Civic Intelligence

Plumbers Local 75 Education Fund

990 • Fiscal year 2020 • EIN 39-6146586

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 02, 2021

Organization ProfilePLUMBERS75.COM

View Organization Page

11175 W Parkland AveMilwaukee, WI 53224

(414) 359-1318

Siviq Scores

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

Liabilities / Assets

41st percentile

0.05x

Higher debt load relative to assets than 41% of similar nonprofits.

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

Liabilities / Revenue

43rd percentile

0.10x

Higher debt load relative to revenue than 43% of similar nonprofits.

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

Net Margin

79th percentile

27%

Higher net margin than 79% of similar nonprofits.

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

Top Officer Pay

88th percentile

$177,185

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 7.4% of source-year revenue.

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

Asset Growth

76th percentile

26%

Faster asset growth than 76% of similar nonprofits.

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

Revenue Growth

39th percentile

-4.8%

Faster revenue growth than 39% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$4,391,135

Up $908,050 (+26%) from 2019

Net Assets

Up

$4,162,586

Up $893,125 (+27%) from 2019

Liabilities

Up

$228,549

Up $14,925 (+7.0%) from 2019

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin79th percentile

Revenue

Down

$2,402,798

Down $122,142 (-4.8%) from 2019

Expenses

Down

$1,742,884

Down $54,791 (-3.0%) from 2019

Net Income

Down

$659,914

Down $67,351 (-9.3%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $1,090,330Liabilities 2010: $191,843Net Assets 2010: $898,4872010Assets 2011: $981,365Liabilities 2011: $170,994Net Assets 2011: $810,3712011Assets 2012: $1,116,221Liabilities 2012: $289,915Net Assets 2012: $826,3062012Assets 2013: $1,218,489Liabilities 2013: $175,998Net Assets 2013: $1,042,4912013Assets 2014: $1,316,595Liabilities 2014: $191,423Net Assets 2014: $1,125,1722014Assets 2015: $1,509,485Liabilities 2015: $205,009Net Assets 2015: $1,304,4762015Assets 2016: $1,934,528Liabilities 2016: $349,786Net Assets 2016: $1,584,7422016Assets 2017: $2,226,197Liabilities 2017: $321,673Net Assets 2017: $1,904,5242017Assets 2018: $2,534,512Liabilities 2018: $162,692Net Assets 2018: $2,371,8202018Assets 2019: $3,483,085Liabilities 2019: $213,624Net Assets 2019: $3,269,4612019Assets 2020: $4,391,135Liabilities 2020: $228,549Net Assets 2020: $4,162,5862020Assets 2021: $5,024,538Liabilities 2021: $335,032Net Assets 2021: $4,689,5062021Assets 2022: $6,651,349Liabilities 2022: $1,777,233Net Assets 2022: $4,874,1162022Assets 2023: $6,877,965Liabilities 2023: $1,390,319Net Assets 2023: $5,487,6462023Assets 2024: $7,891,275Liabilities 2024: $2,565,506Net Assets 2024: $5,325,7692024

Highlighted filing

2020

Assets$4,391,135
Liabilities$228,549
Net Assets$4,162,586
Open 2020 Filing

Operations Trend

Revenue Growth39th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,328,9312010Expenses 2011: $1,250,6562011Expenses 2012: $1,193,5122012Revenue 2013: $1,237,372Expenses 2013: $1,084,802Net Income 2013: $152,5702013Revenue 2014: $1,448,337Expenses 2014: $1,210,276Net Income 2014: $238,0612014Revenue 2015: $1,602,363Expenses 2015: $1,413,029Net Income 2015: $189,3342015Revenue 2016: $1,818,255Expenses 2016: $1,562,799Net Income 2016: $255,4562016Revenue 2017: $1,946,100Expenses 2017: $1,678,723Net Income 2017: $267,3772017Revenue 2018: $2,205,506Expenses 2018: $1,706,071Net Income 2018: $499,4352018Revenue 2019: $2,524,940Expenses 2019: $1,797,675Net Income 2019: $727,2652019Revenue 2020: $2,402,798Expenses 2020: $1,742,884Net Income 2020: $659,9142020Revenue 2021: $2,433,031Expenses 2021: $2,008,420Net Income 2021: $424,6112021Revenue 2022: $3,765,073Expenses 2022: $3,034,552Net Income 2022: $730,5212022Revenue 2023: $4,084,068Expenses 2023: $3,562,537Net Income 2023: $521,5312023Revenue 2024: $4,032,394Expenses 2024: $4,266,205Net Income 2024: -$233,8112024

