Civic Intelligence

San Luis Obispo County Elect Joint Appenticeship & Training Tr Fund

990 • Fiscal year 2017 • EIN 77-0123661

Feb 01, 2016 to Jan 31, 2017 • Filed on Jul 07, 2017

Organization ProfileN/A

View Organization Page

6363 Edna RdSan Luis Obispo, CA 93401

(805) 543-5693

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

27th percentile

0.02x

Higher debt load relative to revenue than 27% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

64th percentile

8.6%

Higher net margin than 64% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

47th percentile

2.1%

Faster asset growth than 47% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

66th percentile

14%

Faster revenue growth than 66% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$2,104,622

Up $43,770 (+2.1%) from 2016

Net Assets

Up

$2,097,461

Up $38,558 (+1.9%) from 2016

Liabilities

Up

$7,161

Up $5,212 (+267%) from 2016

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin64th percentile

Revenue

Up

$346,209

Up $41,442 (+14%) from 2016

Expenses

Up

$316,412

Up $12,430 (+4.1%) from 2016

Net Income

Up

$29,797

Up $29,012 (+3696%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$3.0M$2.0M$1.0M$0Assets 2014: $1,532,071Liabilities 2014: $3,491Net Assets 2014: $1,528,5802014Assets 2015: $2,081,361Liabilities 2015: $200Net Assets 2015: $2,081,1612015Assets 2016: $2,060,852Liabilities 2016: $1,949Net Assets 2016: $2,058,9032016Assets 2017: $2,104,622Liabilities 2017: $7,161Net Assets 2017: $2,097,4612017Assets 2018: $2,080,874Liabilities 2018: $7,450Net Assets 2018: $2,073,4242018Assets 2019: $2,079,454Liabilities 2019: $2,703Net Assets 2019: $2,076,7512019Assets 2020: $2,221,431Liabilities 2020: $1,965Net Assets 2020: $2,219,4662020Assets 2021: $2,280,940Liabilities 2021: $1,641Net Assets 2021: $2,279,2992021Assets 2022: $2,349,643Liabilities 2022: $1,133Net Assets 2022: $2,348,5102022Assets 2023: $2,447,342Liabilities 2023: $1,431Net Assets 2023: $2,445,9112023Assets 2024: $2,654,157Liabilities 2024: $3,300Net Assets 2024: $2,650,8572024Assets 2025: $2,921,564Liabilities 2025: $5,812Net Assets 2025: $2,915,7522025

Highlighted filing

2017

Assets$2,104,622
Liabilities$7,161
Net Assets$2,097,461
Open 2017 Filing

Operations Trend

Revenue Growth66th percentile

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

$1.0M$500K$0-$500KRevenue 2014: $823,574Expenses 2014: $292,602Net Income 2014: $530,9722014Revenue 2015: $826,109Expenses 2015: $270,801Net Income 2015: $555,3082015Revenue 2016: $304,767Expenses 2016: $303,982Net Income 2016: $7852016Revenue 2017: $346,209Expenses 2017: $316,412Net Income 2017: $29,7972017Revenue 2018: $343,150Expenses 2018: $353,754Net Income 2018: -$10,6042018Revenue 2019: $372,626Expenses 2019: $357,051Net Income 2019: $15,5752019Revenue 2020: $472,382Expenses 2020: $372,357Net Income 2020: $100,0252020Revenue 2021: $380,422Expenses 2021: $320,589Net Income 2021: $59,8332021Revenue 2022: $408,398Expenses 2022: $341,686Net Income 2022: $66,7122022Revenue 2023: $470,702Expenses 2023: $374,906Net Income 2023: $95,7962023Revenue 2024: $610,718Expenses 2024: $405,772Net Income 2024: $204,9462024Revenue 2025: $659,123Expenses 2025: $394,228Net Income 2025: $264,8952025

Highlighted filing

2017

Revenue$346,209
Expenses$316,412
Net Income$29,797
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2016 to Jan 31, 2017
Signed
Jul 7, 2017
Return Version
2016v3.1
Gross Receipts
$346,209
Mission and Program Overview

Mission

To establish and maintain the local standards governing the selection, qualifications, education and training of all apprentices, journeymen and other personnel in the electrical construction industry.

