Civic Intelligence

Milwaukee Area Sheet Metal Journeymen and Apprenticeship Training Trust

EIN 39-6256792 • 501(c)3 • Waukesha, WI

Profile

The coordination of training and educational assistance for apprentices and journeymen sheet metal workers.

2201 Springdale RdWaukesha, WI 53186

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

31st percentile

0.03x

Higher debt load relative to assets than 31% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

37th percentile

0.09x

Higher debt load relative to revenue than 37% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

94th percentile

67%

Higher net margin than 94% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

89th percentile

40%

Faster asset growth than 89% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

73rd percentile

23%

Faster revenue growth than 73% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$8,665,728

Up $2,472,502 (+40%) from 2023

Liabilities

Up

$294,852

Up $10,938 (+3.9%) from 2023

Net Assets

Up

$8,370,876

Up $2,461,564 (+42%) from 2023

Operations
Liabilities / Revenue37th percentileNet Margin94th percentile

Revenue

Up

$3,401,497

Up $632,120 (+23%) from 2023

Expenses

Up

$1,115,281

Up $34,501 (+3.2%) from 2023

Net Income

Up

$2,286,216

Up $597,619 (+35%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth89th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2010: $804,083Liabilities 2010: $6,289Net Assets 2010: $797,7942010Assets 2011: $919,730Liabilities 2011: $8,406Net Assets 2011: $911,3242011Assets 2012: $850,683Liabilities 2012: $1,434Net Assets 2012: $849,2492012Assets 2013: $959,592Liabilities 2013: $344Net Assets 2013: $959,2482013Assets 2014: $1,111,677Liabilities 2014: $341Net Assets 2014: $1,111,3362014Assets 2015: $1,260,808Liabilities 2015: $3,000Net Assets 2015: $1,257,8082015Assets 2016: $1,385,262Liabilities 2016: $10,317Net Assets 2016: $1,374,9452016Assets 2017: $1,636,567Liabilities 2017: $238,192Net Assets 2017: $1,398,3752017Assets 2018: $1,592,742Liabilities 2018: $278,818Net Assets 2018: $1,313,9242018Assets 2019: $1,555,217Liabilities 2019: $278,254Net Assets 2019: $1,276,9632019Assets 2020: $1,996,293Liabilities 2020: $290,336Net Assets 2020: $1,705,9572020Assets 2021: $3,131,770Liabilities 2021: $249,595Net Assets 2021: $2,882,1752021Assets 2022: $4,235,619Liabilities 2022: $242,217Net Assets 2022: $3,993,4022022Assets 2023: $6,193,226Liabilities 2023: $283,914Net Assets 2023: $5,909,3122023Assets 2024: $8,665,728Liabilities 2024: $294,852Net Assets 2024: $8,370,8762024

Highlighted filing

2024

Assets$8,665,728
Liabilities$294,852
Net Assets$8,370,876
Open 2024 Filing

Operations Trend

Revenue Growth73rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $680,4182010Revenue 2011: $739,160Expenses 2011: $625,630Net Income 2011: $113,5302011Expenses 2012: $821,3122012Revenue 2013: $681,996Expenses 2013: $571,997Net Income 2013: $109,9992013Revenue 2014: $747,372Expenses 2014: $595,284Net Income 2014: $152,0882014Revenue 2015: $769,926Expenses 2015: $623,454Net Income 2015: $146,4722015Revenue 2016: $731,621Expenses 2016: $614,484Net Income 2016: $117,1372016Revenue 2017: $754,811Expenses 2017: $731,381Net Income 2017: $23,4302017Revenue 2018: $787,277Expenses 2018: $871,728Net Income 2018: -$84,4512018Revenue 2019: $1,004,664Expenses 2019: $1,041,625Net Income 2019: -$36,9612019Revenue 2020: $1,282,577Expenses 2020: $853,583Net Income 2020: $428,9942020Revenue 2021: $2,158,226Expenses 2021: $824,927Net Income 2021: $1,333,2992021Revenue 2022: $2,518,132Expenses 2022: $934,918Net Income 2022: $1,583,2142022Revenue 2023: $2,769,377Expenses 2023: $1,080,780Net Income 2023: $1,688,5972023Revenue 2024: $3,401,497Expenses 2024: $1,115,281Net Income 2024: $2,286,2162024

