Civic Intelligence

Florida Carpenters Training Trust Fund

990 • Fiscal year 2019 • EIN 59-1300080

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 05, 2020

Organization Profile
2840 Northwest 27th AvenueFt Lauderdale, FL 33311

(954) 739-9200

Siviq Scores

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

Liabilities / Assets

56th percentile

0.02x

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

2019 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

58th percentile

0.04x

Higher debt load relative to revenue than 58% of similar nonprofits.

2019 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2019

Net Margin

46th percentile

5.6%

Higher net margin than 46% of similar nonprofits.

2019 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$119,423

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2019

Asset Growth

53rd percentile

6.8%

Faster asset growth than 53% of similar nonprofits.

2019 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

73rd percentile

10%

Faster revenue growth than 73% of similar nonprofits.

2019 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$4,352,772

Up $275,528 (+6.8%) from 2018

Net Assets

Up

$4,263,193

Up $193,949 (+4.8%) from 2018

Liabilities

Up

$89,579

Up $81,579 (+1020%) from 2018

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin46th percentile

Revenue

Up

$2,515,701

Up $231,302 (+10%) from 2018

Expenses

Up

$2,375,830

Up $70,840 (+3.1%) from 2018

Net Income

Up

$139,871

Up $160,462 (+779%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,764,613Liabilities 2011: $61,101Net Assets 2011: $3,703,5122011Assets 2012: $4,053,973Liabilities 2012: $37,057Net Assets 2012: $4,016,9162012Assets 2013: $4,439,028Liabilities 2013: $27,949Net Assets 2013: $4,411,0792013Assets 2014: $4,309,250Liabilities 2014: $26,744Net Assets 2014: $4,282,5062014Assets 2015: $4,020,553Liabilities 2015: $64,594Net Assets 2015: $3,955,9592015Assets 2016: $4,126,193Liabilities 2016: $47,491Net Assets 2016: $4,078,7022016Assets 2017: $4,106,499Liabilities 2017: $38,540Net Assets 2017: $4,067,9592017Assets 2018: $4,077,244Liabilities 2018: $8,000Net Assets 2018: $4,069,2442018Assets 2019: $4,352,772Liabilities 2019: $89,579Net Assets 2019: $4,263,1932019Assets 2020: $4,668,484Liabilities 2020: $74,189Net Assets 2020: $4,594,2952020Assets 2021: $5,143,507Liabilities 2021: $61,792Net Assets 2021: $5,081,7152021Assets 2022: $4,860,653Liabilities 2022: $41,706Net Assets 2022: $4,818,9472022Assets 2023: $4,616,159Liabilities 2023: $110,202Net Assets 2023: $4,505,9572023Assets 2024: $4,335,686Liabilities 2024: $96,845Net Assets 2024: $4,238,8412024

Highlighted filing

2019

Assets$4,352,772
Liabilities$89,579
Net Assets$4,263,193
Open 2019 Filing

Operations Trend

Revenue Growth73rd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $2,076,385Expenses 2011: $2,734,903Net Income 2011: -$658,5182011Revenue 2012: $2,492,217Expenses 2012: $2,178,363Net Income 2012: $313,8542012Revenue 2013: $2,337,584Expenses 2013: $1,943,421Net Income 2013: $394,1632013Revenue 2014: $1,745,814Expenses 2014: $1,874,387Net Income 2014: -$128,5732014Revenue 2015: $1,756,013Expenses 2015: $2,082,560Net Income 2015: -$326,5472015Revenue 2016: $2,328,149Expenses 2016: $2,205,406Net Income 2016: $122,7432016Revenue 2017: $2,418,035Expenses 2017: $2,428,778Net Income 2017: -$10,7432017Revenue 2018: $2,284,399Expenses 2018: $2,304,990Net Income 2018: -$20,5912018Revenue 2019: $2,515,701Expenses 2019: $2,375,830Net Income 2019: $139,8712019Revenue 2020: $2,764,278Expenses 2020: $2,374,980Net Income 2020: $389,2982020Revenue 2021: $2,434,736Expenses 2021: $2,147,719Net Income 2021: $287,0172021Revenue 2022: $2,107,026Expenses 2022: $2,265,985Net Income 2022: -$158,9592022Revenue 2023: $2,397,803Expenses 2023: $2,710,793Net Income 2023: -$312,9902023Revenue 2024: $2,594,263Expenses 2024: $2,861,379Net Income 2024: -$267,1162024

Highlighted filing

2019

Revenue$2,515,701
Expenses$2,375,830
Net Income$139,871
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 5, 2020
Return Version
2018v3.1
Gross Receipts
$2,546,293
Mission and Program Overview

Mission

The Fund provides education and training to apprentices and journeymen as provided by the collective bargaining agreements.