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,058,903$2,097,461▲ $38,558
Investments in Publicly Traded Securities$1,902,385$1,952,185▲ $49,800
Cash and Non-Interest-Bearing Accounts$121,554$117,174▼ $4,380
Land, Buildings, and Equipment, Net$19,064$17,121▼ $1,943
Accounts Receivable$15,349$15,642▲ $293
Prepaid Expenses and Deferred Charges$2,500$2,500→ $0
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$2,060,852$2,104,622▲ $43,770
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$1,949$7,161▲ $5,212
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$1,949$7,161▲ $5,212
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,058,903$2,097,461▲ $38,558
Total Liabilities and Net Assets / Fund Balance$2,060,852$2,104,622▲ $43,770

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$17,121$19,613$36,734
Leasehold Improvements$0$13,625$13,625
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Chad HinkleTrustee
J Wes TrederTrustee
Jaime QuintanaTrustee
Mark SimoninTrustee
Russell SternerTrustee
Shari BrunnerTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$216,628
Investment Income
$41,127
Other Revenue
$88,454
Change in Net Assets
$29,797

Audited Revenue Reconciliation

Revenue per Audited Statements
$346,209
Revenue Not Reported on Form 990
$8,761
Total Revenue per Audited Statements
$354,970
Total Revenue per Form 990
$346,209
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$206,863
Other Expenses$109,549
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$123,560$30,890$0$154,450
Other Employee Benefits$39,122$0$0$39,122
Occupancy$27,000$3,000$0$30,000
Conferences and Meetings$14,975$1,664$0$16,639
Payroll Taxes$10,633$2,658$0$13,291
Insurance$4,819$4,820$0$9,639
Fees for Services Accounting$540$6,734$0$7,274
Office Expenses$3,101$3,102$0$6,203
Depreciation Depletion$4,062$451$0$4,513
Fees for Services Legal$0$2,400$0$2,400
Other Expenses$1,758$0$0$1,758
Fees for Services Other$242--$242
Total Functional Expenses$260,693$55,719$0$316,412

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$316,412
Total Expenses per Audited Statements$316,412
Total Expenses per Form 990$316,412
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
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
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
San Luis Obispo County Electrical Joint
EIN
77-0123661
In Care Of
% MARK SIMONIN
Phone
8055435693
Address
6363 EDNA RD, SAN LUIS OBISPO, CA 93401

Signing Officer

Name
Mark Simonin
Title
secretary
Phone
8055435693
Signed
2017-07-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Simonin
Formed
1970
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
6
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
4123 LANKERSHIM BLVD, NORTH HOLLYWOOD, CA 91602-2828
Preparer
Jeffrey Goss
Phone
8187692010
Supplemental Narrative

Additional Explanations

PART I, LINE 1 - ORGANIZATION'S MISSION:

“TO ESTABLISH AND MAINTAIN THE LOCAL STANDARDS GOVERNING the SELECTION, QUALIFICATIONS, EDUCATION AND TRAINING OF ALL APPRENTICES, JOURNEYMEN AND OTHER PERSONNEL IN THE ELECTRICAL CONSTRUCTION INDUSTRY. PART VI, LINE 8B: THE PLAN DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. PART VI, LINE 11B: FORM 990 IS REVIEWED BY DESIGNATED TRUSTEES BEFORE IT WAS FILED. ANY UNUSUAL ITEMS ARE BROUGHT TO THE FULL BOARD. PART VI, LINE 12c: TRUSTEES ARE REQUIRED TO NOTIFY THE PLAN OFFICE OF ANY CHANGES IN THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS. PART VI, LINE 19: THE PLAN DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MAINTAINED IN THE PLAN'S OFFICE AND ARE AVAILABLE UPON REQUEST.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Plan and recognize a tax liability if the Plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

