Civic Intelligence

Plumbers & Pipefitters Local Union No 421 Joint Training Fund

990 • Fiscal year 2023 • EIN 57-1052701

Jul 01, 2022 to Jun 30, 2023 • Filed on May 03, 2024

Organization Profile
2556 Oscar Johnson DriveNorth Charleston, SC 29405

(704) 721-0517

Siviq Scores

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

Liabilities / Assets

67th percentile

0.04x

Higher debt load relative to assets than 67% of similar nonprofits.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

70th percentile

0.07x

Higher debt load relative to revenue than 70% of similar nonprofits.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2023

Net Margin

22nd percentile

-4.0%

Higher net margin than 22% of similar nonprofits.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

52nd percentile

$103,110

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 5.6% of source-year revenue.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2023

Asset Growth

34th percentile

1.1%

Faster asset growth than 34% of similar nonprofits.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

15th percentile

-9.8%

Faster revenue growth than 15% of similar nonprofits.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$3,250,188

Up $35,251 (+1.1%) from 2022

Net Assets

Down

$3,120,987

Down $62,907 (-2.0%) from 2022

Liabilities

Up

$129,201

Up $98,158 (+316%) from 2022

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin22nd percentile

Revenue

Down

$1,844,601

Down $201,085 (-9.8%) from 2022

Expenses

Up

$1,919,032

Up $208,731 (+12%) from 2022

Net Income

Down

-$74,431

Down $409,816 (-122%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,034,869Liabilities 2011: $204,118Net Assets 2011: $830,7512011Assets 2012: $1,085,205Liabilities 2012: $185,982Net Assets 2012: $899,2232012Assets 2013: $1,039,166Liabilities 2013: $152,013Net Assets 2013: $887,1532013Assets 2014: $1,361,848Liabilities 2014: $400,292Net Assets 2014: $961,5562014Assets 2015: $2,011,032Liabilities 2015: $956,938Net Assets 2015: $1,054,0942015Assets 2016: $2,043,574Liabilities 2016: $866,449Net Assets 2016: $1,177,1252016Assets 2017: $2,029,811Liabilities 2017: $838,209Net Assets 2017: $1,191,6022017Assets 2018: $1,820,906Liabilities 2018: $785,717Net Assets 2018: $1,035,1892018Assets 2019: $2,513,436Liabilities 2019: $712,091Net Assets 2019: $1,801,3452019Assets 2020: $3,163,007Liabilities 2020: $644,899Net Assets 2020: $2,518,1082020Assets 2021: $3,447,029Liabilities 2021: $595,745Net Assets 2021: $2,851,2842021Assets 2022: $3,214,937Liabilities 2022: $31,043Net Assets 2022: $3,183,8942022Assets 2023: $3,250,188Liabilities 2023: $129,201Net Assets 2023: $3,120,9872023Assets 2024: $4,117,337Liabilities 2024: $289,612Net Assets 2024: $3,827,7252024Assets 2025: $5,251,672Liabilities 2025: $68,231Net Assets 2025: $5,183,4412025

