Civic Intelligence

Acra Local 725 Joint Apprentice & Training Committee Trust Fund

990 • Fiscal year 2019 • EIN 59-0950833

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 11, 2020

Organization ProfileARPEC.ORG
15800 Pines Blvd Suite 201Pembroke Pines, FL 33027

(754) 777-7735

Siviq Scores

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

Liabilities / Assets

24th percentile

0.02x

Higher debt load relative to assets than 24% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

25th percentile

0.05x

Higher debt load relative to revenue than 25% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

81st percentile

25%

Higher net margin than 81% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

45th percentile

$110,758

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 4.7% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

59th percentile

6.1%

Faster asset growth than 59% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

68th percentile

12%

Faster revenue growth than 68% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,574,881

Up $319,673 (+6.1%) from 2018

Net Assets

Up

$5,452,054

Up $587,865 (+12%) from 2018

Liabilities

Down

$122,827

Down $268,192 (-69%) from 2018

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin81st percentile

Revenue

Up

$2,343,922

Up $248,730 (+12%) from 2018

Expenses

Up

$1,756,057

Up $348,258 (+25%) from 2018

Net Income

Down

$587,865

Down $99,528 (-14%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $334,337Liabilities 2011: $28,982Net Assets 2011: $305,3552011Assets 2012: $277,482Liabilities 2012: $0Net Assets 2012: $277,4822012Assets 2013: $395,921Liabilities 2013: $0Net Assets 2013: $395,9212013Assets 2014: $397,071Liabilities 2014: $0Net Assets 2014: $397,0712014Assets 2015: $914,224Liabilities 2015: $0Net Assets 2015: $914,2242015Assets 2016: $3,558,332Liabilities 2016: $55,886Net Assets 2016: $3,502,4462016Assets 2017: $4,236,557Liabilities 2017: $59,761Net Assets 2017: $4,176,7962017Assets 2018: $5,255,208Liabilities 2018: $391,019Net Assets 2018: $4,864,1892018Assets 2019: $5,574,881Liabilities 2019: $122,827Net Assets 2019: $5,452,0542019Assets 2020: $6,227,102Liabilities 2020: $129,140Net Assets 2020: $6,097,9622020Assets 2021: $6,540,644Liabilities 2021: $160,634Net Assets 2021: $6,380,0102021Assets 2022: $6,595,582Liabilities 2022: $164,132Net Assets 2022: $6,431,4502022Assets 2023: $7,376,852Liabilities 2023: $237,508Net Assets 2023: $7,139,3442023Assets 2024: $7,994,890Liabilities 2024: $189,828Net Assets 2024: $7,805,0622024

Highlighted filing

2019

Assets$5,574,881
Liabilities$122,827
Net Assets$5,452,054
Open 2019 Filing

Operations Trend

Revenue Growth68th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $977,997Expenses 2011: $1,019,397Net Income 2011: -$41,4002011Revenue 2012: $1,013,690Expenses 2012: $1,041,563Net Income 2012: -$27,8732012Revenue 2013: $930,632Expenses 2013: $952,357Net Income 2013: -$21,7252013Revenue 2014: $1,061,383Expenses 2014: $1,060,233Net Income 2014: $1,1502014Revenue 2015: $1,805,675Expenses 2015: $1,288,522Net Income 2015: $517,1532015Revenue 2016: $1,197,688Expenses 2016: $1,328,440Net Income 2016: -$130,7522016Revenue 2017: $1,944,635Expenses 2017: $1,270,285Net Income 2017: $674,3502017Revenue 2018: $2,095,192Expenses 2018: $1,407,799Net Income 2018: $687,3932018Revenue 2019: $2,343,922Expenses 2019: $1,756,057Net Income 2019: $587,8652019Revenue 2020: $2,286,098Expenses 2020: $1,667,871Net Income 2020: $618,2272020Revenue 2021: $2,252,804Expenses 2021: $1,991,321Net Income 2021: $261,4832021Revenue 2022: $2,217,866Expenses 2022: $2,108,498Net Income 2022: $109,3682022Revenue 2023: $2,687,074Expenses 2023: $2,017,817Net Income 2023: $669,2572023Revenue 2024: $2,979,144Expenses 2024: $2,350,094Net Income 2024: $629,0502024

