct00.01030
IRS990ScheduleA/InvestmentIncomePYPct00.01060
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98970
IRS990ScheduleA/PublicSupportPY509Pct00.98940
IRS990ScheduleA/PublicSupportTotal509Amt010453400
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02676223
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02248510
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02381746
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01621803
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01525118
IRS990ScheduleA/Total509Grp/TotalAmt010453400
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02700715
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02265117
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02402862
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01646421
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01547254
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt010562369
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt03363955
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01498513
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt04862468
IRS990ScheduleD/EquipmentGrp/BookValueAmt0271373
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0426466
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0697839
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt019397
IRS990ScheduleD/ExpensesSubtotalAmt02217119
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt03247
IRS990ScheduleD/InvestmentExpensesNotIncldAmt03247
IRS990ScheduleD/LandGrp/BookValueAmt0644191
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0644191
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0397037
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0250236
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0647273
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-112218
IRS990ScheduleD/OtherExpensesNotIncludedAmt016150
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02798
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt182743
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt24689
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED PAYROLL TAXES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1AUDIO-VISUAL LEASE OBLIGATIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE FROM AFFILIATES
IRS990ScheduleD/OtherRevenuesNotIncludedAmt016150
IRS990ScheduleD/RevenueNotReportedAmt0-112218
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt019397
IRS990ScheduleD/RevenueSubtotalAmt02661468
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Internal Revenue Service has advised that the Fund qualifies under Section 501(c)(3) of the Internal Revenue Code and is, therefore, subject to tax only on income, if any, unrelated to its tax-exempt purpose. Management is required to evaluate tax positions taken by the Fund and recognize a tax liability (or asset) if the Fund has taken an uncertain position that more likely than not would not be sustained upon examination by the taxing authorities. As of December 31, 2022, there were no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The Fund's Forms 990, Return of Organization Exempt from Income Tax, for the fiscal years ending 2019, 2020 and 2021 are subject to examination by the IRS, generally for three years after they were filed.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1REIMBURSED EXPENSES PPP LOAN FORGIVENESS REPORTED AS INCOME IN PRIOR YEAR
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2REIMBURSED EXPENSES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3OF THE FUND'S REIMBURSED EXPENSES, $16,150 WAS REPORTED AS A REDUCTION OF EXPENSES ON THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,204,214
Liabilities
$1,665,129
Net assets
$5,539,085
Revenue
$2,680,865
Expenses
$2,236,516
Net income
$444,349
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.13$1.28$6.85$3.16$2.42$0.74
2023Detailed filing. Detailed filing data is available for this year.$7.71$1.62$6.09$2.87$2.45$0.42
2022Detailed filing. Detailed filing data is available for this year.$7.20$1.67$5.54$2.68$2.24$0.44
2021Detailed filing. Detailed filing data is available for this year.$7.02$1.82$5.21$2.43$2.07$0.36
2020Detailed filing. Detailed filing data is available for this year.$6.88$2.05$4.83$2.28$1.73$0.55
2019Detailed filing. Detailed filing data is available for this year.$4.72$0.50$4.22$1.72$1.71$0.02