Civic Intelligence

Chicago Roofers Apprentice Fund

990 • Fiscal year 2023 • EIN 36-2055440

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 16, 2024

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

60th percentile

0.21x

Higher debt load relative to assets than 60% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

75th percentile

0.56x

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

70th percentile

15%

Higher net margin than 70% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

79th percentile

$218,553

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

54th percentile

7.0%

Faster asset growth than 54% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

51st percentile

7.0%

Faster revenue growth than 51% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$7,705,548

Up $501,334 (+7.0%) from 2022

Net Assets

Up

$6,085,736

Up $546,651 (+9.9%) from 2022

Liabilities

Down

$1,619,812

Down $45,317 (-2.7%) from 2022

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin70th percentile

Revenue

Up

$2,868,731

Up $187,866 (+7.0%) from 2022

Expenses

Up

$2,445,378

Up $208,862 (+9.3%) from 2022

Net Income

Down

$423,353

Down $20,996 (-4.7%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2023

Assets$7,705,548
Liabilities$1,619,812
Net Assets$6,085,736
Open 2023 Filing

Operations Trend

Revenue Growth51st 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

2023

Revenue$2,868,731
Expenses$2,445,378
Net Income$423,353
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 16, 2024
Return Version
2023v5.1
Gross Receipts
$3,557,185
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$5,539,085$6,085,736▲ $546,651
Land, Buildings, and Equipment, Net$4,676,556$4,503,542▼ $173,014
Cash and Non-Interest-Bearing Accounts$1,048,847$1,376,372▲ $327,525
Investments in Publicly Traded Securities$871,020$946,620▲ $75,600
Savings and Temporary Cash Investments$276,447$538,155▲ $261,708
Accounts Receivable$204,358$243,615▲ $39,257
Prepaid Expenses and Deferred Charges$46,528$48,969▲ $2,441
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$7,204,214$7,705,548▲ $501,334
Other Assets Total$80,458$48,275▼ $32,183
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,548,933$1,482,048▼ $66,885
Other Liabilities$90,230$77,407▼ $12,823
Accounts Payable and Accrued Expenses$25,966$60,357▲ $34,391
Total Liabilities$1,665,129$1,619,812▼ $45,317
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,539,085$6,085,736▲ $546,651
Total Liabilities and Net Assets / Fund Balance$7,204,214$7,705,548▲ $501,334

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,242,393$1,620,075$4,862,468
Equipment$235,658$470,944$706,602
Leasehold Improvements$381,300$284,475$665,775
Land$644,191-$644,191
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kevin ColemanCoordinatorFT$157,275$61,278$218,553
Brian DubinFull-time InstructorFT$144,505$58,285$202,790
Aramis MelecioFull-time InstructorFT$133,828$58,745$192,573
Richard Coluzzi JrTrustee/instructor-$8,330$816$9,146
Travis GormanTrustee/instructor-$6,845$831$7,676
Gary MenzelSecretary/instructor-$5,250$687$5,937
Gerardo MoralesPast Trustee/instructor-$4,798$551$5,349

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$1,200
Program Service Revenue
$2,862,982
Investment Income
$-16,650
Other Revenue
$21,199
All Other Contributions
$1,200
Change in Net Assets
$423,353

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,850,692
Revenue Not Reported on Financial Statements
$18,039
Revenue Not Reported on Form 990
$123,298
Other Revenue Adjustments
$14,805
Total Revenue per Audited Statements
$2,973,990
Total Revenue per Form 990
$2,868,731
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,379,671
Salaries, Compensation, and Employee Benefits$1,065,707
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$658,355$66,187-$724,542
Depreciation Depletion-$262,692-$262,692
Occupancy-$211,274-$211,274
Pension Plan Contributions$123,470$30,874-$154,344
Other Employee Benefits$75,027$22,240-$97,267
Conferences and Meetings$78,833--$78,833
Interest-$65,265-$65,265
Payroll Taxes$55,497$5,949-$61,446
Insurance-$58,326-$58,326
Office Expenses-$38,078-$38,078
Travel$28,341--$28,341
Current Officers, Directors, Trustees, and Key Employees$28,108--$28,108
Fees for Services Legal-$17,561-$17,561
Fees for Services Accounting-$15,306-$15,306
Information Technology-$13,536-$13,536
Other Expenses$8,121--$8,121
Advertising$6,874--$6,874
Fees for Service Investment Mgmnt Fees-$3,234-$3,234
Fees for Services Other-$1,000-$1,000
Total Functional Expenses$1,633,856$811,522$0$2,445,378

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,445,378
Expenses per Audited Statements$2,427,339
Total Expenses per Audited Statements$2,427,339
Expenses Not Reported on Financial Statements$18,039
Other Expense Adjustments$14,805
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
Finance Lease Liability$49,710
Due From Affiliates$24,138
Accrued Payroll Taxes$3,559
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
2024-10-16
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
Aaron Plath
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, 2023, 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 2020, 2021 and 2022 are subject to examination by the irs, generally for three years after they were filed.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“REIMBURSED EXPENSES”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“REIMBURSED EXPENSES”

Part XII

“Of the fund's reimbursed expenses, $14,805 was reported as a reduction of expenses on the financial statements.”

