Civic Intelligence

James R Hoffa Memorial Scholarship Fund Inc.

990 • Fiscal year 2018 • EIN 52-2206826

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 02, 2019

Organization ProfileWWW.JRHMSF.ORG

View Organization Page

25 Louisiana Ave NWWashington, DC 20001

(202) 624-7471

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.08x

Higher debt load relative to assets than 33% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

88th percentile

2.12x

Higher debt load relative to revenue than 88% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

2nd percentile

-180%

Higher net margin than 2% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

13th percentile

$20,000

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

12th percentile

-8.5%

Faster asset growth than 12% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

60th percentile

7.7%

Faster revenue growth than 60% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$17,219,780

Down $1,599,990 (-8.5%) from 2017

Net Assets

Down

$15,814,048

Down $1,864,555 (-11%) from 2017

Liabilities

Up

$1,405,732

Up $264,565 (+23%) from 2017

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin2nd percentile

Revenue

Up

$663,546

Up $47,350 (+7.7%) from 2017

Expenses

Up

$1,858,671

Up $474,900 (+34%) from 2017

Net Income

Down

-$1,195,125

Down $427,550 (-56%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $8,639,747Liabilities 2010: $528,882Net Assets 2010: $8,110,8652010Assets 2011: $10,386,553Liabilities 2011: $525,004Net Assets 2011: $9,861,5492011Assets 2012: $12,534,813Liabilities 2012: $681,042Net Assets 2012: $11,853,7712012Assets 2013: $13,867,622Liabilities 2013: $667,527Net Assets 2013: $13,200,0952013Assets 2014: $15,940,044Liabilities 2014: $977,252Net Assets 2014: $14,962,7922014Assets 2015: $17,646,481Liabilities 2015: $1,465,422Net Assets 2015: $16,181,0592015Assets 2016: $18,324,829Liabilities 2016: $852,949Net Assets 2016: $17,471,8802016Assets 2017: $18,819,770Liabilities 2017: $1,141,167Net Assets 2017: $17,678,6032017Assets 2018: $17,219,780Liabilities 2018: $1,405,732Net Assets 2018: $15,814,0482018Assets 2019: $19,244,567Liabilities 2019: $2,863,639Net Assets 2019: $16,380,9282019Assets 2020: $19,287,613Liabilities 2020: $1,335,122Net Assets 2020: $17,952,4912020Assets 2021: $18,840,750Liabilities 2021: $1,346,621Net Assets 2021: $17,494,1292021Assets 2022: $16,431,780Liabilities 2022: $1,417,207Net Assets 2022: $15,014,5732022Assets 2023: $17,174,688Liabilities 2023: $1,448,917Net Assets 2023: $15,725,7712023Assets 2024: $16,951,084Liabilities 2024: $1,505,572Net Assets 2024: $15,445,5122024

Highlighted filing

2018

Assets$17,219,780
Liabilities$1,405,732
Net Assets$15,814,048
Open 2018 Filing

Operations Trend

Revenue Growth60th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $511,0172010Expenses 2011: $506,4862011Expenses 2012: $544,5472012Revenue 2013: $2,312,094Expenses 2013: $872,532Net Income 2013: $1,439,5622013Revenue 2014: $3,039,215Expenses 2014: $993,322Net Income 2014: $2,045,8932014Revenue 2015: $2,854,372Expenses 2015: $1,023,169Net Income 2015: $1,831,2032015Revenue 2016: $2,087,298Expenses 2016: $1,223,048Net Income 2016: $864,2502016Revenue 2017: $616,196Expenses 2017: $1,383,771Net Income 2017: -$767,5752017Revenue 2018: $663,546Expenses 2018: $1,858,671Net Income 2018: -$1,195,1252018Revenue 2019: $872,238Expenses 2019: $1,507,813Net Income 2019: -$635,5752019Revenue 2020: $2,230,658Expenses 2020: $1,464,172Net Income 2020: $766,4862020Revenue 2021: $1,384,917Expenses 2021: $1,454,290Net Income 2021: -$69,3732021Revenue 2022: $2,516,570Expenses 2022: $1,547,391Net Income 2022: $969,1792022Revenue 2023: -$73,153Expenses 2023: $1,334,980Net Income 2023: -$1,408,1332023Revenue 2024: $795,472Expenses 2024: $1,515,444Net Income 2024: -$719,9722024

Highlighted filing

2018

Revenue$663,546
Expenses$1,858,671
Net Income-$1,195,125
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 2, 2019
Return Version
2018v3.1
Gross Receipts
$1,794,711
Mission and Program Overview

