Civic Intelligence

St. Paul Pipefitters Joint Journeymen & Apprentice Training T

990 • Fiscal year 2018 • EIN 41-0909669

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 30, 2019

Organization ProfileWWW.LOCAL455JATC.COM
1301 Lorient StreetSt Paul, MN 55117

(651) 455-5282

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.42x

Higher debt load relative to assets than 72% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

84th percentile

1.21x

Higher debt load relative to revenue than 84% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

84th percentile

32%

Higher net margin than 84% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

80th percentile

$219,790

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 7.0% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

45th percentile

0.5%

Faster asset growth than 45% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

71st percentile

15%

Faster revenue growth than 71% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$9,159,353

Up $42,679 (+0.5%) from 2017

Net Assets

Up

$5,337,313

Up $880,747 (+20%) from 2017

Liabilities

Down

$3,822,040

Down $838,068 (-18%) from 2017

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin84th percentile

Revenue

Up

$3,155,925

Up $401,286 (+15%) from 2017

Expenses

Up

$2,141,859

Up $135,938 (+6.8%) from 2017

Net Income

Up

$1,014,066

Up $265,348 (+35%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$15M$10M$5.0M$0Assets 2010: $1,689,644Liabilities 2010: $2,832Net Assets 2010: $1,686,8122010Assets 2011: $1,939,890Liabilities 2011: $1,431Net Assets 2011: $1,938,4592011Assets 2012: $2,049,010Liabilities 2012: $3,300Net Assets 2012: $2,045,7102012Assets 2013: $2,097,674Liabilities 2013: $2,022Net Assets 2013: $2,095,6522013Assets 2014: $2,328,429Liabilities 2014: $1,248Net Assets 2014: $2,327,1812014Assets 2015: $9,270,447Liabilities 2015: $6,397,223Net Assets 2015: $2,873,2242015Assets 2016: $9,249,254Liabilities 2016: $5,408,817Net Assets 2016: $3,840,4372016Assets 2017: $9,116,674Liabilities 2017: $4,660,108Net Assets 2017: $4,456,5662017Assets 2018: $9,159,353Liabilities 2018: $3,822,040Net Assets 2018: $5,337,3132018Assets 2019: $9,457,653Liabilities 2019: $2,999,491Net Assets 2019: $6,458,1622019Assets 2020: $9,406,650Liabilities 2020: $2,084,065Net Assets 2020: $7,322,5852020Assets 2021: $8,422,962Liabilities 2021: $15,250Net Assets 2021: $8,407,7122021Assets 2022: $9,396,479Liabilities 2022: $2,811Net Assets 2022: $9,393,6682022Assets 2023: $10,549,545Liabilities 2023: $2,627Net Assets 2023: $10,546,9182023Assets 2024: $11,581,865Liabilities 2024: $2,104Net Assets 2024: $11,579,7612024

Highlighted filing

2018

Assets$9,159,353
Liabilities$3,822,040
Net Assets$5,337,313
Open 2018 Filing

Operations Trend

Revenue Growth71st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Expenses 2010: $752,2212010Expenses 2011: $743,3142011Expenses 2012: $783,8242012Revenue 2013: $1,251,967Expenses 2013: $1,201,407Net Income 2013: $50,5602013Revenue 2014: $1,540,142Expenses 2014: $1,309,189Net Income 2014: $230,9532014Revenue 2015: $2,838,306Expenses 2015: $2,244,826Net Income 2015: $593,4802015Revenue 2016: $3,414,675Expenses 2016: $2,312,522Net Income 2016: $1,102,1532016Revenue 2017: $2,754,639Expenses 2017: $2,005,921Net Income 2017: $748,7182017Revenue 2018: $3,155,925Expenses 2018: $2,141,859Net Income 2018: $1,014,0662018Revenue 2019: $3,586,001Expenses 2019: $2,335,957Net Income 2019: $1,250,0442019Revenue 2020: $3,020,541Expenses 2020: $1,909,040Net Income 2020: $1,111,5012020Revenue 2021: $2,962,555Expenses 2021: $1,564,721Net Income 2021: $1,397,8342021Revenue 2022: $2,819,336Expenses 2022: $1,516,229Net Income 2022: $1,303,1072022Revenue 2023: $3,293,564Expenses 2023: $1,830,180Net Income 2023: $1,463,3842023Revenue 2024: $3,718,662Expenses 2024: $2,477,956Net Income 2024: $1,240,7062024

