Civic Intelligence

Smart Local 265 Education and Training Trust Fund

990 • Fiscal year 2021 • EIN 36-6148078

Jul 01, 2020 to Jun 30, 2021 • Filed on Mar 21, 2022

Organization ProfileN/A
205 Alexandra WayCarol Stream, IL 60188-2198

(630) 668-0110

Siviq Scores

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

Liabilities / Assets

74th percentile

0.07x

Higher debt load relative to assets than 74% of similar nonprofits.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

76th percentile

0.11x

Higher debt load relative to revenue than 76% of similar nonprofits.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2021

Net Margin

59th percentile

14%

Higher net margin than 59% of similar nonprofits.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

82nd percentile

$189,186

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 8.7% of source-year revenue.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2021

Asset Growth

73rd percentile

16%

Faster asset growth than 73% of similar nonprofits.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

72nd percentile

12%

Faster revenue growth than 72% of similar nonprofits.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$3,239,984

Up $458,529 (+16%) from 2020

Net Assets

Up

$2,998,585

Up $269,434 (+9.9%) from 2020

Liabilities

Up

$241,399

Up $189,095 (+362%) from 2020

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin59th percentile

Revenue

Up

$2,168,199

Up $231,835 (+12%) from 2020

Expenses

Up

$1,872,017

Up $4,290 (+0.2%) from 2020

Net Income

Up

$296,182

Up $227,545 (+332%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$15M$10M$5.0M$0Assets 2020: $2,781,455Liabilities 2020: $52,304Net Assets 2020: $2,729,1512020Assets 2021: $3,239,984Liabilities 2021: $241,399Net Assets 2021: $2,998,5852021Assets 2022: $3,574,404Liabilities 2022: $183,714Net Assets 2022: $3,390,6902022Assets 2023: $4,014,087Liabilities 2023: $89,513Net Assets 2023: $3,924,5742023Assets 2024: $4,628,253Liabilities 2024: $80,540Net Assets 2024: $4,547,7132024Assets 2025: $12,866,951Liabilities 2025: $7,862,436Net Assets 2025: $5,004,5152025

Highlighted filing

2021

Assets$3,239,984
Liabilities$241,399
Net Assets$2,998,585
Open 2021 Filing

Operations Trend

Revenue Growth72nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Revenue 2020: $1,936,364Expenses 2020: $1,867,727Net Income 2020: $68,6372020Revenue 2021: $2,168,199Expenses 2021: $1,872,017Net Income 2021: $296,1822021Revenue 2022: $2,643,973Expenses 2022: $2,173,161Net Income 2022: $470,8122022Revenue 2023: $2,813,398Expenses 2023: $2,366,980Net Income 2023: $446,4182023Revenue 2024: $3,126,044Expenses 2024: $2,502,155Net Income 2024: $623,8892024Revenue 2025: $3,453,127Expenses 2025: $2,999,745Net Income 2025: $453,3822025

Highlighted filing

2021

Revenue$2,168,199
Expenses$1,872,017
Net Income$296,182
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Mar 21, 2022
Return Version
2020v4.2
Gross Receipts
$2,168,199
Mission and Program Overview

Mission

The plan was established as an education fund for the professional trade education of substantially all participating person's under the union's collective bargaining agreement.

The plan was established as an education fund for the professional trade education of substantially all participating persons under the union's collective bargaining agreement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,729,151$2,998,585▲ $269,434
Savings and Temporary Cash Investments$949,663$1,380,337▲ $430,674
Investments Other Securities$1,092,688$1,079,893▼ $12,795
Land, Buildings, and Equipment, Net$539,424$532,085▼ $7,339
Accounts Receivable$193,767$242,136▲ $48,369
Prepaid Expenses and Deferred Charges$4,550$4,550→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,781,455$3,239,984▲ $458,529
Other Assets Total$1,363$983▼ $380
Liabilities
Unsecured Notes Loans Payable-$188,130-
Accounts Payable and Accrued Expenses$42,339$35,028▼ $7,311
Other Liabilities$9,965$18,241▲ $8,276
Total Liabilities$52,304$241,399▲ $189,095
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,729,151$2,998,585▲ $269,434
Total Liabilities and Net Assets / Fund Balance$2,781,455$3,239,984▲ $458,529

