Civic Intelligence

Acra Local 725 Joint Apprenticeship and Training Committee Trust

990 • Fiscal year 2020 • EIN 59-0950833

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 09, 2021

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

22nd percentile

0.02x

Higher debt load relative to assets than 22% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

22nd percentile

0.06x

Higher debt load relative to revenue than 22% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

81st percentile

27%

Higher net margin than 81% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

59th percentile

$140,276

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 6.1% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

63rd percentile

12%

Faster asset growth than 63% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

40th percentile

-2.5%

Faster revenue growth than 40% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$6,227,102

Up $652,221 (+12%) from 2019

Net Assets

Up

$6,097,962

Up $645,908 (+12%) from 2019

Liabilities

Up

$129,140

Up $6,313 (+5.1%) from 2019

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin81st percentile

Revenue

Down

$2,286,098

Down $57,824 (-2.5%) from 2019

Expenses

Down

$1,667,871

Down $88,186 (-5.0%) from 2019

Net Income

Up

$618,227

Up $30,362 (+5.2%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2020

Assets$6,227,102
Liabilities$129,140
Net Assets$6,097,962
Open 2020 Filing

Operations Trend

Revenue Growth40th 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

2020

Revenue$2,286,098
Expenses$1,667,871
Net Income$618,227
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 9, 2021
Return Version
2020v4.1
Gross Receipts
$2,286,098
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$2,740,045$2,668,077▼ $71,968
Cash and Non-Interest-Bearing Accounts$1,651,426$2,058,563▲ $407,137
Savings and Temporary Cash Investments$946,831$722,835▼ $223,996
Investments in Publicly Traded Securities$0$537,946▲ $537,946
Pledges and Grants Receivable$194,509$196,808▲ $2,299
Prepaid Expenses and Deferred Charges$42,070$42,873▲ $803
Total Assets$5,574,881$6,227,102▲ $652,221
Liabilities
Accounts Payable and Accrued Expenses$122,827$129,140▲ $6,313
Total Liabilities$122,827$129,140▲ $6,313
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,452,054$6,097,962▲ $645,908
Total Net Assets Fund Balance$5,452,054$6,097,962▲ $645,908
Total Liabilities and Net Assets / Fund Balance$5,574,881$6,227,102▲ $652,221

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,384,461$729,906$2,114,367
Leasehold Improvements$873,614$365,434$1,239,048
Equipment$235,497$652,562$888,059
Other Land Buildings$89,510$144,488$233,998
Land$84,995-$84,995
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jason M HebbertTraining CoordinatorFT$107,581$32,695$140,276

Board Members and Trustees

NameTitle
Lawrence MeansTrustee/co-chair
Michael MuellerTrustee/co-chair
Daniel LlosentAlternate Trustee
Chris FiguerasTrustee
Jose PonceTrustee
Julie DietrichTrustee
Kenneth ScottTrustee
Robert HeslekrantsTrustee
Thomas FlavellTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$501,300
Program Service Revenue
$1,770,910
Investment Income
$12,594
Other Revenue
$1,294
All Other Contributions
$41,300
Change in Net Assets
$618,227

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$30,000Fair Market Value (FMV)
Total Noncash Contributions1$30,000-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,286,098
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$27,681
Total Revenue per Audited Statements
$2,313,779
Total Revenue per Form 990
$2,286,098
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$883,942
Salaries, Compensation, and Employee Benefits$783,929
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$604,971$11,073-$616,044
Depreciation Depletion$165,269$18,568-$183,837
Other Employee Benefits$116,326$3,270-$119,596
Fees for Services Legal-$110,871-$110,871
Occupancy$92,657$10,498-$103,155
All Other Expenses$39,197$14,228-$53,425
Payroll Taxes$46,984$1,305-$48,289
Insurance$14,110$8,789-$22,899
Fees for Services Accounting-$17,209-$17,209
Office Expenses-$13,269-$13,269
Conferences and Meetings$8,156$1,060-$9,216
Information Technology$8,696$168-$8,864
Advertising$5,028--$5,028
Other Expenses$433$49-$482
Total Functional Expenses$1,181,514$486,357$0$1,667,871