Highlighted filing

2020

Revenue$2,402,798
Expenses$1,742,884
Net Income$659,914
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 2, 2021
Return Version
2020v4.1
Gross Receipts
$2,407,607
Mission and Program Overview

Mission

To provide training and educational programs for apprentices, employees, journeymen, and instructors in the plumbing trade and related occupation

Training & educational programs for plumbers apprentices, journeymen & instructors

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,586,376$3,385,484▲ $799,108
Cash and Non-Interest-Bearing Accounts$569,930$739,699▲ $169,769
Accounts Receivable$196,463$162,064▼ $34,399
Land, Buildings, and Equipment, Net$67,323$41,607▼ $25,716
Savings and Temporary Cash Investments$36,365$36,634▲ $269
Inventories for Sale or Use$14,047$17,402▲ $3,355
Prepaid Expenses and Deferred Charges$8,728$4,681▼ $4,047
Total Assets$3,483,085$4,391,135▲ $908,050
Other Assets Total$3,853$3,564▼ $289
Liabilities
Accounts Payable and Accrued Expenses$213,624$228,549▲ $14,925
Total Liabilities$213,624$228,549▲ $14,925
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,269,461$4,162,586▲ $893,125
Total Net Assets Fund Balance$3,269,461$4,162,586▲ $893,125
Total Liabilities and Net Assets / Fund Balance$3,483,085$4,391,135▲ $908,050

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$36,408$604,865$641,273
Leasehold Improvements$5,199$17,082$22,281
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Wes ZastrowDirector/trustee (thru 7/21)FT$120,899$56,286$177,185

Board Members and Trustees

NameTitle
Jonathan KowalskiChairperson
Jesse PertzbornTrustee
John LynchTrustee
Mark HerseyTrustee
Vincent Gallo IvTrustee
Don BrunnerTrustee (from 7/21)
Spencer StatzTrustee (from 7/21)
Scott RedmanTrustee (thru 1/21)
Dajen BohacekTrustee (thru 12/8)
Steve BreitlowSecretary Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$20,521
Program Service Revenue
$2,316,006
Investment Income
$65,876
Other Revenue
$395
All Other Contributions
$20,521
Change in Net Assets
$659,914

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,402,798
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$233,211
Total Revenue per Audited Statements
$2,636,009
Total Revenue per Form 990
$2,402,798
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$908,560
Other Expenses$834,324
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$281,400$186,011-$467,411
Current Officers, Directors, Trustees, and Key Employees-$177,185-$177,185
Occupancy-$152,440-$152,440
All Other Expenses$76,067$71,130-$147,197
Pension Plan Contributions$85,911$33,089-$119,000
Other Employee Benefits$71,626$27,937-$99,563
Office Expenses-$48,872-$48,872
Payroll Taxes$21,626$23,775-$45,401
Other Expenses-$40,577-$40,577
Depreciation Depletion-$32,839-$32,839
Information Technology-$31,010-$31,010
Fees for Services Other-$21,290-$21,290
Insurance-$14,739-$14,739
Fees for Services Legal$13,921--$13,921
Advertising-$748-$748
Total Functional Expenses$550,551$1,192,333$0$1,742,884

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,742,884
Total Expenses per Audited Statements$1,742,884
Total Expenses per Form 990$1,742,884
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
Lobbying activity
No
Subject to proxy tax
No
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 A, Line 6

“The fund's membership is comprised of contractors, journeymen, apprentices, employees and instructors in the plumbing trade and related occupations”

Form 990, Part VI, Section A, Line 7A

“The pmc appoints employer representatives, the plumbers local 75 appoints labor representatives”

Form 990, Part VI, Section A, Line 8B

“The fund has no committee with the authority to act on behalf of the executive board.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is provided to the fund's training director and bookkeeper. They review and approve it, then present the form 990 to the board of trustees for review and filing approval.”