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$413,776$1,031,488$1,445,264
Equipment$99,605$769,486$869,091
Other Land Buildings$18,704$71,930$90,634
Other Securities$1,079,893--
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David St PeterInstructorFT$128,340$60,846$189,186
Dennis MoranDirector of TrainingFT$128,490$60,148$188,638
Joseph CaroneInstructorFT$125,039$60,489$185,528
Anthony AarnsInstructorFT$120,273$60,486$180,759
Patrick BrunoInstructorFT$113,073$59,637$172,710

Board Members and Trustees

NameTitle
John DanielChairman
Brian McsherryFormer Trustee
Mike ObrochtaFormer Trustee
Henry ArtlipTrustee
John HoppTrustee
Ken WiesbrookTrustee
Kevin GalassTrustee
Louise MedinaTrustee
Ric DahlmanTrustee
Robert BaierTrustee
Pat HudgensSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$40,000
Program Service Revenue
$2,088,252
Investment Income
$13,797
Other Revenue
$26,150
All Other Contributions
$40,000
Change in Net Assets
$296,182

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,168,199
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-26,748
Total Revenue per Audited Statements
$2,141,451
Total Revenue per Form 990
$2,168,199
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,186,981
Other Expenses$625,048
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$732,014
Occupancy---$386,540
Pension Plan Contributions---$222,194
Other Employee Benefits---$178,783
Depreciation Depletion---$84,855
Benefits to Members---$59,988
Payroll Taxes---$53,990
Office Expenses---$18,332
Fees for Services Accounting---$17,692
Information Technology---$16,555
Insurance---$12,278
Other Expenses---$4,940
Conferences and Meetings---$4,857
Fees for Services Legal---$3,121
Total Functional Expenses$0$0$0$1,872,017

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,872,017
Total Expenses per Audited Statements$1,872,017
Total Expenses per Form 990$1,872,017
Expenses Not Reported on Financial Statements$0
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliated Funds and Union$16,117
Accrued Payroll Taxes & Withholdings$2,124
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
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 trustees have authorized the chairman and secretary to review and execute any documents on behalf of the trustees.”

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

“In no event may the trustees or any fiduciary of the plan engage in "prohibited transactions" as defined by erisa. Any transactions that may be potential conflicts of interest or potential prohibited transactions are required to be brought to the attention of the entire board for review and discussion with the organization's legal counsel. In addition, periodic statements disclosing potential conflicts of interest are submitted by the director of training and union trustees.”

Form 990, Part VI, Section B, Line 15

“Compensation for the organization's director of training and instructors is based on the same wage rates negotiated through the smart local 265 union collective bargaining agreement.”

Form 990, Part VI, Section C, Line 19

“The organization's governing document (trust agreement) and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Smart Local 265 Education and Training
EIN
36-6148078
Phone
6306680110
Address
205 ALEXANDRA WAY, CAROL STREAM, IL 60188-2198

Signing Officer

Name
John Daniel
Title
Trustee
Phone
6306680110
Signed
2022-03-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Daniel
Formed
1966
Legal Domicile
Il
Voting Board Members
10
Independent Board Members
10
Employees
15
Volunteers
0

Preparer

Firm
Calibre CPA Group Pllc
Address
230 WEST MONROE STREET SUITE 310, CHICAGO, IL 60606
Preparer
Andy Hein
Phone
3126550037
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

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

Financial Statement Notes

PART X, LINE 2:

“The plan qualifies under section 501(c)(5) 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 plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the taxing authorities. As of june 30, 2021 and 2020, 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 plan's forms 990, return of organization exempt from income tax, for the fiscal years 2018 through 2020 are subject to examination by the irs, generally for three years after they were filed.”