Highlighted filing

2018

Revenue$3,155,925
Expenses$2,141,859
Net Income$1,014,066
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 30, 2019
Return Version
2018v3.1
Gross Receipts
$3,155,925
Mission and Program Overview

Mission

Apprentice educational benefits associated with its six year schooling and apprenticeship program for various pipefitter trades.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,456,566$5,337,313▲ $880,747
Savings and Temporary Cash Investments$1,874,145$1,521,463▼ $352,682
Investments Other Securities$0$698,896▲ $698,896
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$9,116,674$9,159,353▲ $42,679
Other Assets Total$7,242,529$6,938,994▼ $303,535
Liabilities
Mortgage Notes Payable Secured by Investment Property$4,594,643$3,776,996▼ $817,647
Deferred Revenue$64,640$44,091▼ $20,549
Accounts Payable and Accrued Expenses$825$953▲ $128
Total Liabilities$4,660,108$3,822,040▼ $838,068
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,456,566$5,337,313▲ $880,747
Total Liabilities and Net Assets / Fund Balance$9,116,674$9,159,353▲ $42,679

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$6,938,994--
Other Securities$698,896--
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William LombardCoordinator/secretaryFT$120,527$99,263$219,790
Michael HaddCommittee Member-$17,563-$17,563
Joseph PalewiczChair-$9,052-$9,052
James SloanCommittee Member-$5,258-$5,258
Christi DickCommittee Member-$2,284-$2,284

Board Members and Trustees

NameTitle
Peter JordanCo-chair
Matthew MarquisAlternate
Richard MaglerAlternate
Ryan HoenAlternate
Scott SeathAlternate
Steve PettersenAlternate
Tony PooleAlternate
Bruce PylkasCommittee Member
Lori BauerCommittee Member
Mark SlagleCommittee Member
Revenue and Support

Revenue Composition

Contributions and Grants
$35,167
Program Service Revenue
$3,115,315
Investment Income
$5,443
Other Revenue
$0
All Other Contributions
$28,167
Change in Net Assets
$1,014,066

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,014,464
Revenue Not Reported on Financial Statements
$141,461
Revenue Not Reported on Form 990
$-1,109
Other Revenue Adjustments
$141,461
Total Revenue per Audited Statements
$3,013,355
Total Revenue per Form 990
$3,155,925
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,091,487
Salaries, Compensation, and Employee Benefits$1,050,372
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$503,621$148,981-$652,602
Occupancy$247,980$42,230-$290,210
Current Officers, Directors, Trustees, and Key Employees-$231,160-$231,160
Depreciation Depletion$184,437$3,764-$188,201
Interest$182,682$3,728-$186,410
Office Expenses$56,680$13,691-$70,371
Payroll Taxes$48,112$19,878-$67,990
Pension Plan Contributions-$59,532-$59,532
Other Employee Benefits-$39,088-$39,088
All Other Expenses$25,017$9,828-$34,845
Fees for Services Accounting-$33,485-$33,485
Travel$31,832--$31,832
Other Expenses$21,234$2,424-$21,234
Fees for Services Legal-$16,923-$16,923
Insurance-$13,938-$13,938
Advertising-$3,453-$3,453
Conferences and Meetings-$660-$660
Total Functional Expenses$1,499,096$642,763$0$2,141,859

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,141,859
Total Expenses per Audited Statements$2,132,608
Expenses per Audited Statements$1,829,072
Expenses Not Reported on Financial Statements$312,787
Other Expense Adjustments$312,787
Expenses Not Reported on Form 990$303,536
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 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
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 A, Line 7A

“The board is made up of four union and four contractor representatives. These representatives are appointed by the local union 455 and the minnesota mechanical contractors association respectively.”