Highlighted filing

2024

Revenue$3,401,497
Expenses$1,115,281
Net Income$2,286,216
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$8,665,728
Liabilities
$294,852
Net assets
$8,370,876
Revenue
$3,401,497
Expenses
$1,115,281
Net income
$2,286,216
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.67$0.29$8.37$3.40$1.12$2.29
2023Detailed filing. Detailed filing data is available for this year.$6.19$0.28$5.91$2.77$1.08$1.69
2022Detailed filing. Detailed filing data is available for this year.$4.24$0.24$3.99$2.52$0.93$1.58
2021Detailed filing. Detailed filing data is available for this year.$3.13$0.25$2.88$2.16$0.82$1.33
2020Detailed filing. Detailed filing data is available for this year.$2.00$0.29$1.71$1.28$0.85$0.43
2019Detailed filing. Detailed filing data is available for this year.$1.56$0.28$1.28$1.00$1.04$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.59$0.28$1.31$0.79$0.87$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.64$0.24$1.40$0.75$0.73$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.39$0.01$1.37$0.73$0.61$0.12
2015Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.77$0.62$0.15
2014Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.75$0.60$0.15
2013Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.68$0.57$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.00$0.85$0.82
2011Summary only. Only limited summary data is available for this year.$0.92$0.01$0.91$0.74$0.63$0.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.01$0.80$0.68
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 27, 2025
Return Version
2024v5.2
Gross Receipts
$5,939,036
Mission and Program Overview

Mission

The coordination of training and educational assistance for apprentices and journeymen sheet metal workers.

Training and educational assistance for apprentices and journeymen sheet metal workers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,756,155$7,186,900▲ $2,430,745
Accounts Receivable$439,303$552,697▲ $113,394
Savings and Temporary Cash Investments$574,170$496,721▼ $77,449
Cash and Non-Interest-Bearing Accounts$370,249$375,656▲ $5,407
Land, Buildings, and Equipment, Net$30,014$21,335▼ $8,679
Prepaid Expenses and Deferred Charges$2,586$2,387▼ $199
Total Assets$6,193,226$8,665,728▲ $2,472,502
Other Assets Total$20,749$30,032▲ $9,283
Liabilities
Accounts Payable and Accrued Expenses$259,617$259,038▼ $579
Other Liabilities$24,297$35,814▲ $11,517
Total Liabilities$283,914$294,852▲ $10,938
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,909,312$8,370,876▲ $2,461,564
Total Net Assets Fund Balance$5,909,312$8,370,876▲ $2,461,564
Total Liabilities and Net Assets / Fund Balance$6,193,226$8,665,728▲ $2,472,502

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$7,256$113,000$120,256
Other Land Buildings$14,079$28,158$42,237
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Josh FrehnerCoordinatorFT$135,814$58,936$194,750

Board Members and Trustees

NameTitle
Kenneth Groeschel JrCo-chairman
Steuart WilsonCo-chairman
Brad KalcicTrustee
Doug WeisTrustee
Jack SchirpkeTrustee
Jacob OlsonTrustee
Matthew LiningerTrustee
Michael ThomasTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,126,200
Investment Income
$275,297
Other Revenue
$0
Change in Net Assets
$2,286,216

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,396,372
Revenue Not Reported on Financial Statements
$5,125
Revenue Not Reported on Form 990
$175,348
Total Revenue per Audited Statements
$3,571,720
Total Revenue per Form 990
$3,401,497
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$686,849
Salaries, Compensation, and Employee Benefits$428,432
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$246,701$69,356-$316,057
Fees for Services Legal-$78,345-$78,345
Other Employee Benefits$25,805$20,410-$46,215
Pension Plan Contributions$33,131$11,562-$44,693
Fees for Services Other-$42,467-$42,467
Conferences and Meetings-$29,668-$29,668
Payroll Taxes$16,756$4,711-$21,467
All Other Expenses$17,148$3,777-$20,925
Insurance-$11,982-$11,982
Information Technology-$11,382-$11,382
Depreciation Depletion$11,327--$11,327
Other Expenses$166,704$11,042-$11,042
Office Expenses-$10,643-$10,643
Occupancy-$10,513-$10,513
Advertising-$5,750-$5,750
Fees for Service Investment Mgmnt Fees-$5,125-$5,125
Travel$1,283--$1,283
Total Functional Expenses$726,561$388,720$0$1,115,281

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,115,281
Expenses per Audited Statements$1,110,156
Total Expenses per Audited Statements$1,110,156
Expenses Not Reported on Financial Statements$5,125
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
Lease Liability$29,999
Due to Related Fund$5,815
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
No
Other officer compensation reviewed
No
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 was provided to the trustees via mail or other means for their review prior to filing.”