Highlighted filing

2019

Revenue$2,343,922
Expenses$1,756,057
Net Income$587,865
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 11, 2020
Return Version
2019v5.1
Gross Receipts
$2,343,922
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,790,651$2,740,045▼ $50,606
Cash and Non-Interest-Bearing Accounts$863,838$1,651,426▲ $787,588
Savings and Temporary Cash Investments$872,493$946,831▲ $74,338
Pledges and Grants Receivable$665,394$194,509▼ $470,885
Prepaid Expenses and Deferred Charges$62,832$42,070▼ $20,762
Total Assets$5,255,208$5,574,881▲ $319,673
Liabilities
Accounts Payable and Accrued Expenses$378,899$122,827▼ $256,072
Other Liabilities$12,120$0▼ $12,120
Total Liabilities$391,019$122,827▼ $268,192
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,864,189$5,452,054▲ $587,865
Total Net Assets Fund Balance$4,864,189$5,452,054▲ $587,865
Total Liabilities and Net Assets / Fund Balance$5,255,208$5,574,881▲ $319,673

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,439,666$674,700$2,114,366
Leasehold Improvements$915,122$308,696$1,223,818
Equipment$204,167$593,654$797,821
Other Land Buildings$96,095$131,503$227,598
Land$84,995-$84,995
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jason M HebbertTraining CoordinatorFT$110,758$110,758

Board Members and Trustees

NameTitle
Lawrence MeansTrustee/board Chair
Michael MuellerTrustee/board Chair
Chris FiguerasTrustee
Jose PonceTrustee
Julie DietrichTrustee
Kenneth ScottTrustee
Robert HeselkrantsTrustee
Thomas FlavellTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Hessian & Mckasy PaLegal Services3700 RBC PLAZA 60 S SIXTH STREET, Minneapolis, MN 55402$134,957
Revenue and Support

Revenue Composition

Contributions and Grants
$502,762
Program Service Revenue
$1,811,453
Investment Income
$3,249
Other Revenue
$26,458
All Other Contributions
$25,262
Change in Net Assets
$587,865

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,343,922
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,343,922
Total Revenue per Form 990
$2,343,922
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$918,920
Salaries, Compensation, and Employee Benefits$837,137
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$643,692$10,714-$654,406
Depreciation Depletion$166,258$18,884-$185,142
Other Employee Benefits$128,637$3,334-$131,971
Occupancy$91,495$10,328-$101,823
Fees for Services Legal-$100,303-$100,303
Office Expenses$55,543$18,905-$74,448
Conferences and Meetings$51,418$17,232-$68,650
Payroll Taxes$49,544$1,216-$50,760
Other Expenses$39,157$6,640-$39,157
All Other Expenses$16,959$11,119-$28,078
Fees for Services Accounting-$26,751-$26,751
Insurance$12,386$8,899-$21,285
Information Technology$7,309$830-$8,139
Advertising$2,138--$2,138
Total Functional Expenses$1,368,502$387,555$0$1,756,057

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,756,057
Total Expenses per Audited Statements$1,756,057
Total Expenses per Form 990$1,756,057
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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 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 11B

“The governing body will review the return before filing.”

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

“Trustees are asked to verify annually compliance with the conflict of interest policy. If a conflict of interest is disclosed, the interested party is asked to leave the board of trustees' meeting while the determination of a conflict of interest is discussed and voted upon. If the board of trustees determines that there is a conflict of interest, the chair of the board of trustees shall, if appropriate, appoint a disinterested party or committee to investigate alternatives to the proposed transaction or arrangement. If the chair is the party with the conflict of interest the co-chair shall appoint the disinterested party or committee.”

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

“The training director's compensation is reviewed annually and recommended by a committee of the board of trustees. The committee reviews and considers salary data for comparable positions with other organizations with executives performing similar duties. The committee then reviews the range of duties for the executive's position with that of similar positions, adjusting to reflect experience, complexity of issues and unique features of the position. The committee's recommendation is maintained as a part the records of the association.”