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

“The fund adopted a conflict of interest policy in september 2012 which requires officers and trustees to disclose any conflict of interest. The board of trustees will monitor compliance with the policy.”

Form 990, Part VI, Section B, Line 15

“The training director's compensation is based on 45 hour work weeks and is set at pay level comparable to members of the plumbers trade, assistant director's compensation is based on 40 hour work weeks and is also based on comparable pay for plumbers union members”

Form 990, Part VI, Section C, Line 19

“The governing documents and financial statements are on file at the fund's office and are available upon request.”

Filing and Contact Details

Filer

Filer Name
Plumbers Local 75 Education Fund
EIN
39-6146586
Phone
4143591318
Address
11175 W PARKLAND AVE, MILWAUKEE, WI 53224

Signing Officer

Name
Steve Breitlow
Title
Secretary
Phone
4143591318
Signed
2021-09-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Breitlow
Formed
1969
Legal Domicile
Wi
Voting Board Members
8
Independent Board Members
8
Employees
27
Volunteers
8

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:

“Under a determination letter dated december 14, 1984, the internal revenue service ("irs") ruled that the fund qualifies as a tax-exempt, publicly supported organization under section 501(c)(3) of the irc and is therefore not subject to tax under present income tax laws. U.s. Gaap requires management of the fund to evaluate tax positions taken by the fund and recognize a tax liability (or asset) if the fund has taken an uncertain tax position that more likely than not would not be sustained upon examination by the irs. The fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax period in progress.”