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

“It is the policy of the board that the existence of any conflict of interest shall be disclosed before any transaction is consummated. It shall be the continuing responsibility of the board, officers, and management employees to scrutinize their transactions and outside business interests and relationships for potential conflicts and to immediately make such disclosures. There is an annual review of any potential conflicts of interest.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy, and financial statements are available upon request at the organization's headquarters.”

Filing and Contact Details

Filer

Filer Name
Milwaukee Area Sheet Metal Journeymen
EIN
39-6256792
Phone
2627179567
Address
2201 SPRINGDALE RD, WAUKESHA, WI 53186

Signing Officer

Name
Steuart Wilson
Title
Co-chairman
Phone
2627179567
Signed
2025-10-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steuart Wilson
Formed
1975
Legal Domicile
Wi
Voting Board Members
8
Independent Board Members
8
Employees
10
Volunteers
10

Preparer

Firm
Sikich LLC
Address
17335 GOLF PARKWAY SUITE 500, BROOKFIELD, WI 53045
Preparer
Bridgette Mugge
Phone
2627549400
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Under a determination letter dated september 8, 1975, the internal revenue service ("irs") has ruled that the fund qualifies as a tax-exempt, publicly supported organization under section 501(c)(3) of the internal revenue code and is, therefore, not subject to tax under present income tax laws. The fund is also exempt from wisconsin income tax and, therefore, has made no provision for income taxes. The fund qualifies for the charitable contribution deduction under section 170(b)(1)(a) and has been classified as an organization that is not a private foundation under section 509(a)(2). On may 2, 2024, the irs approved the fund's reclassification from a public charity described in section irc 509(a)(2) to a public charity described in sections 509(a)(1) and 170(b)(1)(a)(ii). U.s. Gaap requires fund management 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 irs. The fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 451 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.