The Funds purpose is to provide training and education benefits to eligible participants under terms of collective bargaining agreements between the various employers and the Florida Carpenters Regional Council.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,922,653$1,975,501▲ $52,848
Land, Buildings, and Equipment, Net$1,187,455$1,354,271▲ $166,816
Cash and Non-Interest-Bearing Accounts$902,987$931,412▲ $28,425
Savings and Temporary Cash Investments$52,724$80,163▲ $27,439
Total Assets$4,077,244$4,352,772▲ $275,528
Other Assets Total$11,425$11,425→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property-$81,579-
Other Liabilities$8,000$8,000→ $0
Total Liabilities$8,000$89,579▲ $81,579
Net Assets / Fund Balance
Unrestricted Net Assets$4,069,244$4,263,193▲ $193,949
Total Net Assets Fund Balance$4,069,244$4,263,193▲ $193,949
Total Liabilities and Net Assets / Fund Balance$4,077,244$4,352,772▲ $275,528

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$766,098$1,712,539$2,478,637
Leasehold Improvements$317,011$258,227$575,238
Equipment$128,781$414,907$543,688
Other Land Buildings$77,031$120,414$197,445
Land$65,350-$65,350
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jimmie Jordan JrDirectorFT$119,423$119,423

Board Members and Trustees

NameTitle
James BanksTrustee, Chairman
Matt SwansonTrustee, Vice Chair
Cliff TuckerTrustee
Conrad VarnumTrustee
Frank D'AngeloTrustee
Harold RichardsonTrustee
Joseph CrewsTrustee
Karl LampinenTrustee
Paul FrenchTrustee
Randy PageTrustee
Scott AlfeleTrustee
Doug WalkerTrustee, Vice Secretary
Preston TaylorTrustee. Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$465,430
Program Service Revenue
$1,729,475
Investment Income
$41,680
Other Revenue
$279,116
Change in Net Assets
$139,871

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,500,817
Revenue Not Reported on Financial Statements
$14,884
Revenue Not Reported on Form 990
$84,670
Total Revenue per Audited Statements
$2,585,487
Total Revenue per Form 990
$2,515,701
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,521,146
Other Expenses$854,684
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$902,920--$902,920
Other Employee Benefits$417,859--$417,859
Conferences and Meetings$185,900--$185,900
Depreciation Depletion$124,781--$124,781
Current Officers, Directors, Trustees, and Key Employees$119,423--$119,423
Occupancy$104,374--$104,374
Advertising$88,420--$88,420
Payroll Taxes$80,944--$80,944
Insurance$66,090--$66,090
All Other Expenses$49,633--$49,633
Other Expenses$33,078--$33,078
Fees for Services Accounting$19,841--$19,841
Office Expenses$16,111--$16,111
Fees for Service Investment Mgmnt Fees$14,884--$14,884
Fees for Services Legal$4,849--$4,849
Interest$2,475--$2,475
Total Functional Expenses$2,375,830$0$0$2,375,830

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,391,538
Total Expenses per Form 990$2,375,830
Expenses per Audited Statements$2,360,946
Expenses Not Reported on Form 990$30,592
Expenses Not Reported on Financial Statements$14,884
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

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

Other Reported Liabilities

LiabilityAmount
Federal income taxes$8,000
Security Deposit-
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
Yes
Other officer compensation reviewed
Yes
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 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 assistance of the Funds professionals.”

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

“Salary is discussed, proposed and negotiated by the Board of Trustee.”

Form 990, Part VI, Section C, Line 19

“As required by ERISA the Funds governing documents, policies, financial statements and tax returns are available upon written request.”

Filing and Contact Details

Filer

Filer Name
Florida Carpenters Training Trust Fund
EIN
59-1300080
Phone
9547399200
Address
2840 Northwest 27th Avenue, Ft Lauderdale, FL 33311

Signing Officer

Name
James Banks
Title
Chairman
Signed
2020-02-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Banks
Formed
2002
Legal Domicile
Fl
Voting Board Members
15
Independent Board Members
15
Employees
45

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 1

“The Fund uses The modified cash basis of accounting in which certain revenues and the related assets are recognized when received rather than when earned, certain expenses and the related liabilities are recognized when paid rather than when the obligation is incurred, and depreciation is recorded on capitalized assets.”

Financial Statement Notes

X 2

“The Trustees have evaluated the tax positions taken by the Fund and have concluded that as of June 30, 2019, 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.”

XI 2D

“Expenses incured during the year to maintain rental property.”

XII 2D

“Expenses incured during the year to maintain rental property.”

