Civic Intelligence

St. Paul Pipefitters Joint Journeymen & Apprentice Training T

990 • Fiscal year 2012 • EIN 41-0909669

Jan 01, 2012 to Dec 31, 2012 • Filed on Mar 19, 2013

Organization ProfileWWW.LOCAL455JATC.COM
235 Marshall Avenue55102
Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

65th percentile

5.6%

Faster asset growth than 65% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$2,049,010

Up $109,120 (+5.6%) from 2011

Net Assets

Up

$2,045,710

Up $107,251 (+5.5%) from 2011

Liabilities

Up

$3,300

Up $1,869 (+131%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$783,824

Up $40,510 (+5.4%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2012

Assets$2,049,010
Liabilities$3,300
Net Assets$2,045,710
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2012

Revenue-
Expenses$783,824
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Mar 19, 2013
Return Version
2012v2.1
Gross Receipts
$890,403
Mission and Program Overview

Mission

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

Filing and Contact Details

Filer

EIN
41-0909669
Raw XML AppendixShowing 400 of 464 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
IRS990/AccountantCompileOrReview00
IRS990/AccountsPayableAccruedExpenses/BOY01431
IRS990/AccountsPayableAccruedExpenses/EOY03300
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0APPRENTICE EDUCATIONAL BENEFITS ASSOCIATED WITH ITS 6 YEAR SCHOOLING AND APPRENTICESHIP PROGRAM FOR VARIOUS PIPEFITTER TRADES.
IRS990/AddressPrincipalOfficerUS/AddressLine10235 MARSHALL AVENUE
IRS990/AddressPrincipalOfficerUS/City0ST PAUL
IRS990/AddressPrincipalOfficerUS/State0MN
IRS990/AddressPrincipalOfficerUS/ZIPCode055102
IRS990/Advertising/ManagementAndGeneral08069
IRS990/Advertising/Total08069
IRS990/AllOtherExpenses/ManagementAndGeneral011043
IRS990/AllOtherExpenses/ProgramServices05549
IRS990/AllOtherExpenses/Total016592
IRS990/AnnualDisclosureCoveredPersons01
IRS990/AuditCommittee01
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsPaidToMembersPriorYear00
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/CapStckTrstPrinCurrentFunds/BOY00
IRS990/CapStckTrstPrinCurrentFunds/EOY00
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompCurrentOfficersDirectors/ProgramServices0205133
IRS990/CompCurrentOfficersDirectors/Total0205133
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO01
IRS990/CompensationProcessOther00
IRS990/ConferencesMeetings/ProgramServices08936
IRS990/ConferencesMeetings/Total08936
IRS990/ConflictOfInterestPolicy01
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt00
IRS990/ContributionsGrantsCurrentYear00
IRS990/ContributionsGrantsPriorYear00
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties00
IRS990/DescribedIn501C301
IRS990/Description0APPRENTICE EDUCATIONAL BENEFITS ASSOCIATED WITH ITS 6 YEAR SCHOOLING AND APPRENTICESHIP PROGRAM FOR VARIOUS PIPEFITTER TRADES.
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy01
IRS990/DonorAdvisedFunds00
IRS990/DoNotFollowSFAS1170X
IRS990/ElectionOfBoardMembers00
IRS990/EmploymentTaxReturnsFiled01
IRS990/ExcessBenefitTransaction00
IRS990/Expense0640033
IRS990/FamilyOrBusinessRelationship00
IRS990/FederalGrantAuditRequired00
IRS990/FeesForServicesAccounting/ManagementAndGeneral022138
IRS990/FeesForServicesAccounting/Total022138
IRS990/FeesForServicesOther/ManagementAndGeneral0198
IRS990/FeesForServicesOther/Total0198
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form8282PropertyDisposedOf00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek01.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek11.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek21.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek31.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek41.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek55.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek61.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek71.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek85.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek91.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek101.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek1145.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector6X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector7X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector8X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector9X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector10X
IRS990/Form990PartVIISectionA/NamePerson0GRANT BERQUAL
