Civic Intelligence

Neca-Ibew Local No 364 Welfare Trust Fund

990 • Fiscal year 2020 • EIN 41-1677804

Oct 01, 2019 to Sep 30, 2020 • Filed on Jul 26, 2021

Organization ProfileWWW.IBEW364.ORG

View Organization Page

6820 Mill RoadRockford, IL 61108

(815) 398-6282

Siviq Scores

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

Liabilities / Assets

56th percentile

0.03x

Higher debt load relative to assets than 56% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.04x

Higher debt load relative to revenue than 57% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Net Margin

9th percentile

-24%

Higher net margin than 9% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

81st percentile

$187,913

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Asset Growth

10th percentile

-18%

Faster asset growth than 10% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

25th percentile

-10%

Faster revenue growth than 25% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$17,004,673

Down $3,800,021 (-18%) from 2019

Net Assets

Down

$16,494,755

Down $3,641,048 (-18%) from 2019

Liabilities

Down

$509,918

Down $158,973 (-24%) from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin9th percentile

Revenue

Down

$12,742,041

Down $1,424,421 (-10%) from 2019

Expenses

Up

$15,852,045

Up $983,205 (+6.6%) from 2019

Net Income

Down

-$3,110,004

Down $2,407,626 (-343%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$60M$40M$20M$0Assets 2010: $20,297,725Liabilities 2010: $146,608Net Assets 2010: $20,151,1172010Assets 2011: $22,117,368Liabilities 2011: $435,404Net Assets 2011: $21,681,9642011Assets 2012: $23,522,025Liabilities 2012: $163,725Net Assets 2012: $23,358,3002012Assets 2013: $24,140,057Liabilities 2013: $207,046Net Assets 2013: $23,933,0112013Assets 2014: $23,900,312Liabilities 2014: $159,158Net Assets 2014: $23,741,1542014Assets 2015: $20,844,536Liabilities 2015: $272,126Net Assets 2015: $20,572,4102015Assets 2016: $18,029,875Liabilities 2016: $456,934Net Assets 2016: $17,572,9412016Assets 2017: $20,986,603Liabilities 2017: $457,881Net Assets 2017: $20,528,7222017Assets 2018: $21,596,432Liabilities 2018: $233,789Net Assets 2018: $21,362,6432018Assets 2019: $20,804,694Liabilities 2019: $668,891Net Assets 2019: $20,135,8032019Assets 2020: $17,004,673Liabilities 2020: $509,918Net Assets 2020: $16,494,7552020Assets 2021: $22,232,260Liabilities 2021: $1,360,457Net Assets 2021: $20,871,8032021Assets 2022: $26,057,381Liabilities 2022: $2,887,821Net Assets 2022: $23,169,5602022Assets 2023: $38,654,958Liabilities 2023: $4,172,190Net Assets 2023: $34,482,7682023Assets 2024: $50,581,440Liabilities 2024: $3,017,863Net Assets 2024: $47,563,5772024

Highlighted filing

2020

Assets$17,004,673
Liabilities$509,918
Net Assets$16,494,755
Open 2020 Filing

Operations Trend

Revenue Growth25th percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $11,177,1662010Revenue 2011: $13,242,415Expenses 2011: $9,941,861Net Income 2011: $3,300,5542011Expenses 2012: $11,482,2362012Revenue 2013: $10,856,538Expenses 2013: $10,957,688Net Income 2013: -$101,1502013Revenue 2014: $11,193,048Expenses 2014: $11,961,491Net Income 2014: -$768,4432014Revenue 2015: $12,103,516Expenses 2015: $13,782,420Net Income 2015: -$1,678,9042015Revenue 2016: $11,029,459Expenses 2016: $14,203,375Net Income 2016: -$3,173,9162016Revenue 2017: $14,661,331Expenses 2017: $13,244,147Net Income 2017: $1,417,1842017Revenue 2018: $16,380,795Expenses 2018: $14,821,452Net Income 2018: $1,559,3432018Revenue 2019: $14,166,462Expenses 2019: $14,868,840Net Income 2019: -$702,3782019Revenue 2020: $12,742,041Expenses 2020: $15,852,045Net Income 2020: -$3,110,0042020Revenue 2021: $18,428,053Expenses 2021: $16,158,643Net Income 2021: $2,269,4102021Revenue 2022: $24,556,874Expenses 2022: $18,323,155Net Income 2022: $6,233,7192022Revenue 2023: $28,517,094Expenses 2023: $18,088,509Net Income 2023: $10,428,5852023Revenue 2024: $29,995,416Expenses 2024: $20,899,428Net Income 2024: $9,095,9882024

Highlighted filing

2020

Revenue$12,742,041
Expenses$15,852,045
Net Income-$3,110,004
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Jul 26, 2021
Return Version
2019v5.0
Gross Receipts
$12,742,041
Mission and Program Overview