Highlighted filing

2023

Assets$3,250,188
Liabilities$129,201
Net Assets$3,120,987
Open 2023 Filing

Operations Trend

Revenue Growth15th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $1,014,746Expenses 2011: $904,192Net Income 2011: $110,5542011Revenue 2012: $943,946Expenses 2012: $875,474Net Income 2012: $68,4722012Revenue 2013: $962,684Expenses 2013: $974,754Net Income 2013: -$12,0702013Revenue 2014: $1,102,299Expenses 2014: $1,027,896Net Income 2014: $74,4032014Revenue 2015: $1,483,896Expenses 2015: $1,391,358Net Income 2015: $92,5382015Revenue 2016: $1,555,141Expenses 2016: $1,432,110Net Income 2016: $123,0312016Revenue 2017: $1,450,061Expenses 2017: $1,435,584Net Income 2017: $14,4772017Revenue 2018: $1,423,058Expenses 2018: $1,579,471Net Income 2018: -$156,4132018Revenue 2019: $2,255,979Expenses 2019: $1,489,823Net Income 2019: $766,1562019Revenue 2020: $2,116,225Expenses 2020: $1,399,462Net Income 2020: $716,7632020Revenue 2021: $1,742,524Expenses 2021: $1,409,348Net Income 2021: $333,1762021Revenue 2022: $2,045,686Expenses 2022: $1,710,301Net Income 2022: $335,3852022Revenue 2023: $1,844,601Expenses 2023: $1,919,032Net Income 2023: -$74,4312023Revenue 2024: $3,237,932Expenses 2024: $2,544,581Net Income 2024: $693,3512024Revenue 2025: $3,938,056Expenses 2025: $2,594,177Net Income 2025: $1,343,8792025

Highlighted filing

2023

Revenue$1,844,601
Expenses$1,919,032
Net Income-$74,431
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 3, 2024
Return Version
2022v5.0
Gross Receipts
$1,844,601
Mission and Program Overview

Mission

The fund provides education and training to apprentices and journeymen as provided by the collective bargaining agreement.

The Funds purpose is to provide training and education benefits to eligible participants under terms of various collective bargaining agreements.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,475,778$1,504,369▲ $28,591
Savings and Temporary Cash Investments$1,127,570$1,092,733▼ $34,837
Cash and Non-Interest-Bearing Accounts$318,176$263,062▼ $55,114
Investments in Publicly Traded Securities$197,225$218,696▲ $21,471
Accounts Receivable$92,088$167,828▲ $75,740
Total Assets$3,214,937$3,250,188▲ $35,251
Other Assets Total$4,100$3,500▼ $600
Liabilities
Accounts Payable and Accrued Expenses$31,043$129,201▲ $98,158
Total Liabilities$31,043$129,201▲ $98,158
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,183,894$3,120,987▼ $62,907
Total Net Assets Fund Balance$3,183,894$3,120,987▼ $62,907
Total Liabilities and Net Assets / Fund Balance$3,214,937$3,250,188▲ $35,251

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$920,922$571,016-
Land$302,188--
Equipment$281,259$488,399-
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Evelio MartinezTrianing DirectorFT$103,110$103,110

Board Members and Trustees

NameTitle
Caroll GarrettTrustee
Donna MooneyTrustee
Keith BastonTrustee
Lance BarnhardtTrustee
Robert A HughesTrustee
Rod HargraveTrustee
Tim ClarkTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$352,003
Program Service Revenue
$1,373,317
Investment Income
$11,533
Other Revenue
$107,748
All Other Contributions
$352,003
Change in Net Assets
$-74,431

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,844,601
Revenue Not Reported on Form 990
$11,524
Total Revenue per Audited Statements
$1,856,125
Total Revenue per Form 990
$1,844,601
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$974,972
Salaries, Compensation, and Employee Benefits$937,667
Grants and Similar Amounts Paid$6,393
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$712,209--$712,209
Conferences and Meetings$147,919--$147,919
Office Expenses$104,803--$104,803
Current Officers, Directors, Trustees, and Key Employees$103,110--$103,110
Depreciation Depletion$94,133--$94,133
Occupancy$83,661--$83,661
Other Employee Benefits$81,052--$81,052
Other Expenses$59,245--$59,245
Pension Plan Contributions$41,296--$41,296
Fees for Services Accounting$40,635--$40,635
Insurance$20,923--$20,923
All Other Expenses$7,367--$7,367
Grants to Domestic Orgs$6,393--$6,393
Fees for Services Legal$2,661--$2,661
Total Functional Expenses$1,919,032$0$0$1,919,032

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,919,032
Total Expenses per Audited Statements$1,919,032
Total Expenses per Form 990$1,919,032
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Due to International Training Fund-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
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 B, Line 11A

“The return is prepared by the Funds independent certified public accountants which also perform an audit of the Funds books and records. The return is then provided to the Trustees for review and signature.”