Mission

To award scholarships to dependents of teamsters union active and retired members in order to enable the recipients to attend accredited post-secondary educational institutions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$18,607,715$17,062,710▼ $1,545,005
Savings and Temporary Cash Investments$101,693$113,314▲ $11,621
Prepaid Expenses and Deferred Charges$51,667$16,667▼ $35,000
Accounts Receivable$31,611$5▼ $31,606
Total Assets$18,819,770$17,219,780▼ $1,599,990
Other Assets Total$27,084$27,084→ $0
Liabilities
Grants Payable$1,134,667$1,390,500▲ $255,833
Accounts Payable and Accrued Expenses$6,500$15,232▲ $8,732
Total Liabilities$1,141,167$1,405,732▲ $264,565
Net Assets / Fund Balance
Unrestricted Net Assets$17,678,603$15,814,048▼ $1,864,555
Total Net Assets Fund Balance$17,678,603$15,814,048▼ $1,864,555
Total Liabilities and Net Assets / Fund Balance$18,819,770$17,219,780▼ $1,599,990
Compensation and Service Providers
Top Officer Pay13th percentile

Employees

NameTitleBaseTotal
Richard BellPresident$20,000$20,000

Board Members and Trustees

NameTitle
Tom MetzingerDirector
Neil DitchekSecretary
Karen RocheTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$31,108
Program Service Revenue
$0
Investment Income
$623,301
Other Revenue
$9,137
All Other Contributions
$31,108
Change in Net Assets
$-1,195,125

Audited Revenue Reconciliation

Revenue per Audited Statements
$663,546
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-669,430
Total Revenue per Audited Statements
$-5,884
Total Revenue per Form 990
$663,546
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,539,367
Other Expenses$297,471
Salaries, Compensation, and Employee Benefits$21,833
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$1,362,367--$1,362,367
Foreign Grants$177,000--$177,000
Fees for Services Legal-$110,181-$110,181
Fees for Services Accounting-$79,500-$79,500
Fees for Services Other-$71,504-$71,504
Fees for Service Investment Mgmnt Fees-$25,504-$25,504
Current Officers, Directors, Trustees, and Key Employees-$20,000-$20,000
All Other Expenses-$6,341-$6,341
Office Expenses-$4,441-$4,441
Payroll Taxes-$1,833-$1,833
Total Functional Expenses$1,539,367$319,304$0$1,858,671

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,858,671
Total Expenses per Audited Statements$1,858,671
Total Expenses per Form 990$1,858,671
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

International Summary

Offices
0
Employees
0
Spending
$177,000

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
North AmericaProgram ServicesScholarship Awards to Recipients in Region00$177,000
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
Backup withholding compliance
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
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

“P”

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

“The form 990 is prepared by the organization's accountant who then forwards the return to the governing body for review and signature.”

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

“The organization monitors and reviews its conflict of interest policy on an annual basis.”

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
James R Hoffa Memorial
EIN
52-2206826
Phone
2026247471
Address
25 LOUISIANA AVE NW, WASHINGTON, DC 20001

Signing Officer

Name
Karen Roche
Title
Treasurer
Phone
2026247471
Signed
2019-10-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Bell
Formed
1999
Legal Domicile
Dc
Voting Board Members
4
Independent Board Members
4
Employees
1
Volunteers
0

Preparer

Firm
Calibre CPA Group Pllc
Address
7501 WISCONSIN AVENUE SUITE 1200, WEST, BETHESDA, MD 20814
Preparer
Scott E Hallberg CPA
Phone
2023319880
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the fund and recognize a tax liability if the fund has taken an uncertain position that, more likely than not, would not be sustained upon examination by the u.s. Federal, state, or local taxing authorities. The fund is subject to routine audits by taxing jursiditctions; however there are currently no audits for any tax periods in progress. Typically, tax years will remain open for three years; however, this may differ depending upon the circumstances of the fund.”