Mission

Provide benefits to eligible members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$20,135,803$16,494,755▼ $3,641,048
Investments in Publicly Traded Securities$17,432,946$14,656,168▼ $2,776,778
Accounts Receivable$1,351,297$1,232,811▼ $118,486
Cash and Non-Interest-Bearing Accounts$1,837,928$1,056,725▼ $781,203
Savings and Temporary Cash Investments$174,638$57,987▼ $116,651
Prepaid Expenses and Deferred Charges$7,885$982▼ $6,903
Total Assets$20,804,694$17,004,673▼ $3,800,021
Liabilities
Accounts Payable and Accrued Expenses$642,919$497,372▼ $145,547
Other Liabilities$25,972$12,546▼ $13,426
Total Liabilities$668,891$509,918▼ $158,973
Net Assets / Fund Balance
Total Net Assets Fund Balance$20,135,803$16,494,755▼ $3,641,048
Total Liabilities and Net Assets / Fund Balance$20,804,694$17,004,673▼ $3,800,021
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleOtherTotal
Michael MillerTrustee$2,476$2,476

Board Members and Trustees

NameTitle
Patrick TomlinChairman
Alan GoldenTrustee
Joel KortemeierTrustee
Jon GreenTrustee
John BattelSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$12,293,838
Investment Income
$448,203
Other Revenue
$0
Change in Net Assets
$-3,110,004

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,690,662
Revenue Not Reported on Financial Statements
$51,379
Revenue Not Reported on Form 990
$-531,044
Total Revenue per Audited Statements
$12,159,618
Total Revenue per Form 990
$12,742,041
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,735,448
Salaries, Compensation, and Employee Benefits$1,069
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$14,115,528
Other Expenses---$167,127
All Other Expenses---$118,675
Office Expenses---$38,250
Fees for Services Accounting---$32,167
Fees for Services Legal---$16,400
Occupancy---$14,399
Conferences and Meetings---$8,010
Payroll Taxes---$1,069
Insurance---$936
Total Functional Expenses$0$0$0$15,852,045

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$15,852,045
Expenses per Audited Statements$15,800,666
Total Expenses per Audited Statements$15,800,666
Expenses Not Reported on Financial Statements$51,379
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unclaimed Benefits$8,699
Payroll Taxes Payable$3,847
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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, Page 6, Part VI, Line 6

“The organization's membership is made up of neca-ibew local no. 364 union electricians.”

Form 990, Page 6, Part VI, Line 7A

“The president of neca-ibew local no. 364 has the authority to appoint 3 union representatives and the local chapter of the national electrical contractors association has the authority to appoint 3 contractor representatives.”

Form 990, Page 6, Part VI, Line 11B

“Copies for the final form 990 and schedules are presented and approved at a board meeting prior to being filed with the irs. Board members are asked to review the return individually and to contact the return preparer, other board members, or executive officers with any questions or concerns.”

Form 990, Page 6, Part VI, Line 12C

“The board of trustees monitors and enforces compliance.”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Neca-ibew Local No 364
EIN
41-1677804
Phone
8153986282
Address
6820 MILL ROAD, ROCKFORD, IL 61108

Signing Officer

Name
Alan Golden
Title
Trustee
Phone
5173217502
Signed
2021-07-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patrick Tomlin
Formed
1990
Legal Domicile
Il
Voting Board Members
6
Independent Board Members
5
Employees
11

Preparer

Firm
Eric J Fernandez & Co
Address
895 W MAIN ST STE 1000, WEST DUNDEE, IL 60118-2057
Preparer
Carl L Swanson
Phone
8474287400
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“The fund has adopted fasb asc 740-10-25, accounting for uncertainty in income taxes. The fund will record a liability for uncertain tax positions when it is more likely than not that a tax position would not be sustained if examined by the taxing authority. The fund continually evaluates expiring statutes of limitations, audits, proposed settlements, changes in tax law and new authoritative rulings. The fund administrator's evaluation on september 30, 2020 revealed no uncertain tax positions that would have a material impact on the financial statements. The 2016 through 2018 tax years remain subject to examination by the irs. The fund administrator does not believe that any reasonable possible changes will occur within the next twelve months that will have a material impact on the financial statements.”