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

“The Fund is subject to ERISA and the Trustees conform to its regulations. Section 404 and 406 of ERISA contain strict fiduciary rules and conflicts of interest prohibitions. The Trustees monitor and enforce the Funds compliance with ERISA with the assisstance of the Funds professionals.”

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

“Directors salary is set by the Trustees all other wages are determined by the Director and approved by the Trustees.”

Form 990, Part VI, Section C, Line 19

“The Funds governing documents, policies, financial statements, and tax returns are available upon written request to the Funds Administrator and requesting a copy.”

Filing and Contact Details

Filer

Filer Name
Plumbers & Pipefitters LU 421 Training Fund
EIN
57-1052701
Phone
7047210517
Address
2556 Oscar Johnson Drive, North Charleston, SC 29405
Doing Business As
Mechanical Trades Carolina

Signing Officer

Name
Robert A Hughes
Title
Trustee
Phone
7047210517
Signed
2024-05-03
Discuss with paid preparer
Yes

Organization Details

Formed
1999
Legal Domicile
Sc
Voting Board Members
8
Independent Board Members
8
Employees
8

Preparer

Firm
LaPadula Carlson Co
Address
550 Biltmore Way Suite 1200, Coral Gables, FL 33134
Preparer
Sharon Carlson
Phone
3055299300
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The Board of Trustees is responsible for the selection and review of the independent accountants.”

Financial Statement Notes

X 2

“The Trustees have evaluated the tax positions taken by the Fund and have concluded that as of June 30, 2023, there are no uncertain positions taken or expected to be taken, that would require the recognition of a liability or asset or disclosure in the financial statements. The Fund is subject to routine audits by taxing jurisdictions until the applicable statutes of limitations expire.”