Form 990, Part VI, Section C, Line 19

“All of the organizations governing documents, policies, financial statements and tax returns are available upon request by writing to the fund office.”

Filing and Contact Details

Filer

Filer Name
Acra Local 725 Joint Apprentice &
EIN
59-0950833
Phone
7547777735
Address
15800 PINES BLVD SUITE 201, PEMBROKE PINES, FL 33027

Signing Officer

Name
Michael Mueller
Title
Board Chair
Phone
7547777735
Signed
2020-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Mueller
Formed
1960
Legal Domicile
Fl
Voting Board Members
8
Independent Board Members
8
Employees
31
Volunteers
8

Preparer

Firm
Plante & Moran Pllc
Address
250 S HIGH ST SUITE 100, COLUMBUS, OH 43215
Preparer
Amy Ciminello
Phone
6148493000
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“No changes in process since the prior year.”

Raw XML AppendixShowing 400 of 452 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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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16640
IRS990/OtherExpensesGrp/ProgramServicesAmt058454
IRS990/OtherExpensesGrp/ProgramServicesAmt145512
IRS990/OtherExpensesGrp/ProgramServicesAmt239157
IRS990/OtherExpensesGrp/TotalAmt0152400
IRS990/OtherExpensesGrp/TotalAmt165094
IRS990/OtherExpensesGrp/TotalAmt245512
IRS990/OtherExpensesGrp/TotalAmt339157
IRS990/OtherLiabilitiesGrp/BOYAmt012120
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0ACCOUNTING REVERSAL
IRS990/OtherRevenueMiscGrp/ExclusionAmt026458
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt026458
IRS990/OtherRevenueTotalAmt026458
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt010714
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0643692
IRS990/OtherSalariesAndWagesGrp/TotalAmt0654406
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01216
IRS990/PayrollTaxesGrp/ProgramServicesAmt049544
IRS990/PayrollTaxesGrp/TotalAmt050760
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0665394
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0194509
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt062832
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt042070
IRS990/PrincipalOfficerNm0MICHAEL MUELLER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611430
IRS990/ProgramServiceRevenueGrp/BusinessCd1611519
IRS990/ProgramServiceRevenueGrp/BusinessCd2611519
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1BOOK SALES
IRS990/ProgramServiceRevenueGrp/Desc2APPLICATION/CLASSROOM
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01738920
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt154273
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt218260
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01738920
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt154273
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt218260
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0356677
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt011146
IRS990/PYOtherExpensesAmt0655384
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01727369
IRS990/PYRevenuesLessExpensesAmt0687393
IRS990/PYSalariesCompEmpBnftPaidAmt0752415
IRS990/PYTotalExpensesAmt01407799
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02095192
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0587865
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01811453
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0872493
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0946831
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt01439666
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0674700
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02114366
IRS990ScheduleD/EquipmentGrp/BookValueAmt0204167
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0593654
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0797821
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01756057
IRS990ScheduleD/LandGrp/BookValueAmt084995
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt084995
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0915122
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0308696
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01223818
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt096095
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0131503
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0227598
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02343922
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02740045
IRS990ScheduleD/TotalExpensesPerForm990Amt01756057
IRS990ScheduleD/TotalRevenuePerForm990Amt02343922
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02343922
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01756057
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd00