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

“The organization does not have any committees with the authority to act on behalf of the governing body.”

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

“The form 990 is reviewed by the board of trustees prior to filing.”

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

“At the first meeting of the board of trustees held each year, a copy of the conflict of interest policy is distributed to the trustees. In addition, a disclosure statement is distributed to each trustee. The disclosure statement has been prepared in compliance with the conflict of interest policy. Any conflicts that are disclosed are reviewed by the fund co-chairs. Following full disclosure of a possible conflict of interest or any condition listed in the policy, the board of directors determine whether a conflict of interest exists and, if so the board votes to authorize or reject the transaction or take any other action deemed necessary to address the conflict and protect the st. Paul pipefitters joint journeymen and apprentice training trust fund's best interests.”

Form 990, Part VI, Section B, Line 15A

“Compensation for the coordinator is reviewed by the board of trustees annually and is determined in accordance with a written compensation agreement. The most recent agreement was effective in january 2017.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available to the members upon request.”

Filing and Contact Details

Filer

Filer Name
St Paul Pipefitters Joint Journeymen
EIN
41-0909669
Phone
6514555282
Address
1301 LORIENT STREET, ST PAUL, MN 55117

Signing Officer

Name
Joe Palewicz
Title
Chairman
Phone
6514555282
Signed
2019-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joe Palewicz
Formed
1968
Legal Domicile
Mn
Voting Board Members
8
Independent Board Members
4
Employees
96
Volunteers
4

Preparer

Firm
Cliftonlarsonallen Llp
Address
220 SOUTH SIXTH STREET SUITE 300, MINNEAPOLIS, MN 55402
Preparer
Doug Bertossi
Phone
6123764500
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Grantor trust book to tax difference -132,210.”

Financial Statement Notes

PART X, LINE 2:

“The trust established under the fund to hold the fund's assets is qualified pursuant to section 501(c)(3) of the internal revenue code (irc). The fund obtained its latest exemption letter april 9, 1968, in which the internal revenue service (irs) stated that the fund, as then designed, was in compliance with the applicable requirements of the irc. However, as a result of the fund's operations, from time to time the trust may be subject to income taxes. No federal or state income taxes have been recorded in 2018 and 2017 for unrelated business taxable income. In addition, the fund and trust are required to operate in conformity with the irc to maintain the tax-exempt status of the fund. The fund's trustees believe that the trust is currently designed and being operated in compliance with the applicable requirements of the irc and, therefore, believes the related trust is tax-exempt. Accounting principles generally accepted in the united states of america require 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.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Grantor trust book to tax differences”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Grantor trust book to tax differences”