Raw XML AppendixShowing 400 of 433 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt06500
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt015232
IRS990/AccountsReceivableGrp/BOYAmt031611
IRS990/AccountsReceivableGrp/EOYAmt05
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO AWARD SCHOLARSHIPS TO DEPENDENTS OF TEAMSTERS UNION ACTIVE AND RETIRED MEMBERS IN ORDER TO ENABLE THE RECIPIENTS TO ATTEND ACCREDITED POST-SECONDARY EDUCATIONAL INSTITUTIONS.
IRS990/AllOtherContributionsAmt031108
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt06341
IRS990/AllOtherExpensesGrp/TotalAmt06341
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum02026247471
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt025 LOUISIANA AVE NW
IRS990/BooksInCareOfDetail/USAddress/CityNm0WASHINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd020001
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd01
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt020000
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt020000
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt031108
IRS990/CYGrantsAndSimilarPaidAmt01539367
IRS990/CYInvestmentIncomeAmt0623301
IRS990/CYOtherExpensesAmt0297471
IRS990/CYOtherRevenueAmt09137
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-1195125
IRS990/CYSalariesCompEmpBnftPaidAmt021833
IRS990/CYTotalExpensesAmt01858671
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0663546
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO GRANT COLLEGE SCHOLARSHIPS TO QUALIFIED DEPENDENTS OF ACTIVE AND RETIRED MEMBERS OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01539367
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt079500
IRS990/FeesForServicesAccountingGrp/TotalAmt079500
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0110181
IRS990/FeesForServicesLegalGrp/TotalAmt0110181
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt071504
IRS990/FeesForServicesOtherGrp/TotalAmt071504
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt025504
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt025504
IRS990/ForeignActivitiesInd01
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignGrantsGrp/ProgramServicesAmt0177000
IRS990/ForeignGrantsGrp/TotalAmt0177000
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0RICHARD BELL
IRS990/Form990PartVIISectionAGrp/PersonNm1KAREN ROCHE
IRS990/Form990PartVIISectionAGrp/PersonNm2NEIL DITCHEK
IRS990/Form990PartVIISectionAGrp/PersonNm3TOM METZINGER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt020000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-31165
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantAmt01539367
IRS990/GrantsPayableGrp/BOYAmt01134667
IRS990/GrantsPayableGrp/EOYAmt01390500
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01362367
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01362367
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01100000
IRS990/GrossReceiptsAmt01794711
IRS990/GrossSalesOfInventoryAmt09137
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0654466
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0654466
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt018607715
IRS990/InvestmentsPubTradedSecGrp/EOYAmt017062710
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0DC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01131165
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO AWARD SCHOLARSHIPS TO DEPENDENTS OF TEAMSTERS UNION ACTIVE AND RETIRED MEMBERS IN ORDER TO ENABLE THE RECIPIENTS TO ATTEND ACCREDITED POST-SECONDARY EDUCATIONAL INSTITUTIONS.
IRS990/MoreThan5000KToIndividualsInd01
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt017678603
IRS990/NetAssetsOrFundBalancesEOYAmt015814048
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-31165
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-31165
IRS990/NetIncomeOrLossGrp/ExclusionAmt09137
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt09137
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-669430
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04441
IRS990/OfficeExpensesGrp/TotalAmt04441
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt027084
IRS990/OtherAssetsTotalGrp/EOYAmt027084
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01833
IRS990/PayrollTaxesGrp/TotalAmt01833
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt051667
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt016667
IRS990/PrincipalOfficerNm0RICHARD BELL
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt082700
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01363500
IRS990/PYInvestmentIncomeAmt0524645
IRS990/PYOtherExpensesAmt020271
IRS990/PYOtherRevenueAmt08851
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-767575
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01383771
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0616196
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-1195125
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0101693
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0113314
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt031108
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt082700
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01643177
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02059795
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01917401
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05734181
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0654466
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0699507
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0631537
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0772857
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0527997
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03286364
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0238701