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IRS990/OccupancyGrp/ProgramServicesAmt027000
IRS990/OccupancyGrp/TotalAmt030000
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03102
IRS990/OfficeExpensesGrp/ProgramServicesAmt03101
IRS990/OfficeExpensesGrp/TotalAmt06203
IRS990/OfficerMailingAddressInd0false
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IRS990/Organization501c3Ind0X
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IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt039122
IRS990/OtherEmployeeBenefitsGrp/TotalAmt039122
IRS990/OtherExpensesGrp/Desc0BOOKS AND TRAINING MATERIALS
IRS990/OtherExpensesGrp/Desc1GRADUATION
IRS990/OtherExpensesGrp/Desc2TRAINING SUPPLIES
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt026868
IRS990/OtherExpensesGrp/ProgramServicesAmt14013
IRS990/OtherExpensesGrp/ProgramServicesAmt21758
IRS990/OtherExpensesGrp/TotalAmt026868
IRS990/OtherExpensesGrp/TotalAmt14013
IRS990/OtherExpensesGrp/TotalAmt21758
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0TRAINING PROJECT
IRS990/OtherRevenueMiscGrp/Desc1SCHOOL REIMBURSEMENTS - MONTOYA
IRS990/OtherRevenueMiscGrp/Desc2APPRENTICE FEES AND CHARGES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt055558
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt125149
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt24333
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt055558
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt125149
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt24333
IRS990/OtherRevenueTotalAmt088454
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt030890
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0123560
IRS990/OtherSalariesAndWagesGrp/TotalAmt0154450
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02658
IRS990/PayrollTaxesGrp/ProgramServicesAmt010633
IRS990/PayrollTaxesGrp/TotalAmt013291
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02500
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02500
IRS990/PrincipalOfficerNm0MARK SIMONIN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0216628
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0216628
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt039542
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0117909
IRS990/PYOtherRevenueAmt044640
IRS990/PYProgramServiceRevenueAmt0220585
IRS990/PYRevenuesLessExpensesAmt0785
IRS990/PYSalariesCompEmpBnftPaidAmt0186073
IRS990/PYTotalExpensesAmt0303982
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0304767
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt029797
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02058903
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02097461
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt017121
IRS990ScheduleD/EquipmentGrp/DepreciationAmt019613
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt036734
IRS990ScheduleD/ExpensesSubtotalAmt0316412
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt013625
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt013625
IRS990ScheduleD/NetUnrealizedGainsInvstAmt08761
IRS990ScheduleD/RevenueNotReportedAmt08761
IRS990ScheduleD/RevenueSubtotalAmt0346209
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Plan and recognize a tax liability if the Plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt017121
IRS990ScheduleD/TotalExpensesPerForm990Amt0316412
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt0346209
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0354970
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0316412
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0The Plan's statement of compliance was publicized in a local general circulation newspaper.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 3:
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO ESTABLISH AND MAINTAIN THE LOCAL STANDARDS GOVERNING the SELECTION, QUALIFICATIONS, EDUCATION AND TRAINING OF ALL APPRENTICES, JOURNEYMEN AND OTHER PERSONNEL IN THE ELECTRICAL CONSTRUCTION INDUSTRY. PART VI, LINE 8B: THE PLAN DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. PART VI, LINE 11B: FORM 990 IS REVIEWED BY DESIGNATED TRUSTEES BEFORE IT WAS FILED. ANY UNUSUAL ITEMS ARE BROUGHT TO THE FULL BOARD. PART VI, LINE 12c: TRUSTEES ARE REQUIRED TO NOTIFY THE PLAN OFFICE OF ANY CHANGES IN THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS. PART VI, LINE 19: THE PLAN DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MAINTAINED IN THE PLAN'S OFFICE AND ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 1 - ORGANIZATION'S MISSION:
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02060852
IRS990/TotalAssetsEOYAmt02104622
IRS990/TotalAssetsGrp/BOYAmt02060852
IRS990/TotalAssetsGrp/EOYAmt02104622
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt055719
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0260693
IRS990/TotalFunctionalExpensesGrp/TotalAmt0316412
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01949
IRS990/TotalLiabilitiesEOYAmt07161

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,104,622
Liabilities
$7,161
Net assets
$2,097,461
Revenue
$346,209
Expenses
$316,412
Net income
$29,797
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.92$0.01$2.92$0.66$0.39$0.26
2024Summary only. Only limited summary data is available for this year.$2.65$0.00$2.65$0.61$0.41$0.20
2023Summary only. Only limited summary data is available for this year.$2.45$0.00$2.45$0.47$0.37$0.10
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.35$0.00$2.35$0.41$0.34$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.28$0.00$2.28$0.38$0.32$0.06
2020Summary only. Only limited summary data is available for this year.$2.22$0.00$2.22$0.47$0.37$0.10
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.08$0.00$2.08$0.37$0.36$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.08$0.01$2.07$0.34$0.35$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.10$0.01$2.10$0.35$0.32$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.00$2.06$0.30$0.30$0.00
2015Summary only. Only limited summary data is available for this year.$2.08$0.00$2.08$0.83$0.27$0.56
2014Summary only. Only limited summary data is available for this year.$1.53$0.00$1.53$0.82$0.29$0.53