Raw XML AppendixShowing 400 of 513 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/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0233211
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03269461
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04162586
IRS990/NoncashContributionsAmt03851
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0152440
IRS990/OccupancyGrp/TotalAmt0152440
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt048872
IRS990/OfficeExpensesGrp/TotalAmt048872
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03853
IRS990/OtherAssetsTotalGrp/EOYAmt03564
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt027937
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt071626
IRS990/OtherEmployeeBenefitsGrp/TotalAmt099563
IRS990/OtherExpensesGrp/Desc0INTERNATIONAL TRAINING
IRS990/OtherExpensesGrp/Desc1APPRENTICESHIP WAGE REI
IRS990/OtherExpensesGrp/Desc2BIG STEP TRANSFERS
IRS990/OtherExpensesGrp/Desc3SHARE OF FIELD AUDIT &
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0160571
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1117452
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt252668
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt340577
IRS990/OtherExpensesGrp/TotalAmt0160571
IRS990/OtherExpensesGrp/TotalAmt1117452
IRS990/OtherExpensesGrp/TotalAmt252668
IRS990/OtherExpensesGrp/TotalAmt340577
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0SECURITY LITIGATION PR
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt0328
IRS990/OtherRevenueMiscGrp/ExclusionAmt167
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0328
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt167
IRS990/OtherRevenueTotalAmt0395
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0186011
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0281400
IRS990/OtherSalariesAndWagesGrp/TotalAmt0467411
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt023775
IRS990/PayrollTaxesGrp/ProgramServicesAmt021626
IRS990/PayrollTaxesGrp/TotalAmt045401
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt033089
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt085911
IRS990/PensionPlanContributionsGrp/TotalAmt0119000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt08728
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04681
IRS990/PrincipalOfficerNm0STEVE BREITLOW
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2451211
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1TUITION
IRS990/ProgramServiceRevenueGrp/Desc2SALES OF TEXTBOOKS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02250626
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt142182
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt223198
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02250626
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt142182
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt223198
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05441
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt052333
IRS990/PYOtherExpensesAmt0852585
IRS990/PYOtherRevenueAmt015543
IRS990/PYProgramServiceRevenueAmt02451623
IRS990/PYRevenuesLessExpensesAmt0727265
IRS990/PYSalariesCompEmpBnftPaidAmt0945090
IRS990/PYTotalExpensesAmt01797675
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02524940
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0659914
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02316006
IRS990/SavingsAndTempCashInvstGrp/BOYAmt036365
IRS990/SavingsAndTempCashInvstGrp/EOYAmt036634
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SECURITY LITIGATION PROCEEDS - 2019 AMOUNT: $ 15,209. 2020 AMOUNT: $ 328. MISCELLANEOUS - 2019 AMOUNT: $ 334. 2020 AMOUNT: $ 67.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt020521
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05441
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07355
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt046057
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06198
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt085572
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt064636
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt052333
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt035248
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt013976
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt011356
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0177549
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02316006
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02451623
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02057493
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01792602
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01712165
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt010329889
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt064636
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt052333
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt035248
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt013976
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt011356
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0177549
IRS990ScheduleA/InvestmentIncomeCYPct00.01670
IRS990ScheduleA/InvestmentIncomePYPct00.01250
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0395
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt015543
IRS990ScheduleA/OtherIncome509Grp/TotalAmt015938
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98180
IRS990ScheduleA/PublicSupportPY509Pct00.98590
IRS990ScheduleA/PublicSupportTotal509Amt010415461
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02336527
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02457064
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02064848
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01838659
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01718363
IRS990ScheduleA/Total509Grp/TotalAmt010415461
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02401558
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02524940
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02100096
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01852635
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01729719
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt010608948
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/BookValueAmt036408
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0604865
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0641273
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01742884
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt05199
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt017082
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt022281
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0233211
IRS990ScheduleD/RevenueNotReportedAmt0233211
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02402798
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0UNDER A DETERMINATION LETTER DATED DECEMBER 14, 1984, THE INTERNAL REVENUE SERVICE ("IRS") RULED THAT THE FUND QUALIFIES AS A TAX-EXEMPT, PUBLICLY SUPPORTED ORGANIZATION UNDER SECTION 501(C)(3) OF THE IRC AND IS THEREFORE NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. U.S. GAAP REQUIRES MANAGEMENT OF THE FUND TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FUND HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIOD IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt041607
IRS990ScheduleD/TotalExpensesPerForm990Amt01742884
IRS990ScheduleD/TotalRevenuePerForm990Amt02402798
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02636009
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01742884
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0120899
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00

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Filings

Displayed year

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

Open filing
Assets
$4,391,135
Liabilities
$228,549
Net assets
$4,162,586
Revenue
$2,402,798
Expenses
$1,742,884
Net income
$659,914
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.89$2.57$5.33$4.03$4.27$0.23
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.88$1.39$5.49$4.08$3.56$0.52
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.65$1.78$4.87$3.77$3.03$0.73
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$5.02$0.34$4.69$2.43$2.01$0.42
2020Detailed filing. Detailed filing data is available for this year.$4.39$0.23$4.16$2.40$1.74$0.66
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.48$0.21$3.27$2.52$1.80$0.73
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.53$0.16$2.37$2.21$1.71$0.50
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.23$0.32$1.90$1.95$1.68$0.27
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.93$0.35$1.58$1.82$1.56$0.26
2015Detailed filing. Detailed filing data is available for this year.$1.51$0.21$1.30$1.60$1.41$0.19
2014Detailed filing. Detailed filing data is available for this year.$1.32$0.19$1.13$1.45$1.21$0.24
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.22$0.18$1.04$1.24$1.08$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.29$0.83$1.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.17$0.81$1.25
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.19$0.90$1.33