IRS990/Form990PartVIISectionA/NamePerson1MICHAEL HADD
IRS990/Form990PartVIISectionA/NamePerson2MARY PICOTTE
IRS990/Form990PartVIISectionA/NamePerson3PETER JORDAN
IRS990/Form990PartVIISectionA/NamePerson4DONNA KUSSKE-THORKELSON
IRS990/Form990PartVIISectionA/NamePerson5STEVE PETTERSEN
IRS990/Form990PartVIISectionA/NamePerson6THOMAS FINK
IRS990/Form990PartVIISectionA/NamePerson7MARK SLAGLE
IRS990/Form990PartVIISectionA/NamePerson8GARY ERLANDER
IRS990/Form990PartVIISectionA/NamePerson9BRUCE PYLKAS
IRS990/Form990PartVIISectionA/NamePerson10LORI BAUER
IRS990/Form990PartVIISectionA/NamePerson11WILLIAM LOMBARD
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/Officer2X
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/OtherCompensation60
IRS990/Form990PartVIISectionA/OtherCompensation70
IRS990/Form990PartVIISectionA/OtherCompensation80
IRS990/Form990PartVIISectionA/OtherCompensation90
IRS990/Form990PartVIISectionA/OtherCompensation100
IRS990/Form990PartVIISectionA/OtherCompensation1185100
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization04924
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization16192
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization24942
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization62675
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization70
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization80
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization90
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization100
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization11101300
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs70
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs80
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs90
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs100
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs110
IRS990/Form990PartVIISectionA/Title0COMMITTEE MEMBER
IRS990/Form990PartVIISectionA/Title1COMMITTEE MEMBER
IRS990/Form990PartVIISectionA/Title2COMMITTEE MEMBER
IRS990/Form990PartVIISectionA/Title3COMMITTEE MEMBER
IRS990/Form990PartVIISectionA/Title4COMMITTEE MEMBER
IRS990/Form990PartVIISectionA/Title5ALTERNATE
IRS990/Form990PartVIISectionA/Title6CO-CHAIR
IRS990/Form990PartVIISectionA/Title7CHAIR
IRS990/Form990PartVIISectionA/Title8ALTERNATE
IRS990/Form990PartVIISectionA/Title9COMMITTEE MEMBER
IRS990/Form990PartVIISectionA/Title10COMMITTEE MEMBER
IRS990/Form990PartVIISectionA/Title11COORDINATOR/SECRETARY
IRS990/Form990ProvidedToGoverningBody01
IRS990/FormersListed00
IRS990/FSAudited01
IRS990/FSAuditedBasis/FinancialStatementSeparate0X
IRS990/FundraisingActivities00
IRS990/FundsToPayPremiums00
IRS990/Gaming00
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsAndSimilarAmntsPriorYear00
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations00
IRS990/GrantToRelatedPerson00
IRS990/GrossReceipts0890403
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt01
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartVI0X
IRS990/Insurance/ManagementAndGeneral012727
IRS990/Insurance/Total012727
IRS990/InvestmentIncomeCurrentYear05160
IRS990/InvestmentIncome/ExclusionAmount05160
IRS990/InvestmentIncomePriorYear05134
IRS990/InvestmentIncome/TotalRevenueColumn05160
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsOtherSecurities/BOY0808525
IRS990/InvestmentsOtherSecurities/EOY01644192
IRS990/LoanToOfficerOrDQP00
IRS990/LobbyingActivities00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders00
IRS990/MethodOfAccountingCash0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0APPRENTICE EDUCATIONAL BENEFITS ASSOCIATED WITH ITS 6 YEAR SCHOOLING AND APPRENTICESHIP PROGRAM FOR VARIOUS PIPEFITTER TRADES.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0MARK SLAGLE
IRS990/NbrIndependentVotingMembers08
IRS990/NbrVotingGoverningBodyMembers08
IRS990/NbrVotingMembersGoverningBody08
IRS990/NetAssetsOrFundBalancesBOY01938459
IRS990/NetAssetsOrFundBalancesEOY02045710
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers08
IRS990/NumberIndividualsGT100K01
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees064
IRS990/NumberW2GIncluded00
IRS990/Occupancy/ProgramServices02967
IRS990/Occupancy/Total02967
IRS990/OfficeExpenses/ManagementAndGeneral08304
IRS990/OfficeExpenses/ProgramServices020780
IRS990/OfficeExpenses/Total029084
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c30X
IRS990/OtherEmployeeBenefits/ManagementAndGeneral012449
IRS990/OtherEmployeeBenefits/Total012449
IRS990/OtherExpensePriorYear0236904
