Civic Intelligence

Steamfitters Training School Inc.

990 • Fiscal year 2020 • EIN 39-0945040

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 27, 2021

Organization ProfileWWW.STEAM601.ORG
3300 S 103rd StreetMilwaukee, WI 53227

(414) 543-0601

Siviq Scores

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

Liabilities / Assets

79th percentile

0.46x

Higher debt load relative to assets than 79% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

73rd percentile

0.38x

Higher debt load relative to revenue than 73% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

15th percentile

-22%

Higher net margin than 15% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

40th percentile

$14,771

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

13th percentile

-5.8%

Faster asset growth than 13% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

32nd percentile

-10%

Faster revenue growth than 32% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$2,936,974

Down $180,396 (-5.8%) from 2019

Net Assets

Down

$1,578,512

Down $775,526 (-33%) from 2019

Liabilities

Up

$1,358,462

Up $595,130 (+78%) from 2019

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin15th percentile

Revenue

Down

$3,610,166

Down $420,058 (-10%) from 2019

Expenses

Down

$4,400,436

Down $259,829 (-5.6%) from 2019

Net Income

Down

-$790,270

Down $160,229 (-25%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,682,438Liabilities 2010: $27,489Net Assets 2010: $2,654,9492010Assets 2011: $2,286,214Liabilities 2011: $32,588Net Assets 2011: $2,253,6262011Assets 2012: $2,014,627Liabilities 2012: $30,442Net Assets 2012: $1,984,1852012Assets 2013: $2,230,020Liabilities 2013: $26,136Net Assets 2013: $2,203,8842013Assets 2014: $2,371,750Liabilities 2014: $5,997Net Assets 2014: $2,365,7532014Assets 2015: $2,535,809Liabilities 2015: $5,091Net Assets 2015: $2,530,7182015Assets 2016: $2,919,971Liabilities 2016: $234,907Net Assets 2016: $2,685,0642016Assets 2017: $3,478,024Liabilities 2017: $487,693Net Assets 2017: $2,990,3312017Assets 2018: $4,155,938Liabilities 2018: $1,251,028Net Assets 2018: $2,904,9102018Assets 2019: $3,117,370Liabilities 2019: $763,332Net Assets 2019: $2,354,0382019Assets 2020: $2,936,974Liabilities 2020: $1,358,462Net Assets 2020: $1,578,5122020Assets 2021: $2,521,468Liabilities 2021: $680,582Net Assets 2021: $1,840,8862021Assets 2022: $2,346,768Liabilities 2022: $550,395Net Assets 2022: $1,796,3732022Assets 2023: $3,086,131Liabilities 2023: $582,528Net Assets 2023: $2,503,6032023Assets 2024: $4,134,808Liabilities 2024: $645,900Net Assets 2024: $3,488,9082024

Highlighted filing

2020

Assets$2,936,974
Liabilities$1,358,462
Net Assets$1,578,512
Open 2020 Filing

Operations Trend

Revenue Growth32nd percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $2,138,0122010Expenses 2011: $1,989,3942011Expenses 2012: $1,936,0632012Revenue 2013: $2,180,295Expenses 2013: $1,953,490Net Income 2013: $226,8052013Revenue 2014: $2,190,612Expenses 2014: $2,037,052Net Income 2014: $153,5602014Revenue 2015: $2,320,553Expenses 2015: $2,151,300Net Income 2015: $169,2532015Revenue 2016: $2,379,338Expenses 2016: $2,051,576Net Income 2016: $327,7622016Revenue 2017: $2,994,644Expenses 2017: $2,700,607Net Income 2017: $294,0372017Revenue 2018: $4,024,622Expenses 2018: $3,793,501Net Income 2018: $231,1212018Revenue 2019: $4,030,224Expenses 2019: $4,660,265Net Income 2019: -$630,0412019Revenue 2020: $3,610,166Expenses 2020: $4,400,436Net Income 2020: -$790,2702020Revenue 2021: $1,862,754Expenses 2021: $1,636,896Net Income 2021: $225,8582021Revenue 2022: $4,646,602Expenses 2022: $4,642,258Net Income 2022: $4,3442022Revenue 2023: $5,733,784Expenses 2023: $5,019,785Net Income 2023: $713,9992023Revenue 2024: $7,469,233Expenses 2024: $6,440,991Net Income 2024: $1,028,2422024