Path#Value
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IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE COORDINATION OF TRAINING AND EDUCATIONAL ASSISTANCE FOR APPRENTICES AND JOURNEYMEN SHEET METAL WORKERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05909312
IRS990/NetAssetsOrFundBalancesEOYAmt08370876
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt024774
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt024774
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0175348
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05909312
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt08370876
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt010513
IRS990/OccupancyGrp/TotalAmt010513
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt010643
IRS990/OfficeExpensesGrp/TotalAmt010643
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt020749
IRS990/OtherAssetsTotalGrp/EOYAmt030032
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt020410
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt025805
IRS990/OtherEmployeeBenefitsGrp/TotalAmt046215
IRS990/OtherExpensesGrp/Desc0TUITION REIMBURSEMENTS
IRS990/OtherExpensesGrp/Desc1CONTRACTOR REIMBURSEMEN
IRS990/OtherExpensesGrp/Desc2ADMINISTRATIVE FEES
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt061987
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt111042
IRS990/OtherExpensesGrp/ProgramServicesAmt0207706
IRS990/OtherExpensesGrp/ProgramServicesAmt1166704
IRS990/OtherExpensesGrp/TotalAmt0207706
IRS990/OtherExpensesGrp/TotalAmt1166704
IRS990/OtherExpensesGrp/TotalAmt261987
IRS990/OtherExpensesGrp/TotalAmt311042
IRS990/OtherLiabilitiesGrp/BOYAmt024297
IRS990/OtherLiabilitiesGrp/EOYAmt035814
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt069356
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0246701
IRS990/OtherSalariesAndWagesGrp/TotalAmt0316057
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04711
IRS990/PayrollTaxesGrp/ProgramServicesAmt016756
IRS990/PayrollTaxesGrp/TotalAmt021467
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt011562
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt033131
IRS990/PensionPlanContributionsGrp/TotalAmt044693
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02586
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02387
IRS990/PrincipalOfficerNm0STEUART WILSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1OTHER REIMBURSEMENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03117249
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt18951
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03117249
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt18951
IRS990/ProgSrvcAccomActy2Grp/Desc0APPRENTICE SCHOOLING COST REIMBURSEMENTS TO ELIGIBLE CONTRIBUTING EMPLOYERS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0207706
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt08951
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0215487
IRS990/PYOtherExpensesAmt0695468
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02553890
IRS990/PYRevenuesLessExpensesAmt01688597
IRS990/PYSalariesCompEmpBnftPaidAmt0385312
IRS990/PYTotalExpensesAmt01080780
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02769377
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02286216
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03117249
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0574170
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0496721
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt07256
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0113000
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0120256
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt05125
IRS990ScheduleD/ExpensesSubtotalAmt01110156
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt05125
IRS990ScheduleD/InvestmentExpensesNotIncldAmt05125
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0175348
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt014079
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt028158
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt042237
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05815
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt129999
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED FUND
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1LEASE LIABILITY
IRS990ScheduleD/RevenueNotReportedAmt0175348
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt05125
IRS990ScheduleD/RevenueSubtotalAmt03396372
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0UNDER A DETERMINATION LETTER DATED SEPTEMBER 8, 1975, THE INTERNAL REVENUE SERVICE ("IRS") HAS RULED THAT THE FUND QUALIFIES AS A TAX-EXEMPT, PUBLICLY SUPPORTED ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS, THEREFORE, NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. THE FUND IS ALSO EXEMPT FROM WISCONSIN INCOME TAX AND, THEREFORE, HAS MADE NO PROVISION FOR INCOME TAXES. THE FUND QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). ON MAY 2, 2024, THE IRS APPROVED THE FUND'S RECLASSIFICATION FROM A PUBLIC CHARITY DESCRIBED IN SECTION IRC 509(A)(2) TO A PUBLIC CHARITY DESCRIBED IN SECTIONS 509(A)(1) AND 170(B)(1)(A)(II). U.S. GAAP REQUIRES FUND MANAGEMENT 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 IRS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt021335
IRS990ScheduleD/TotalExpensesPerForm990Amt01115281
IRS990ScheduleD/TotalLiabilityAmt035814
IRS990ScheduleD/TotalRevenuePerForm990Amt03401497
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03571720
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01110156
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/ExplanationTxt0THE FUND HAS PROVIDED ITS NONDISCRIMINATION POLICY DURING REGISTRATION AND HAS POSTED THE POLICY TO THE FUND'S INTERNET HOMEPAGE.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0135814
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt033131
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt025805
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JOSH FREHNER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0COORDINATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0194750
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WAS PROVIDED TO THE TRUSTEES VIA MAIL OR OTHER MEANS FOR THEIR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IT IS THE POLICY OF THE BOARD THAT THE EXISTENCE OF ANY CONFLICT OF INTEREST SHALL BE DISCLOSED BEFORE ANY TRANSACTION IS CONSUMMATED. IT SHALL BE THE CONTINUING RESPONSIBILITY OF THE BOARD, OFFICERS, AND MANAGEMENT EMPLOYEES TO SCRUTINIZE THEIR TRANSACTIONS AND OUTSIDE BUSINESS INTERESTS AND RELATIONSHIPS FOR POTENTIAL CONFLICTS AND TO IMMEDIATELY MAKE SUCH DISCLOSURES. THERE IS AN ANNUAL REVIEW OF ANY POTENTIAL CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S HEADQUARTERS.
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 C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06193226
IRS990/TotalAssetsEOYAmt08665728
IRS990/TotalAssetsGrp/BOYAmt06193226
IRS990/TotalAssetsGrp/EOYAmt08665728
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt010
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0388720
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0726561
IRS990/TotalFunctionalExpensesGrp/TotalAmt01115281
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0283914
IRS990/TotalLiabilitiesEOYAmt0294852
IRS990/TotalLiabilitiesGrp/BOYAmt0283914
IRS990/TotalLiabilitiesGrp/EOYAmt0294852
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05909312
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08370876
IRS990/TotalOtherCompensationAmt058936
IRS990/TotalProgramServiceExpensesAmt0726561
IRS990/TotalProgramServiceRevenueAmt03126200
IRS990/TotalReportableCompFromOrgAmt0135814
IRS990/TotalRevenueGrp/ExclusionAmt0275297

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