IRS990/OtherExpensesCurrentYear0234294
IRS990/OtherExpenses/Description0EQUIPMENT EXPENSE
IRS990/OtherExpenses/Description1WELDING SUPPLIES EXPENS
IRS990/OtherExpenses/Description2BOOK PURCHASE EXPENSE
IRS990/OtherExpenses/Description3GRADUATION EXPENSE
IRS990/OtherExpenses/ProgramServices026790
IRS990/OtherExpenses/ProgramServices126274
IRS990/OtherExpenses/ProgramServices224270
IRS990/OtherExpenses/ProgramServices321972
IRS990/OtherExpenses/Total026790
IRS990/OtherExpenses/Total126274
IRS990/OtherExpenses/Total224270
IRS990/OtherExpenses/Total321972
IRS990/OtherRevenueCurrentYear00
IRS990/OtherRevenuePriorYear00
IRS990/OtherSalariesAndWages/ManagementAndGeneral050525
IRS990/OtherSalariesAndWages/ProgramServices0228674
IRS990/OtherSalariesAndWages/Total0279199
IRS990/PaidInCapSrplsLandBldgEqpFund/BOY00
IRS990/PaidInCapSrplsLandBldgEqpFund/EOY00
IRS990/PartialLiquidation00
IRS990/PayrollTaxes/ManagementAndGeneral04474
IRS990/PayrollTaxes/ProgramServices034411
IRS990/PayrollTaxes/Total038885
IRS990/PensionPlanContributions/ManagementAndGeneral013864
IRS990/PensionPlanContributions/Total013864
IRS990/PoliticalActivities00
IRS990/PremiumsPaid00
IRS990/PriorExcessBenefitTransaction00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenue/BusinessCode0525100
IRS990/ProgramServiceRevenue/BusinessCode1525100
IRS990/ProgramServiceRevenue/BusinessCode2525100
IRS990/ProgramServiceRevenueCY0885243
IRS990/ProgramServiceRevenue/Description0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenue/Description1OTHER INCOME
IRS990/ProgramServiceRevenue/Description2TUITION AND BOOKS
IRS990/ProgramServiceRevenuePriorYear0989307
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome0874590
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome17103
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome23550
IRS990/ProgramServiceRevenue/TotalRevenueColumn0874590
IRS990/ProgramServiceRevenue/TotalRevenueColumn17103
IRS990/ProgramServiceRevenue/TotalRevenueColumn23550
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges00
IRS990/ReconcilationRevenueExpenses0106579
IRS990/ReconciliationUnrealizedInvest0672
IRS990/RegularMonitoringEnforcement01
IRS990/RelatedEntity00
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote01
IRS990/ReportInvestOthSecurities01
IRS990/ReportLandBldgEquip00
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities00
IRS990/ReportProgRelInvest00
IRS990/RetainedEarningsEndowmentEtc/BOY01938459
IRS990/RetainedEarningsEndowmentEtc/EOY02045710
IRS990/Revenue0885243
IRS990/RevenuesLessExpensesCY0106579
IRS990/RevenuesLessExpensesPriorYear0251127
IRS990/SalariesEtcCurrentYear0549530
IRS990/SalariesEtcPriorYear0506410
IRS990/SavingsAndTempCashInvestments/BOY01131365
IRS990/SavingsAndTempCashInvestments/EOY0404818
IRS990ScheduleA/AmtsFromSubstContributors/Total00
IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total00
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear05160
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year05134
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years09441
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years020470
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years012615
IRS990ScheduleA/GrossInvestmentIncome509/Total052820
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear0885243
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year0989307
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years0950980
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus3Years01013899
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus4Years01446133
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total05285562
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear05160
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year05134
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years09441
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years020470
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years012615
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total052820
IRS990ScheduleA/InvestmentIncomePercentage00.00990
IRS990ScheduleA/PriorYearSupportPercentage00.99010
IRS990ScheduleA/PriorYrInvestIncomePercentage00.00990
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.99010
IRS990ScheduleA/PublicSupportTotal50905285562
IRS990ScheduleA/SupportFromDQPsEtc/Total00
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear0885243
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year0989307
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years0950980