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,667,871
Total Expenses per Audited Statements$1,667,871
Total Expenses per Form 990$1,667,871
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
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
2021-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Mueller
Formed
1960
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
9
Employees
29
Volunteers
9

Preparer

Firm
Plante & Moran Pllc
Address
200 N MARTINGALE RD STE 900, SCHAUMBURG, IL 60173-2044
Preparer
Jessica Toader
Phone
8476976161
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt013269
IRS990/OfficeExpensesGrp/TotalAmt013269
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03270
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0116326
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0119596
IRS990/OtherExpensesGrp/Desc0MANAGEMENT FEES
IRS990/OtherExpensesGrp/Desc1BOOKS
IRS990/OtherExpensesGrp/Desc2TRAINING SUPPLIES
IRS990/OtherExpensesGrp/Desc3LICENSES AND DUES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0276000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt149
IRS990/OtherExpensesGrp/ProgramServicesAmt040006
IRS990/OtherExpensesGrp/ProgramServicesAmt139681
IRS990/OtherExpensesGrp/ProgramServicesAmt2433
IRS990/OtherExpensesGrp/TotalAmt0276000
IRS990/OtherExpensesGrp/TotalAmt140006
IRS990/OtherExpensesGrp/TotalAmt239681
IRS990/OtherExpensesGrp/TotalAmt3482
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLAENOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01294
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01294
IRS990/OtherRevenueTotalAmt01294
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt011073
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0604971
IRS990/OtherSalariesAndWagesGrp/TotalAmt0616044
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01305
IRS990/PayrollTaxesGrp/ProgramServicesAmt046984
IRS990/PayrollTaxesGrp/TotalAmt048289
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0194509
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0196808
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt042070
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt042873
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/RelatedOrExemptFuncIncomeAmt01718365
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt141065
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt211480
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01718365
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt141065
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt211480
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0502762
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt03249
IRS990/PYOtherExpensesAmt0918920
IRS990/PYOtherRevenueAmt026458
IRS990/PYProgramServiceRevenueAmt01811453
IRS990/PYRevenuesLessExpensesAmt0587865
IRS990/PYSalariesCompEmpBnftPaidAmt0837137
IRS990/PYTotalExpensesAmt01756057
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02343922
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0618227
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01772204
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0946831
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0722835
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/BookValueAmt01384461
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0729906
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02114367
IRS990ScheduleD/EquipmentGrp/BookValueAmt0235497
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0652562
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0888059
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01667871
IRS990ScheduleD/LandGrp/BookValueAmt084995
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt084995
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0873614
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0365434
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01239048
IRS990ScheduleD/NetUnrealizedGainsInvstAmt027681
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt089510
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0144488
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0233998
IRS990ScheduleD/RevenueNotReportedAmt027681
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02286098
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02668077
IRS990ScheduleD/TotalExpensesPerForm990Amt01667871
IRS990ScheduleD/TotalRevenuePerForm990Amt02286098
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02313779
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01667871
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
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt01
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0REFRIG. EQUIP.
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt030000
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0THE NUMBER OF CONTRIBUTIONS COLUMN REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED.
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, COLUMN (B):
IRS990ScheduleM/ThirdPartiesUsedInd00
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/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
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05574881
IRS990/TotalAssetsEOYAmt06227102
IRS990/TotalAssetsGrp/BOYAmt05574881
IRS990/TotalAssetsGrp/EOYAmt06227102
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0501300
IRS990/TotalEmployeeCnt029
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00

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Filings

Displayed year

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

Open filing
Assets
$6,227,102
Liabilities
$129,140
Net assets
$6,097,962
Revenue
$2,286,098
Expenses
$1,667,871
Net income
$618,227
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