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IRS990/Form990PartVIISectionAGrp/TitleTxt14COORDINATOR/SECRETARY
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IRS990/InfoInScheduleOPartXIInd0X
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IRS990/LocalChaptersInd00
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IRS990/MembersOrStockholdersInd00
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IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0APPRENTICE EDUCATIONAL BENEFITS ASSOCIATED WITH ITS SIX YEAR SCHOOLING AND APPRENTICESHIP PROGRAM FOR VARIOUS PIPEFITTER TRADES.
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IRS990/MoreThan5000KToOrgInd00
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IRS990/NondeductibleContributionsInd00
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IRS990/OccupancyGrp/TotalAmt0290210
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt039088
IRS990/OtherExpensesGrp/Desc0WELDING SUPPLIES EXPENS
IRS990/OtherExpensesGrp/Desc1OTHER CAPITAL EXPENSES
IRS990/OtherExpensesGrp/Desc2COMPUTER EQUIPMENT EXPE
IRS990/OtherExpensesGrp/Desc3BOOK PURCHASE EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02424
IRS990/OtherExpensesGrp/ProgramServicesAmt085337
IRS990/OtherExpensesGrp/ProgramServicesAmt172090
IRS990/OtherExpensesGrp/ProgramServicesAmt240074
IRS990/OtherExpensesGrp/ProgramServicesAmt321234
IRS990/OtherExpensesGrp/TotalAmt085337
IRS990/OtherExpensesGrp/TotalAmt172090
IRS990/OtherExpensesGrp/TotalAmt242498
IRS990/OtherExpensesGrp/TotalAmt321234
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0148981
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0503621
IRS990/OtherSalariesAndWagesGrp/TotalAmt0652602
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt019878
IRS990/PayrollTaxesGrp/ProgramServicesAmt048112
IRS990/PayrollTaxesGrp/TotalAmt067990
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt059532
IRS990/PensionPlanContributionsGrp/TotalAmt059532
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JOE PALEWICZ
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/BusinessCd2525100
IRS990/ProgramServiceRevenueGrp/BusinessCd3525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1TUITION AND BOOKS
IRS990/ProgramServiceRevenueGrp/Desc2RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/Desc3OTHER INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02548663
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1422316
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2141461
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt32875
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02548663
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1422316
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2141461
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt32875
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt025670
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt03631
IRS990/PYOtherExpensesAmt01023933
IRS990/PYOtherRevenueAmt017983
IRS990/PYProgramServiceRevenueAmt02707355
IRS990/PYRevenuesLessExpensesAmt0748718
IRS990/PYSalariesCompEmpBnftPaidAmt0981988
IRS990/PYTotalExpensesAmt02005921
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02754639
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01014066
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03115315
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt04456566
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt05337313
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01874145
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01521463
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02583830
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02235339
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02890733
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02433667
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01530466
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt011674035
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05443
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03631
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02878
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01010
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03926
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt016888
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0566652
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0515669
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0521064
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0403629
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt05750
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02012764
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05443
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03631
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02878
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03926
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt016888
IRS990ScheduleA/InvestmentIncomeCYPct00.00120
IRS990ScheduleA/InvestmentIncomePYPct00.00150
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96770
IRS990ScheduleA/PublicSupportPY509Pct00.96900
IRS990ScheduleA/PublicSupportTotal509Amt013260764
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt078343
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt083930
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0125725
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0138037
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0426035
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt078343
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IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt0125725
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt0138037
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0426035
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03411797
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02837296
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01536216
IRS990ScheduleA/Total509Grp/TotalAmt013686799
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03414675
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02838306
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01540142
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt013703687
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
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IRS990/ScheduleBRequiredInd01
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IRS990ScheduleD/ExpensesSubtotalAmt01829072
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LossesReportedAmt0303536
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-1109
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt06938994
IRS990ScheduleD/OtherAssetsOrgGrp/Desc01301 LORIENT STREET TRUST
IRS990ScheduleD/OtherExpensesNotIncludedAmt0312787

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,159,353
Liabilities
$3,822,040
Net assets
$5,337,313
Revenue
$3,155,925
Expenses
$2,141,859
Net income
$1,014,066
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.6$0.00$11.6$3.72$2.48$1.24
2023Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$3.29$1.83$1.46
2022Detailed filing. Detailed filing data is available for this year.$9.40$0.00$9.39$2.82$1.52$1.30
2021Detailed filing. Detailed filing data is available for this year.$8.42$0.02$8.41$2.96$1.56$1.40
2020Detailed filing. Detailed filing data is available for this year.$9.41$2.08$7.32$3.02$1.91$1.11
2019Detailed filing. Detailed filing data is available for this year.$9.46$3.00$6.46$3.59$2.34$1.25
2018Detailed filing. Detailed filing data is available for this year.$9.16$3.82$5.34$3.16$2.14$1.01
2017Detailed filing. Detailed filing data is available for this year.$9.12$4.66$4.46$2.75$2.01$0.75
2016Detailed filing. Detailed filing data is available for this year.$9.25$5.41$3.84$3.41$2.31$1.10
2015Detailed filing. Detailed filing data is available for this year.$9.27$6.40$2.87$2.84$2.24$0.59
2014Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$1.54$1.31$0.23
2013Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$1.25$1.20$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.05$0.00$2.05$0.78
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.94$0.00$1.94$0.74
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.69$0.00$1.69$0.75