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0803401
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0758832
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01800934
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0654466
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0699507
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0631537
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0772857
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0527997
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03286364
IRS990ScheduleA/InvestmentIncomeCYPct00.30370
IRS990ScheduleA/InvestmentIncomePYPct00.22640
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0-158
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0-158
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.69630
IRS990ScheduleA/PublicSupportPY509Pct00.77360
IRS990ScheduleA/PublicSupportTotal509Amt07535115
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt031108
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt082700
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01881878
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02863196
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02676233
IRS990ScheduleA/Total509Grp/TotalAmt07535115
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0685574
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0782049
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02513415
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03636053
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03204230
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt010821321
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ArtPublicExhibitionAmountsGrp/AssetsIncludedAmt027084
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01858671
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-669430
IRS990ScheduleD/RevenueNotReportedAmt0-669430
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0663546
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURSIDITCTIONS; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE FUND.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01858671
IRS990ScheduleD/TotalRevenuePerForm990Amt0663546
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-5884
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01858671
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt0177000
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0NORTH AMERICA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0SCHOLARSHIP AWARDS TO RECIPIENTS IN REGION
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0PROGRAM SERVICES
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignIndividualsGrantsGrp/CashGrantAmt0150000
IRS990ScheduleF/ForeignIndividualsGrantsGrp/CashGrantAmt125000
IRS990ScheduleF/ForeignIndividualsGrantsGrp/CashGrantAmt22000
IRS990ScheduleF/ForeignIndividualsGrantsGrp/MannerOfCashDisbursementTxt0CHECK
IRS990ScheduleF/ForeignIndividualsGrantsGrp/MannerOfCashDisbursementTxt1CHECK
IRS990ScheduleF/ForeignIndividualsGrantsGrp/MannerOfCashDisbursementTxt2CHECK
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RecipientCnt015
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RecipientCnt125
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RecipientCnt21
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RegionTxt0NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RegionTxt1NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RegionTxt2NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES
IRS990ScheduleF/ForeignIndividualsGrantsGrp/TypeOfAssistanceTxt04 YEAR SCHOLARSHIP
IRS990ScheduleF/ForeignIndividualsGrantsGrp/TypeOfAssistanceTxt1BOOTSTRAP SCHOLARSHIP
IRS990ScheduleF/ForeignIndividualsGrantsGrp/TypeOfAssistanceTxt2VOCATIONAL SCHOLARSHIP
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd00
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt0177000
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0FOUR YEAR SCHOLARSHIPS ARE AWARDED IN THE AMOUNT OF $10,000 TO A MINIMUM OF 5 RECIPIENTS FROM EACH CONFERENCE AND ARE DISBURSED AT THE RATE OF $2,500 PER YEAR ($1,250 PER SEMESTER). THERE IS NO PROVISION FOR SUMMER STUDY. THIS SCHOLARSHIP IS RENEWED ANNUALLY. THE RECIPIENT MUST MAINTAIN AN ACADEMIC B AVERAGE OR A 3.00 GPA ON A 4.00 SCALE. THE SCHOLARSHIP CAN BE USED FOR ANY SCHOOL EXPENSE, HOWEVER, IT MUST BE DRAWN UPON IN THE FOLLOWING ORDER: TUITION & ASSORTED FEES, ROOM & BOARD, BOOKS, AND MISCELLANEOUS EXPENSES. THE RECIPIENT MUST COMPLETE AND USE SCHOLARSHIP FUNDS REPORTED ANNUALLY. $1,000 SCHOLARSHIPS ARE AWARDED TO A MINIMUM OF 10 RECIPIENTS FROM EACH CONFERENCE. THIS SCHOLARSHIP IS DISBURSED TO THE RECIPIENT'S COLLEGE OR UNIVERSITY AT THE BEGINNING OF THE RECIPIENT'S FRESHMEN YEAR. SCHOLARSHIPS OF UP TO $2,000 EACH ARE AWARDED EACH YEAR FOR APPLICANTS PLANNING TO ATTEND TRAINING OR VOCATIONAL NON-BACCALAUREATE PROGRAMS (ASSOCIATE PROGRAMS TYPICALLY). ACADEMIC APPLICATION REQUIREMENTS INCLUDE AN ACADEMIC RECORD (OFFICIAL HIGH SCHOOL TRANSCRIPT), ACT OR SAT SCORES, AND THREE LETTERS OF RECOMMENDATION (CANADIAN APPLICANTS ONLY). THE APPLICATION AND LETTERS ARE FORWARDED TO THE FUND ADMINISTRATOR, INTERNATIONAL SCHOLARSHIP AND TUITION SERVICES (ISTS). A MEMBERSHIP VERIFICATION REQUEST IS SENT BY ISTS TO THE APPLICANT'S TEAMSTER PARENT'S LOCAL UNION OFFICE FOR MEMBERSHIP STATUS VERIFICATION. ONCE COMPLETED, THAT VERIFICATION IS SENT BACK TO ISTS. ISTS REVIEWS APPLICATIONS, ARRANGING BY THE TOP GPA AND TEST SCORES. THE TOP APPLICANTS ARE FORWARDED TO A GROUP OF INDEPENDENT JUDGES FROM LOCAL UNIVERSITIES. VOCATIONAL OR TRAINING PROGRAM SCHOLARSHIPS REQUIRE APPLICANTS TO SUBMIT LETTERS OF RECOMMENDATION ALONG WITH A STATEMENT OF WHY THEY ARE CHOOSING TO PURSUE TRAINING IN A PARTICULAR FIELD TO ISTS. ISTS COMPILES THE LETTERS AND STATEMENT AND SUBMITS THEM TO TWO INDEPENDENT JUDGES WHO ARE PROFESSORS AT UNIVERSITIES FOR EVALUATION. THE CHOSEN TRAINING PROGRAM MUST BE RELATED TO WORK IN A TEAMSTER REPRESENTED INDUSTRY, CLASS OR CRAFT. THESE INDUSTRIES INCLUDE: AIRLINE, BAKERY & LAUNDRY, BREWERY & SOFT DRINK, BUILDING MATERIAL & CONSTRUCTION TRADE, CAR HAUL, DAIRY, FOOD PROCESSING, FREIGHT, GRAPHIC COMMUNICATIONS, INDUSTRIAL TRADES, MOTION PICTURE & THEATRICAL TRADE, NEWSPAPER, MAGAZINE, ELECTRONIC MEDIA, PACKAGE, PARKING, PORT, PUBLIC SERVICES, RAIL, SOLID WASTE & RECYCLING, TANK HAUL, TRADE SHOW & CONVENTION CENTERS, AND WAREHOUSE.