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IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Robert A Hughes
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0Employer Contributions
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01373317
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0481894
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt020332
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0853710
IRS990/PYOtherRevenueAmt084232
IRS990/PYProgramServiceRevenueAmt01459228
IRS990/PYRevenuesLessExpensesAmt0335385
IRS990/PYSalariesCompEmpBnftPaidAmt0856591
IRS990/PYTotalExpensesAmt01710301
IRS990/PYTotalRevenueAmt02045686
IRS990/QuidProQuoContributionsInd0false
IRS990/QuidProQuoContriDisclInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-74431
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01127570
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01092733
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0920922
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0571016
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt01491938
IRS990ScheduleD/EquipmentGrp/BookValueAmt0281259
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0488399
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0769658
IRS990ScheduleD/ExpensesSubtotalAmt01919032
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/LandGrp/BookValueAmt0302188
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0302188
IRS990ScheduleD/NetUnrealizedGainsInvstAmt011524
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Due to International Training Fund
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/RevenueNotReportedAmt011524
IRS990ScheduleD/RevenueSubtotalAmt01844601
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Trustees have evaluated the tax positions taken by the Fund and have concluded that as of June 30, 2023, there are no uncertain positions taken or expected to be taken, that would require the recognition of a liability or asset or disclosure in the financial statements. The Fund is subject to routine audits by taxing jurisdictions until the applicable statutes of limitations expire.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0X 2
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01504369
IRS990ScheduleD/TotalExpensesPerForm990Amt01919032
IRS990ScheduleD/TotalRevenuePerForm990Amt01844601
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01856125
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01919032
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0false
IRS990ScheduleE/MaintainScholarshipsRecsInd0false
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The return is prepared by the Funds independent certified public accountants which also perform an audit of the Funds books and records. The return is then provided to the Trustees for review and signature.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Fund is subject to ERISA and the Trustees conform to its regulations. Section 404 and 406 of ERISA contain strict fiduciary rules and conflicts of interest prohibitions. The Trustees monitor and enforce the Funds compliance with ERISA with the assisstance of the Funds professionals.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Directors salary is set by the Trustees all other wages are determined by the Director and approved by the Trustees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Funds governing documents, policies, financial statements, and tax returns are available upon written request to the Funds Administrator and requesting a copy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Board of Trustees is responsible for the selection and review of the independent accountants.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XII, Line 2c
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03214937
IRS990/TotalAssetsEOYAmt03250188
IRS990/TotalAssetsGrp/BOYAmt03214937
IRS990/TotalAssetsGrp/EOYAmt03250188
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0352003
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01919032
IRS990/TotalFunctionalExpensesGrp/TotalAmt01919032
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt031043
IRS990/TotalLiabilitiesEOYAmt0129201
IRS990/TotalLiabilitiesGrp/BOYAmt031043
IRS990/TotalLiabilitiesGrp/EOYAmt0129201
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03183894
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03120987
IRS990/TotalProgramServiceExpensesAmt01919032
IRS990/TotalProgramServiceRevenueAmt01373317
IRS990/TotalReportableCompFromOrgAmt0103110
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01844601
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03214937
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03250188
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02556 Oscar Johnson Drive
IRS990/USAddress/CityNm0N Charleston
IRS990/USAddress/StateAbbreviationCd0SC
IRS990/USAddress/ZIPCd029405
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert A Hughes
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum07047210517
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Plumbers & Pipefitters LU 421 Training Fund
ReturnHeader/Filer/BusinessNameControlTxt0PLUM
ReturnHeader/Filer/EIN0571052701
ReturnHeader/Filer/PhoneNum07047210517
ReturnHeader/Filer/USAddress/AddressLine1Txt02556 Oscar Johnson Drive
ReturnHeader/Filer/USAddress/CityNm0North Charleston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029405
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650292391
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LaPadula Carlson Co
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0550 Biltmore Way Suite 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Coral Gables
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033134
ReturnHeader/PreparerPersonGrp/PhoneNum03055299300
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sharon Carlson

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,250,188
Liabilities
$129,201
Net assets
$3,120,987
Revenue
$1,844,601
Expenses
$1,919,032
Net income
-$74,431
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.25$0.07$5.18$3.94$2.59$1.34
2024Detailed filing. Detailed filing data is available for this year.$4.12$0.29$3.83$3.24$2.54$0.69
2023Detailed filing. Detailed filing data is available for this year.$3.25$0.13$3.12$1.84$1.92$0.07
2022Detailed filing. Detailed filing data is available for this year.$3.21$0.03$3.18$2.05$1.71$0.34
2021Detailed filing. Detailed filing data is available for this year.$3.45$0.60$2.85$1.74$1.41$0.33
2020Summary only. Only limited summary data is available for this year.$3.16$0.64$2.52$2.12$1.40$0.72
2019Summary only. Only limited summary data is available for this year.$2.51$0.71$1.80$2.26$1.49$0.77
2018Summary only. Only limited summary data is available for this year.$1.82$0.79$1.04$1.42$1.58$0.16
2017Summary only. Only limited summary data is available for this year.$2.03$0.84$1.19$1.45$1.44$0.01
2016Summary only. Only limited summary data is available for this year.$2.04$0.87$1.18$1.56$1.43$0.12
2015Detailed filing. Detailed filing data is available for this year.$2.01$0.96$1.05$1.48$1.39$0.09
2014Summary only. Only limited summary data is available for this year.$1.36$0.40$0.96$1.10$1.03$0.07
2013Summary only. Only limited summary data is available for this year.$1.04$0.15$0.89$0.96$0.97$0.01
2012Summary only. Only limited summary data is available for this year.$1.09$0.19$0.90$0.94$0.88$0.07
2011Summary only. Only limited summary data is available for this year.$1.03$0.20$0.83$1.01$0.90$0.11