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd00
IRS990ScheduleE/MaintainScholarshipsRecsInd00
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0ALL ADVERTISING FOR APPRENTICE APPLICATIONS INCLUDES THE STATEMENT THAT THE COMMITTEE DOES NOT DISCRIMINATE BASED ON RACE, SEX, RELIGION, ETC.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt14A: STUDENTS ARE INCLUDED REGARDLESS OF RACE OR OTHER ETHNICITIES, NO RECORDS SPECIFIC TO RACE, RELIGION, SEX ARE MAINTAINED.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE GOVERNING BODY WILL REVIEW THE RETURN BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUSTEES ARE ASKED TO VERIFY ANNUALLY COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. IF A CONFLICT OF INTEREST IS DISCLOSED, THE INTERESTED PARTY IS ASKED TO LEAVE THE BOARD OF TRUSTEES' MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. IF THE BOARD OF TRUSTEES DETERMINES THAT THERE IS A CONFLICT OF INTEREST, THE CHAIR OF THE BOARD OF TRUSTEES SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PARTY OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. IF THE CHAIR IS THE PARTY WITH THE CONFLICT OF INTEREST THE CO-CHAIR SHALL APPOINT THE DISINTERESTED PARTY OR COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRAINING DIRECTOR'S COMPENSATION IS REVIEWED ANNUALLY AND RECOMMENDED BY A COMMITTEE OF THE BOARD OF TRUSTEES. THE COMMITTEE REVIEWS AND CONSIDERS SALARY DATA FOR COMPARABLE POSITIONS WITH OTHER ORGANIZATIONS WITH EXECUTIVES PERFORMING SIMILAR DUTIES. THE COMMITTEE THEN REVIEWS THE RANGE OF DUTIES FOR THE EXECUTIVE'S POSITION WITH THAT OF SIMILAR POSITIONS, ADJUSTING TO REFLECT EXPERIENCE, COMPLEXITY OF ISSUES AND UNIQUE FEATURES OF THE POSITION. THE COMMITTEE'S RECOMMENDATION IS MAINTAINED AS A PART THE RECORDS OF THE ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL OF THE ORGANIZATIONS GOVERNING DOCUMENTS, POLICIES, FINANCIAL STATEMENTS AND TAX RETURNS ARE AVAILABLE UPON REQUEST BY WRITING TO THE FUND OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO CHANGES IN PROCESS SINCE THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
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/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05255208
IRS990/TotalAssetsEOYAmt05574881
IRS990/TotalAssetsGrp/BOYAmt05255208
IRS990/TotalAssetsGrp/EOYAmt05574881
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0502762
IRS990/TotalEmployeeCnt031
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0387555
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01368502
IRS990/TotalFunctionalExpensesGrp/TotalAmt01756057
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0391019
IRS990/TotalLiabilitiesEOYAmt0122827
IRS990/TotalLiabilitiesGrp/BOYAmt0391019
IRS990/TotalLiabilitiesGrp/EOYAmt0122827
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04864189
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05452054
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01368502
IRS990/TotalProgramServiceRevenueAmt01811453
IRS990/TotalReportableCompFromOrgAmt0110758
IRS990/TotalRevenueGrp/ExclusionAmt029707
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01811453
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02343922
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,574,881
Liabilities
$122,827
Net assets
$5,452,054
Revenue
$2,343,922
Expenses
$1,756,057
Net income
$587,865
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.99$0.19$7.81$2.98$2.35$0.63
2023Detailed filing. Detailed filing data is available for this year.$7.38$0.24$7.14$2.69$2.02$0.67
2022Detailed filing. Detailed filing data is available for this year.$6.60$0.16$6.43$2.22$2.11$0.11
2021Detailed filing. Detailed filing data is available for this year.$6.54$0.16$6.38$2.25$1.99$0.26
2020Detailed filing. Detailed filing data is available for this year.$6.23$0.13$6.10$2.29$1.67$0.62
2019Detailed filing. Detailed filing data is available for this year.$5.57$0.12$5.45$2.34$1.76$0.59
2018Detailed filing. Detailed filing data is available for this year.$5.26$0.39$4.86$2.10$1.41$0.69
2017Detailed filing. Detailed filing data is available for this year.$4.24$0.06$4.18$1.94$1.27$0.67
2016Detailed filing. Detailed filing data is available for this year.$3.56$0.06$3.50$1.20$1.33$0.13
2015Summary only. Only limited summary data is available for this year.$0.91$0.00$0.91$1.81$1.29$0.52
2014Summary only. Only limited summary data is available for this year.$0.40$0.00$0.40$1.06$1.06$0.00
2013Summary only. Only limited summary data is available for this year.$0.40$0.00$0.40$0.93$0.95$0.02
2012Summary only. Only limited summary data is available for this year.$0.28$0.00$0.28$1.01$1.04$0.03
2011Summary only. Only limited summary data is available for this year.$0.33$0.03$0.31$0.98$1.02$0.04