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt0177000
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0852034
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt132500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt2477833
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt04 YEAR SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1VOCATIONAL SCHOOL SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2BOOTSTRAP SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt086
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt119
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt2488
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0FOUR YEAR SCHOLARSHIPS ARE AWARDED IN THE AMOUNT OF $10,000 TO A MINIMUM OF 5 RECIPIENTS FROM EACH CONFERENCE AND ARE DISBURSED AT THE RATE OF $2,500 PER YEAR ($1,250 PER SEMESTER). THERE IS NO PROVISION FOR SUMMER STUDY. THIS SCHOLARSHIP IS RENEWED ANNUALLY. THE RECIPIENT MUST MAINTAIN AN ACADEMIC B AVERAGE OR A 3.00 GPA ON A 4.00 SCALE. THE SCHOLARSHIP CAN BE USED FOR ANY SCHOOL EXPENSE, HOWEVER, IT MUST BE DRAWN UPON IN THE FOLLOWING ORDER: TUITION & ASSORTED FEES, ROOM & BOARD, BOOKS, AND MISCELLANEOUS EXPENSES. THE RECIPIENT MUST COMPLETE AND USE SCHOLARSHIP FUNDS REPORTED ANNUALLY. $1,000 SCHOLARSHIPS ARE AWARDED TO A MINIMUM OF 10 RECIPIENTS FROM EACH CONFERENCE. THIS SCHOLARSHIP IS DISBURSED TO THE RECIPIENT'S COLLEGE OR UNIVERSITY AT THE BEGINNING OF THE RECIPIENT'S FRESHMEN YEAR. SCHOLARSHIPS OF UP TO $2,000 EACH ARE AWARDED EACH YEAR FOR APPLICANTS PLANNING TO ATTEND TRAINING OR VOCATIONAL NON-BACCALAUREATE PROGRAMS (ASSOCIATES PROGRAMS TYPICALLY). ACADEMIC APPLICATION REQUIREMENTS INCLUDE AN ACADEMIC RECORD (OFFICIAL HIGH SCHOOL TRANSCRIPT), ACT OR SAT SCORES, AND THREE LETTERS OF RECOMMENDATION (CANADIAN APPLICANTS ONLY). THE APPLICATION AND LETTERS ARE FORWARDED TO THE FUND ADMINISTRATOR, INTERNATIONAL SCHOLARSHIP AND TUITION SERVICES (ISTS). A MEMBERSHIP VERIFICATION REQUEST IS SENT BY ISTS TO THE APPLICANT'S TEAMSTER PARENT'S LOCAL UNION OFFICE FOR MEMBERSHIP STATUS VERIFICATION. ONCE COMPLETED, THAT VERIFICATION IS SENT BACK TO ISTS. ISTS REVIEWS APPLICATIONS, ARRANGING BY THE TOP GPA AND TEST SCORES. THE TOP APPLICANTS ARE FORWARDED TO A GROUP OF INDEPENDENT JUDGES FROM LOCAL UNIVERSITIES. VOCATIONAL OR TRAINING PROGRAM SCHOLARSHIPS REQUIRE APPLICANTS TO SUBMIT LETTERS OF RECOMMENDATION ALONG WITH A STATEMENT OF WHY THEY ARE CHOOSING TO PURSUE TRAINING IN A PARTICULAR FIELD TO ISTS. ISTS COMPILES THE LETTERS AND STATEMENT AND SUBMITS THEM TO TWO INDEPENDENT JUDGES WHO ARE PROFESSORS AT UNIVERSITIES FOR EVALUATION. THE CHOSEN TRAINING PROGRAM MUST BE RELATED TO WORK IN A TEAMSTER REPRESENTED INDUSTRY, CLASS OR CRAFT. THESE INDUSTRIES INCLUDE: AIRLINE, BAKERY & LAUNDRY, BREWERY & SOFT DRINK, BUILDING MATERIAL & CONSTRUCTION TRADE, CAR HAUL, DAIRY, FOOD PROCESSING, FREIGHT, GRAPHIC COMMUNICATIONS, INDUSTRIAL TRADES, MOTION PICTURE & THEATRICAL TRADE, NEWSPAPER, MAGAZINE, ELECTRONIC MEDIA, PACKAGE, PARKING, PORT, PUBLIC SERVICES, RAIL, SOLID WASTE & RECYCLING, TANK HAUL, TRADE SHOW & CONVENTION CENTERS, AND WAREHOUSE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0P
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PREPARED BY THE ORGANIZATION'S ACCOUNTANT WHO THEN FORWARDS THE RETURN TO THE GOVERNING BODY FOR REVIEW AND SIGNATURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MONITORS AND REVIEWS ITS CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/StatesWhereCopyOfReturnIsFldCd1MA
IRS990/StatesWhereCopyOfReturnIsFldCd2IL
IRS990/StatesWhereCopyOfReturnIsFldCd3PA
IRS990/StatesWhereCopyOfReturnIsFldCd4NY
IRS990/StatesWhereCopyOfReturnIsFldCd5OH
IRS990/StatesWhereCopyOfReturnIsFldCd6NJ
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt018819770
IRS990/TotalAssetsEOYAmt017219780
IRS990/TotalAssetsGrp/BOYAmt018819770
IRS990/TotalAssetsGrp/EOYAmt017219780
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt031108
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0319304
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01539367
IRS990/TotalFunctionalExpensesGrp/TotalAmt01858671
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01141167
IRS990/TotalLiabilitiesEOYAmt01405732
IRS990/TotalLiabilitiesGrp/BOYAmt01141167
IRS990/TotalLiabilitiesGrp/EOYAmt01405732
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt017678603
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt015814048
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01539367
IRS990/TotalReportableCompFromOrgAmt020000
IRS990/TotalRevenueGrp/ExclusionAmt0632438
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0663546
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt018819770
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt017219780
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt017678603
IRS990/UnrestrictedNetAssetsGrp/EOYAmt015814048
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt025 LOUISIANA AVE NW
IRS990/USAddress/CityNm0WASHINGTON
IRS990/USAddress/StateAbbreviationCd0DC
IRS990/USAddress/ZIPCd020001
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.JRHMSF.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN ROCHE