Highlighted filing

2020

Revenue$3,610,166
Expenses$4,400,436
Net Income-$790,270
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 27, 2021
Return Version
2020v4.1
Gross Receipts
$3,792,075
Mission and Program Overview

Mission

To operate and maintain a school or training program for workmen in the pipe-fitting trade.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,034,940$1,192,418▲ $157,478
Land, Buildings, and Equipment, Net$1,124,406$939,269▼ $185,137
Investments in Publicly Traded Securities$639,154$487,144▼ $152,010
Accounts Receivable$293,055$277,388▼ $15,667
Savings and Temporary Cash Investments$21,828$36,380▲ $14,552
Prepaid Expenses and Deferred Charges$3,987$4,375▲ $388
Total Assets$3,117,370$2,936,974▼ $180,396
Liabilities
Other Liabilities$0$741,571▲ $741,571
Accounts Payable and Accrued Expenses$763,332$616,891▼ $146,441
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Total Liabilities$763,332$1,358,462▲ $595,130
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,354,038$1,578,512▼ $775,526
Total Net Assets Fund Balance$2,354,038$1,578,512▼ $775,526
Total Liabilities and Net Assets / Fund Balance$3,117,370$2,936,974▼ $180,396

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$497,756$1,225,672$1,723,428
Other Land Buildings$171,496$247,612$419,108
Leasehold Improvements$270,017$40,325$310,342
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David Lewis IiLabor TrusteePT$10,411$4,360$14,771

Board Members and Trustees

NameTitle
Joel ZielkeChairman
David AhlerEmployer Trustee
Gary StramowskiEmployer Trustee
Paul ChristensenEmployer Trustee
Douglas EdwardsUnion Trustee
Gary CoxUnion Trustee
Jonathan KowalskiSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$19,565
Program Service Revenue
$3,436,084
Investment Income
$49,819
Other Revenue
$104,698
All Other Contributions
$565
Change in Net Assets
$-790,270

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,607,224
Revenue Not Reported on Financial Statements
$2,942
Revenue Not Reported on Form 990
$14,744
Total Revenue per Audited Statements
$3,621,968
Total Revenue per Form 990
$3,610,166
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,378,656
Other Expenses$2,021,780
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,527,740--$1,527,740
Occupancy$805,888--$805,888
Pension Plan Contributions$426,710--$426,710
Other Employee Benefits$280,737--$280,737
Depreciation Depletion-$196,896-$196,896
Payroll Taxes$128,910--$128,910
Office Expenses-$107,761-$107,761
Conferences and Meetings-$31,678-$31,678
Fees for Services Other-$15,675-$15,675
Current Officers, Directors, Trustees, and Key Employees$14,559--$14,559
Insurance-$13,018-$13,018
Other Expenses$777,451$10,724-$10,724
Advertising-$10,561-$10,561
All Other Expenses-$4,325-$4,325
Fees for Service Investment Mgmnt Fees-$2,942-$2,942
Fees for Services Legal-$2,724-$2,724
Total Functional Expenses$3,961,995$438,441$0$4,400,436

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,400,436
Expenses per Audited Statements$4,397,494
Total Expenses per Audited Statements$4,397,494
Expenses Not Reported on Financial Statements$2,942
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
Due to Related Fund$387,067
Paycheck Protection Program Loan$354,504
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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 form 990 is provided to the chairman to review and approve.”

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

“If appropriate, the chairman of the board will appoint a disinterested person or committee to investigate alternatives to the proposed transaction or arrangement. After exercising due diligence, the board will determine whether the fund can obtain, with reasonable efforts, a more advantageous transaction or arrangement from a person or entity that would not give rise to a conflict of interest. If a more advantageous transaction or arrangement is not reasonably possible under circumstances not producing a conflict of interest, the board will determine by a majority vote of the disinterested trustees whether the transaction or arrangement is in the fund's best interest, for its own benefit, and whether it is fair and reasonable. Based on that determination, it will make its decision as to whether to enter into the transaction or arrangment.”