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IRS990/LegalDomicileStateCd0FL
IRS990/LessRentalExpensesGrp/RealAmt030592
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0515
IRS990/MissionDesc0The Fund provides education and training to apprentices and journeymen as provided by the collective bargaining agreements.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt081579
IRS990/NetAssetsOrFundBalancesBOYAmt04069244
IRS990/NetAssetsOrFundBalancesEOYAmt04263193
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt010000
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt017408
IRS990/NetUnrelatedBusTxblIncmAmt016408
IRS990/NetUnrlzdGainsLossesInvstAmt054078
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt0104374
IRS990/OccupancyGrp/TotalAmt0104374
IRS990/OfficeExpensesGrp/ProgramServicesAmt016111
IRS990/OfficeExpensesGrp/TotalAmt016111
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt011425
IRS990/OtherAssetsTotalGrp/EOYAmt011425
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0417859
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0417859
IRS990/OtherExpensesGrp/Desc0Repair and Maintenance
IRS990/OtherExpensesGrp/Desc1Dues and Subscriptions
IRS990/OtherExpensesGrp/Desc2Education Materials
IRS990/OtherExpensesGrp/Desc3Auto Expense
IRS990/OtherExpensesGrp/ProgramServicesAmt049960
IRS990/OtherExpensesGrp/ProgramServicesAmt18587
IRS990/OtherExpensesGrp/ProgramServicesAmt285701
IRS990/OtherExpensesGrp/ProgramServicesAmt333078
IRS990/OtherExpensesGrp/TotalAmt049960
IRS990/OtherExpensesGrp/TotalAmt18587
IRS990/OtherExpensesGrp/TotalAmt285701
IRS990/OtherExpensesGrp/TotalAmt333078
IRS990/OtherLiabilitiesGrp/BOYAmt08000
IRS990/OtherLiabilitiesGrp/EOYAmt08000
IRS990/OtherRevenueMiscGrp/Desc0Reimbursed Expenses
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0261193
IRS990/OtherRevenueTotalAmt0261708
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0902920
IRS990/OtherSalariesAndWagesGrp/TotalAmt0902920
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt080944
IRS990/PayrollTaxesGrp/TotalAmt080944
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0James Banks
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0Employer Contributions
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01729475
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01729475
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0502938
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt035021
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0689955
IRS990/PYOtherRevenueAmt018720
IRS990/PYProgramServiceRevenueAmt01727720
IRS990/PYRevenuesLessExpensesAmt0-20591
IRS990/PYSalariesCompEmpBnftPaidAmt01615035
IRS990/PYTotalExpensesAmt02304990
IRS990/PYTotalRevenueAmt02284399
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0139871
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt017408
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt052724
IRS990/SavingsAndTempCashInvstGrp/EOYAmt080163
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0766098
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01712539
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02478637
IRS990ScheduleD/EquipmentGrp/BookValueAmt0128781
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0414907
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0543688
IRS990ScheduleD/ExpensesNotReportedAmt030592
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt014884
IRS990ScheduleD/ExpensesSubtotalAmt02360946
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt014884
IRS990ScheduleD/InvestmentExpensesNotIncldAmt014884
IRS990ScheduleD/LandGrp/BookValueAmt065350
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt065350
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0317011
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0258227
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0575238
IRS990ScheduleD/NetUnrealizedGainsInvstAmt054078
IRS990ScheduleD/OtherExpensesIncludedAmt030592
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt077031
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0120414
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0197445
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt08000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Security Deposit
IRS990ScheduleD/OtherRevenueAmt030592
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/RevenueNotReportedAmt084670
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt014884
IRS990ScheduleD/RevenueSubtotalAmt02500817
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Trustees have evaluated the tax positions taken by the Fund and have concluded that as of June 30, 2019, 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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Expenses incured during the year to maintain rental property.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Expenses incured during the year to maintain rental property.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0X 2
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1XI 2d
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2XII 2d
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01354271
IRS990ScheduleD/TotalExpensesPerForm990Amt02375830
IRS990ScheduleD/TotalLiabilityAmt08000
IRS990ScheduleD/TotalRevenuePerForm990Amt02515701
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02585487
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02391538
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0false
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0false
IRS990ScheduleE/MaintainScholarshipsRecsInd0false
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0School Board subsidies are received in connection with the number of participants trained and is based upon completion.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc06a
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 assistance of the Funds professionals.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Salary is discussed, proposed and negotiated by the Board of Trustee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3As required by ERISA the Funds governing documents, policies, financial statements and tax returns are available upon written request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Fund uses The modified cash basis of accounting in which certain revenues and the related assets are recognized when received rather than when earned, certain expenses and the related liabilities are recognized when paid rather than when the obligation is incurred, and depreciation is recorded on capitalized assets.
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 1
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$4,352,772
Liabilities
$89,579
Net assets
$4,263,193
Revenue
$2,515,701
Expenses
$2,375,830
Net income
$139,871
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.34$0.10$4.24$2.59$2.86$0.27
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.62$0.11$4.51$2.40$2.71$0.31
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.86$0.04$4.82$2.11$2.27$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.14$0.06$5.08$2.43$2.15$0.29
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.67$0.07$4.59$2.76$2.37$0.39
2019Detailed filing. Detailed filing data is available for this year.$4.35$0.09$4.26$2.52$2.38$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.08$0.01$4.07$2.28$2.30$0.02
2017Summary only. Only limited summary data is available for this year.$4.11$0.04$4.07$2.42$2.43$0.01
2016Summary only. Only limited summary data is available for this year.$4.13$0.05$4.08$2.33$2.21$0.12
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.02$0.06$3.96$1.76$2.08$0.33
2014Summary only. Only limited summary data is available for this year.$4.31$0.03$4.28$1.75$1.87$0.13
2013Summary only. Only limited summary data is available for this year.$4.44$0.03$4.41$2.34$1.94$0.39
2012Summary only. Only limited summary data is available for this year.$4.05$0.04$4.02$2.49$2.18$0.31
2011Summary only. Only limited summary data is available for this year.$3.76$0.06$3.70$2.08$2.73$0.66