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years01013899
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years01446133
IRS990ScheduleA/Total509/Total05285562
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear0890403
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year0994441
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years0960421
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years01034369
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years01458748
IRS990ScheduleA/TotalSupportTotal/Total05338382
IRS990/ScheduleBRequired00
IRS990ScheduleD/ExpensesNotRptdF99000
IRS990ScheduleD/ExpensesNotRptdOnFinStmt00
IRS990ScheduleD/ExpensesSubtotal0783824
IRS990ScheduleD/FootnoteInPartXIII0X
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0THE FINANCIAL STATEMENTS DO NOT INCLUDE A PROVISION FOR INCOME TAXES BECAUSE THE FUND IS A TAX EXEMPT ORGANIZATION. FUND MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2012 AND 2011, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, THE FUND'S 2011, 2010 AND 2009 TAX YEARS ARE OPEN FOR EXAMINATION BY THE IRS.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0PART X, LINE 2:
IRS990ScheduleD/NetUnrealizedGainsInvestments0672
IRS990ScheduleD/OtherSecurities/BookValue01644192
IRS990ScheduleD/OtherSecurities/Description0BROKERED CD'S
IRS990ScheduleD/OtherSecurities/MethodOfValuation0F
IRS990ScheduleD/RevenueNotRptdF9900672
IRS990ScheduleD/RevenueNotRptdOnFinStmt00
IRS990ScheduleD/RevenueSubtotal0890403
IRS990ScheduleD/TotalExpensesPerForm9900783824
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleD/TotalOfBookValueSecurities01644192
IRS990ScheduleD/TotalRevenuePerForm9900890403
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt0783824
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt0891075
IRS990ScheduleJ/AnyNonFixedPayments00
IRS990ScheduleJ/BoardOrCommitteeApproval0X
IRS990ScheduleJ/CompBasedNetEarningsFilingOrg00
IRS990ScheduleJ/CompBasedNetEarningsRelateOrgs00
IRS990ScheduleJ/CompBasedOnRevenueOfFilingOrg00
IRS990ScheduleJ/CompBasedOnRevenueRelatedOrgs00
IRS990ScheduleJ/EquityBasedCompArrangement00
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg0101300
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg057885
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0WILLIAM LOMBARD
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg027215
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/Title0COORDINATOR/SECRETARY
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg0186400
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs00
IRS990ScheduleJ/InitialContractException00
IRS990/ScheduleJRequired01
IRS990ScheduleJ/SeverancePayment00
IRS990ScheduleJ/SupplementalNonqualRetirePlan00
IRS990ScheduleJ/WrittenEmploymentContract0X
IRS990ScheduleO/GeneralExplanation/Explanation0FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO FILING.
IRS990ScheduleO/GeneralExplanation/Explanation1AT 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. ANY TRUSTEE THAT HAS DISCLOSED A CONFLICT OF INTEREST WOULD BE PROHIBITED FROM PARTICIPATING IN ANY DISCUSSION OR VOTING ON ANY MOTION REGARDING THE MATTER THAT GAVE RISE TO THE CONFLICT OF INTEREST.
IRS990ScheduleO/GeneralExplanation/Explanation2COMPENSATION 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 FEBRUARY 2012.
IRS990ScheduleO/GeneralExplanation/Explanation3THESE DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION C, LINE 19
IRS990/ScheduleORequired01
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0MN
IRS990/StatesWhereCopyOfReturnIsFiled0MN
IRS990/SubjectToProxyTax00
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/Terminated00
IRS990/TermOrPermanentEndowments00
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine10235 MARSHALL AVENUE
IRS990/TheBooksAreInCareOf/AddressUS/City0ST PAUL
IRS990/TheBooksAreInCareOf/AddressUS/State0MN
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode055102
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10WILLIAM LOMBARD
IRS990/TheBooksAreInCareOf/TelephoneNumber06518461641
IRS990/TotalAssets/BOY01939890
IRS990/TotalAssetsBOY01939890
IRS990/TotalAssets/EOY02049010
IRS990/TotalAssetsEOY02049010
IRS990/TotalCompGT150K01
IRS990/TotalExpensesCurrentYear0783824
IRS990/TotalExpensesPriorYear0743314
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral0143791

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,049,010
Liabilities
$3,300
Net assets
$2,045,710
Revenue
-
Expenses
$783,824
Net income
-
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