Form 990, Part VI, Section B, Line 15

“The board of directors approves salaries for the teachers and apprentice and training coordinator. The office staff salaries are collectively bargained for by office workers local 9. Salaries are reviewed annually.”

Form 990, Part VI, Section C, Line 19

“The school makes its governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Steamfitters Training School
EIN
39-0945040
Phone
4145430601
Address
3300 S 103RD STREET, MILWAUKEE, WI 53227

Signing Officer

Name
Douglas Edwards
Title
Union Trustee
Phone
4145430601
Signed
2021-09-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Douglas Edwards
Formed
1936
Legal Domicile
Wi
Voting Board Members
8
Independent Board Members
7
Employees
126
Volunteers
7

Preparer

Firm
Sikich Llp
Address
13400 BISHOPS LANE SUITE 300, BROOKFIELD, WI 53005
Preparer
James B Boutelle CPA
Phone
2627549400
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The internal revenue service ("irs") has ruled that the school qualifies under section 501(c)(3) of the irc and is, therefore, not subject to tax under present income tax laws. However, the school is subject to taxes on any unrelated business taxable income, pursuant to section 511(a). The school had no unrelated business income tax for the years ended december 31, 2020 and 2019. The school is not classified as a private foundation.”

Raw XML AppendixShowing 400 of 442 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/OtherExpensesGrp/TotalAmt128756
IRS990/OtherExpensesGrp/TotalAmt213381
IRS990/OtherExpensesGrp/TotalAmt310724
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0741571
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0REIMBURSEMENT
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt084160
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt120538
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt084160
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt120538
IRS990/OtherRevenueTotalAmt0104698
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01527740
IRS990/OtherSalariesAndWagesGrp/TotalAmt01527740
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0128910
IRS990/PayrollTaxesGrp/TotalAmt0128910
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0426710
IRS990/PensionPlanContributionsGrp/TotalAmt0426710
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03987
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04375
IRS990/PrincipalOfficerNm0DOUGLAS EDWARDS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1TUITION
IRS990/ProgramServiceRevenueGrp/Desc2SALES OF BOOKS & MANUA
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03222793
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1179293
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt233998
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03222793
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1179293
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt233998
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt064565
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt012054
IRS990/PYOtherExpensesAmt02348813
IRS990/PYOtherRevenueAmt030114
IRS990/PYProgramServiceRevenueAmt03923491
IRS990/PYRevenuesLessExpensesAmt0-630041
IRS990/PYSalariesCompEmpBnftPaidAmt02311452
IRS990/PYTotalExpensesAmt04660265
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04030224
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-790270
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03540782
IRS990/SavingsAndTempCashInvstGrp/BOYAmt021828
IRS990/SavingsAndTempCashInvstGrp/EOYAmt036380
IRS990ScheduleA/SchoolInd0X
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/BookValueAmt0497756
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01225672
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01723428
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt02942
IRS990ScheduleD/ExpensesSubtotalAmt04397494
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt02942
IRS990ScheduleD/InvestmentExpensesNotIncldAmt02942
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0270017
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt040325
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0310342
IRS990ScheduleD/NetUnrealizedGainsInvstAmt014744
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0171496
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0247612
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0419108
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0387067
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1354504
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED FUND
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYCHECK PROTECTION PROGRAM LOAN
IRS990ScheduleD/RevenueNotReportedAmt014744