Raw XML AppendixShowing 400 of 403 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FUND HAS ADOPTED FASB ASC 740-10-25, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE FUND WILL RECORD A LIABILITY FOR UNCERTAIN TAX POSITIONS WHEN IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WOULD NOT BE SUSTAINED IF EXAMINED BY THE TAXING AUTHORITY. THE FUND CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. THE FUND ADMINISTRATOR'S EVALUATION ON SEPTEMBER 30, 2020 REVEALED NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. THE 2016 THROUGH 2018 TAX YEARS REMAIN SUBJECT TO EXAMINATION BY THE IRS. THE FUND ADMINISTRATOR DOES NOT BELIEVE THAT ANY REASONABLE POSSIBLE CHANGES WILL OCCUR WITHIN THE NEXT TWELVE MONTHS THAT WILL HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleD/TotalLiabilityAmt012546
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IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt015800666
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0187913
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S MEMBERSHIP IS MADE UP OF NECA-IBEW LOCAL NO. 364 UNION ELECTRICIANS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PRESIDENT OF NECA-IBEW LOCAL NO. 364 HAS THE AUTHORITY TO APPOINT 3 UNION REPRESENTATIVES AND THE LOCAL CHAPTER OF THE NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION HAS THE AUTHORITY TO APPOINT 3 CONTRACTOR REPRESENTATIVES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COPIES FOR THE FINAL FORM 990 AND SCHEDULES ARE PRESENTED AND APPROVED AT A BOARD MEETING PRIOR TO BEING FILED WITH THE IRS. BOARD MEMBERS ARE ASKED TO REVIEW THE RETURN INDIVIDUALLY AND TO CONTACT THE RETURN PREPARER, OTHER BOARD MEMBERS, OR EXECUTIVE OFFICERS WITH ANY QUESTIONS OR CONCERNS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF TRUSTEES MONITORS AND ENFORCES COMPLIANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0NECA-IBEW 364 DEFINED CONTRIB PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1NECA-IBEW 364 SUPP UNEMP TRU FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2NECA-IBEW 364 BUILDING CORP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3NECA-IBEW LOCAL NO 364
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501C9
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PENSION PN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1UNEMP BENE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2BLDG CORP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3LOCL UNION
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt16820 MILL ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt26820 MILL ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt36820 MILL ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ROCKFORD
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0true
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt083065
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1190357
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt214399
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ALLOCATION BASED ON TIME
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1ACTUAL AMOUNT RECEIVED
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2ACTUAL AMOUNT PAID
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0NECA-IBEW LOCAL NO 364
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1NECA- IBEW LOCAL NO 364
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2NECA-IBEW LOCAL NO 364 BUILDG COR
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0O
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1Q
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IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt020804694
IRS990/TotalAssetsEOYAmt017004673
IRS990/TotalAssetsGrp/BOYAmt020804694
IRS990/TotalAssetsGrp/EOYAmt017004673
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt015852045
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesGrp/BOYAmt0668891
IRS990/TotalLiabilitiesGrp/EOYAmt0509918
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt020135803
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IRS990/TotalOtherCompensationAmt071041
IRS990/TotalProgramServiceRevenueAmt012293838
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt012293838
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IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06820 MILL ROAD
IRS990/USAddress/CityNm0ROCKFORD
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd061108
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.IBEW364.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALAN GOLDEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05173217502
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NECA-IBEW LOCAL NO 364
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WELFARE TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0NECA
ReturnHeader/Filer/EIN0411677804
ReturnHeader/Filer/PhoneNum08153986282
ReturnHeader/Filer/USAddress/AddressLine1Txt06820 MILL ROAD
ReturnHeader/Filer/USAddress/CityNm0ROCKFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061108
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363141842
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERIC J FERNANDEZ & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0895 W MAIN ST STE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST DUNDEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0601182057
ReturnHeader/PreparerPersonGrp/PhoneNum08474287400
ReturnHeader/PreparerPersonGrp/PreparationDt02021-07-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARL L SWANSON
ReturnHeader/ReturnTs02021-07-26T09:08:14-05:00
ReturnHeader/ReturnTypeCd0990

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$17,004,673
Liabilities
$509,918
Net assets
$16,494,755
Revenue
$12,742,041
Expenses
$15,852,045
Net income
-$3,110,004
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$50.6$3.02$47.6$30.0$20.9$9.10
2023Detailed filing. Detailed filing data is available for this year.$38.7$4.17$34.5$28.5$18.1$10.4
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.1$2.89$23.2$24.6$18.3$6.23
2021Detailed filing. Detailed filing data is available for this year.$22.2$1.36$20.9$18.4$16.2$2.27
2020Detailed filing. Detailed filing data is available for this year.$17.0$0.51$16.5$12.7$15.9$3.11
2019Detailed filing. Detailed filing data is available for this year.$20.8$0.67$20.1$14.2$14.9$0.70
2018Detailed filing. Detailed filing data is available for this year.$21.6$0.23$21.4$16.4$14.8$1.56
2017Detailed filing. Detailed filing data is available for this year.$21.0$0.46$20.5$14.7$13.2$1.42
2016Detailed filing. Detailed filing data is available for this year.$18.0$0.46$17.6$11.0$14.2$3.17
2015Detailed filing. Detailed filing data is available for this year.$20.8$0.27$20.6$12.1$13.8$1.68
2014Detailed filing. Detailed filing data is available for this year.$23.9$0.16$23.7$11.2$12.0$0.77
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.1$0.21$23.9$10.9$11.0$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.5$0.16$23.4$11.5
2011Summary only. Only limited summary data is available for this year.$22.1$0.44$21.7$13.2$9.94$3.30
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.3$0.15$20.2$11.2