Raw XML AppendixShowing 400 of 575 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/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1FORMER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR OF TRAINING
IRS990/Form990PartVIISectionAGrp/TitleTxt12INSTRUCTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13INSTRUCTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14INSTRUCTOR
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0386540
IRS990/OfficeExpensesGrp/TotalAmt018332
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01363
IRS990/OtherAssetsTotalGrp/EOYAmt0983
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0178783
IRS990/OtherExpensesGrp/Desc0SCHOOL SUPPLIES
IRS990/OtherExpensesGrp/Desc1OUTSIDE COURSES
IRS990/OtherExpensesGrp/TotalAmt075878
IRS990/OtherExpensesGrp/TotalAmt14940
IRS990/OtherLiabilitiesGrp/BOYAmt09965
IRS990/OtherLiabilitiesGrp/EOYAmt018241
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt026150
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt026150
IRS990/OtherRevenueTotalAmt026150
IRS990/OtherSalariesAndWagesGrp/TotalAmt0732014
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt053990
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0222194
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04550
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04550
IRS990/PrincipalOfficerNm0JOHN DANIEL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0CONTRACTOR CONTRIBUTIO
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02088252
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02088252
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt063371
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt020144
IRS990/PYOtherExpensesAmt0661002
IRS990/PYOtherRevenueAmt025116
IRS990/PYProgramServiceRevenueAmt01891104
IRS990/PYRevenuesLessExpensesAmt068637
IRS990/PYSalariesCompEmpBnftPaidAmt01143354
IRS990/PYTotalExpensesAmt01867727
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01936364
IRS990/ReconcilationRevenueExpnssAmt0296182
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02729151
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02998585
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0949663
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01380337
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt099605
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0769486
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0869091
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01872017
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0413776
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01031488
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01445264
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-26748
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt018704
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt071930
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt090634
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02124
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt116117
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED PAYROLL TAXES & WITHHOLDINGS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO AFFILIATED FUNDS AND UNION
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01079893
IRS990ScheduleD/OtherSecuritiesGrp/Desc0COMMON COLLECTIVE TRUST
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0-26748
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02168199
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN QUALIFIES UNDER SECTION 501(C)(5) 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 PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. AS OF JUNE 30, 2021 AND 2020, 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 PLAN'S FORMS 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR THE FISCAL YEARS 2018 THROUGH 2020 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0532085
IRS990ScheduleD/TotalBookValueSecuritiesAmt01079893
IRS990ScheduleD/TotalExpensesPerForm990Amt01872017
IRS990ScheduleD/TotalLiabilityAmt018241
IRS990ScheduleD/TotalRevenuePerForm990Amt02168199
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02141451
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01872017
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0128340
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1128490
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2125039
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3120273
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt4113073
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt035547
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt134975
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt235258
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt335257
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt434568
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt025299
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt125173
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt225231
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt325229
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt425069
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DAVID ST PETER

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,239,984
Liabilities
$241,399
Net assets
$2,998,585
Revenue
$2,168,199
Expenses
$1,872,017
Net income
$296,182
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$12.9$7.86$5.00$3.45$3.00$0.45
2024Detailed filing. Detailed filing data is available for this year.$4.63$0.08$4.55$3.13$2.50$0.62
2023Detailed filing. Detailed filing data is available for this year.$4.01$0.09$3.92$2.81$2.37$0.45
2022Detailed filing. Detailed filing data is available for this year.$3.57$0.18$3.39$2.64$2.17$0.47
2021Detailed filing. Detailed filing data is available for this year.$3.24$0.24$3.00$2.17$1.87$0.30
2020Detailed filing. Detailed filing data is available for this year.$2.78$0.05$2.73$1.94$1.87$0.07