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt02942
IRS990ScheduleD/RevenueSubtotalAmt03607224
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTERNAL REVENUE SERVICE ("IRS") HAS RULED THAT THE SCHOOL QUALIFIES UNDER SECTION 501(C)(3) OF THE IRC AND IS, THEREFORE, NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. HOWEVER, THE SCHOOL IS SUBJECT TO TAXES ON ANY UNRELATED BUSINESS TAXABLE INCOME, PURSUANT TO SECTION 511(A). THE SCHOOL HAD NO UNRELATED BUSINESS INCOME TAX FOR THE YEARS ENDED DECEMBER 31, 2020 AND 2019. THE SCHOOL IS NOT CLASSIFIED AS A PRIVATE FOUNDATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0939269
IRS990ScheduleD/TotalExpensesPerForm990Amt04400436
IRS990ScheduleD/TotalLiabilityAmt0741571
IRS990ScheduleD/TotalRevenuePerForm990Amt03610166
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03621968
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04397494
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0PUBLIC NOTICE POSTED ON BULLETIN BOARD OF LOCAL UNION OFFICES AND PUBLIC NOTICE POSTED WITH THE DEPT. OF INDUSTRY.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PROVIDED TO THE CHAIRMAN TO REVIEW AND APPROVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IF APPROPRIATE, THE CHAIRMAN OF THE BOARD WILL APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE BOARD WILL DETERMINE WHETHER THE FUND CAN OBTAIN, WITH REASONABLE EFFORTS, A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE BOARD WILL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED TRUSTEES WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE FUND'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. BASED ON THAT DETERMINATION, IT WILL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS APPROVES SALARIES FOR THE TEACHERS AND APPRENTICE AND TRAINING COORDINATOR. THE OFFICE STAFF SALARIES ARE COLLECTIVELY BARGAINED FOR BY OFFICE WORKERS LOCAL 9. SALARIES ARE REVIEWED ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE SCHOOL MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03117370
IRS990/TotalAssetsEOYAmt02936974
IRS990/TotalAssetsGrp/BOYAmt03117370
IRS990/TotalAssetsGrp/EOYAmt02936974
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt019565
IRS990/TotalEmployeeCnt0126
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0438441
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03961995
IRS990/TotalFunctionalExpensesGrp/TotalAmt04400436
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0763332
IRS990/TotalLiabilitiesEOYAmt01358462
IRS990/TotalLiabilitiesGrp/BOYAmt0763332
IRS990/TotalLiabilitiesGrp/EOYAmt01358462
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02354038
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01578512
IRS990/TotalOtherCompensationAmt04219
IRS990/TotalProgramServiceExpensesAmt03961995
IRS990/TotalProgramServiceRevenueAmt03436084
IRS990/TotalReportableCompFromOrgAmt010411
IRS990/TotalRevenueGrp/ExclusionAmt049819
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03540782
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03610166
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03117370
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02936974
IRS990/TotReportableCompRltdOrgAmt0141
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,936,974
Liabilities
$1,358,462
Net assets
$1,578,512
Revenue
$3,610,166
Expenses
$4,400,436
Net income
-$790,270
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.13$0.65$3.49$7.47$6.44$1.03
2023Detailed filing. Detailed filing data is available for this year.$3.09$0.58$2.50$5.73$5.02$0.71
2022Detailed filing. Detailed filing data is available for this year.$2.35$0.55$1.80$4.65$4.64$0.00
2021Detailed filing. Detailed filing data is available for this year.$2.52$0.68$1.84$1.86$1.64$0.23
2020Detailed filing. Detailed filing data is available for this year.$2.94$1.36$1.58$3.61$4.40$0.79
2019Detailed filing. Detailed filing data is available for this year.$3.12$0.76$2.35$4.03$4.66$0.63
2018Detailed filing. Detailed filing data is available for this year.$4.16$1.25$2.90$4.02$3.79$0.23
2017Detailed filing. Detailed filing data is available for this year.$3.48$0.49$2.99$2.99$2.70$0.29
2016Detailed filing. Detailed filing data is available for this year.$2.92$0.23$2.69$2.38$2.05$0.33
2015Detailed filing. Detailed filing data is available for this year.$2.54$0.01$2.53$2.32$2.15$0.17
2014Detailed filing. Detailed filing data is available for this year.$2.37$0.01$2.37$2.19$2.04$0.15
2013Detailed filing. Detailed filing data is available for this year.$2.23$0.03$2.20$2.18$1.95$0.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.01$0.03$1.98$1.94
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.29$0.03$2.25$1.99
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.68$0.03$2.65$2.14