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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01482048
IRS990/NetAssetsOrFundBalancesBOYAmt05539085
IRS990/NetAssetsOrFundBalancesEOYAmt06085736
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-57126
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-57126
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0123298
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0211274
IRS990/OccupancyGrp/TotalAmt0211274
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt038078
IRS990/OfficeExpensesGrp/TotalAmt038078
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt080458
IRS990/OtherAssetsTotalGrp/EOYAmt048275
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt022240
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt075027
IRS990/OtherEmployeeBenefitsGrp/TotalAmt097267
IRS990/OtherExpensesGrp/Desc0CLASS EXPENSES
IRS990/OtherExpensesGrp/Desc1PHYSICAL EXAMINATIONS
IRS990/OtherExpensesGrp/Desc2TRADE SHOWS
IRS990/OtherExpensesGrp/ProgramServicesAmt0549149
IRS990/OtherExpensesGrp/ProgramServicesAmt122081
IRS990/OtherExpensesGrp/ProgramServicesAmt28121
IRS990/OtherExpensesGrp/TotalAmt0549149
IRS990/OtherExpensesGrp/TotalAmt122081
IRS990/OtherExpensesGrp/TotalAmt28121
IRS990/OtherLiabilitiesGrp/BOYAmt090230
IRS990/OtherLiabilitiesGrp/EOYAmt077407
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0REIMBURSED EXPENSES
IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt014805
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt16394
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt014805
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt16394
IRS990/OtherRevenueTotalAmt021199
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt066187
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0658355
IRS990/OtherSalariesAndWagesGrp/TotalAmt0724542
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05949
IRS990/PayrollTaxesGrp/ProgramServicesAmt055497
IRS990/PayrollTaxesGrp/TotalAmt061446
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt030874
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0123470
IRS990/PensionPlanContributionsGrp/TotalAmt0154344
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt046528
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt048969
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES & ASSE
IRS990/ProgramServiceRevenueGrp/Desc1APPLICATION FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02860082
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12900
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02860082
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12900
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01230
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt010336
IRS990/PYOtherExpensesAmt01218775
IRS990/PYOtherRevenueAmt019956
IRS990/PYProgramServiceRevenueAmt02649343
IRS990/PYRevenuesLessExpensesAmt0444349
IRS990/PYSalariesCompEmpBnftPaidAmt01017741
IRS990/PYTotalExpensesAmt02236516
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02680865
IRS990/ReconcilationRevenueExpnssAmt0423353
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02884181
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt05539085
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt06085736
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0276447
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0538155
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02864182
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02676223
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02248510
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02381746
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01621803
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt011792464
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt040476
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt024492
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt016607
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt021116
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt024618
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0127309
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt040476
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt024492
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt016607
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt021116
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt024618
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0127309
IRS990ScheduleA/InvestmentIncomeCYPct00.01070
IRS990ScheduleA/InvestmentIncomePYPct00.01030
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98930
IRS990ScheduleA/PublicSupportPY509Pct00.98970
IRS990ScheduleA/PublicSupportTotal509Amt011792464
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02864182
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02676223
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02248510
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02381746
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01621803
IRS990ScheduleA/Total509Grp/TotalAmt011792464
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02904658
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02700715
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02265117
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02402862
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01646421
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt011919773
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt03242393
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01620075
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt04862468
IRS990ScheduleD/EquipmentGrp/BookValueAmt0235658
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0470944
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0706602
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt018039
IRS990ScheduleD/ExpensesSubtotalAmt02427339
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt03234
IRS990ScheduleD/InvestmentExpensesNotIncldAmt03234
IRS990ScheduleD/LandGrp/BookValueAmt0644191
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0644191
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0381300
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0284475
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0665775
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0123298
IRS990ScheduleD/OtherExpensesNotIncludedAmt014805
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03559
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt149710
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt224138
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED PAYROLL TAXES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1FINANCE LEASE LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE FROM AFFILIATES
IRS990ScheduleD/OtherRevenuesNotIncludedAmt014805
IRS990ScheduleD/RevenueNotReportedAmt0123298
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt018039
IRS990ScheduleD/RevenueSubtotalAmt02850692
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, 2023, 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 2020, 2021 AND 2022 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1REIMBURSED EXPENSES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2REIMBURSED EXPENSES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3OF THE FUND'S REIMBURSED EXPENSES, $14,805 WAS REPORTED AS A REDUCTION OF EXPENSES ON THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04503542
IRS990ScheduleD/TotalExpensesPerForm990Amt02445378
IRS990ScheduleD/TotalLiabilityAmt077407
IRS990ScheduleD/TotalRevenuePerForm990Amt02868731
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02973990
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02427339
IRS990ScheduleJ/AnyNonFixedPaymentsInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$7,705,548
Liabilities
$1,619,812
Net assets
$6,085,736
Revenue
$2,868,731
Expenses
$2,445,378
Net income
$423,353
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