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$17,219,780
Liabilities
$1,405,732
Net assets
$15,814,048
Revenue
$663,546
Expenses
$1,858,671
Net income
-$1,195,125
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.0$1.51$15.4$0.80$1.52$0.72
2023Detailed filing. Detailed filing data is available for this year.$17.2$1.45$15.7$0.07$1.33$1.41
2022Detailed filing. Detailed filing data is available for this year.$16.4$1.42$15.0$2.52$1.55$0.97
2021Detailed filing. Detailed filing data is available for this year.$18.8$1.35$17.5$1.38$1.45$0.07
2020Detailed filing. Detailed filing data is available for this year.$19.3$1.34$18.0$2.23$1.46$0.77
2019Detailed filing. Detailed filing data is available for this year.$19.2$2.86$16.4$0.87$1.51$0.64
2018Detailed filing. Detailed filing data is available for this year.$17.2$1.41$15.8$0.66$1.86$1.20
2017Detailed filing. Detailed filing data is available for this year.$18.8$1.14$17.7$0.62$1.38$0.77
2016Detailed filing. Detailed filing data is available for this year.$18.3$0.85$17.5$2.09$1.22$0.86
2015Detailed filing. Detailed filing data is available for this year.$17.6$1.47$16.2$2.85$1.02$1.83
2014Detailed filing. Detailed filing data is available for this year.$15.9$0.98$15.0$3.04$0.99$2.05
2013Detailed filing. Detailed filing data is available for this year.$13.9$0.67$13.2$2.31$0.87$1.44
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.5$0.68$11.9$0.54
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.4$0.53$9.86$0.51
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.64$0.53$8.11$0.51