Civic Intelligence

Boilermakers Local 549 Apprenticeship and Training Trust Fund

990 • Fiscal year 2015 • EIN 83-0487824

Jan 01, 2015 to Dec 31, 2015 • Filed on Sep 08, 2016

2191 Piedmont WayPittsburg, CA 94565

(925) 427-1575

Siviq Scores

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

Liabilities / Assets

96th percentile

1.58x

Higher debt load relative to assets than 96% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

89th percentile

0.29x

Higher debt load relative to revenue than 89% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

21st percentile

-12%

Higher net margin than 21% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

99th percentile

$200,199

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 67.3% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

89th percentile

85%

Faster asset growth than 89% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

68th percentile

15%

Faster revenue growth than 68% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$53,929

Up $24,837 (+85%) from 2014

Net Assets

Down

-$31,071

Down $35,163 (-859%) from 2014

Liabilities

Up

$85,000

Up $60,000 (+240%) from 2014

Revenue

Up

$297,641

Up $39,075 (+15%) from 2014

Expenses

Down

$332,804

Down $35,938 (-9.7%) from 2014

Net Income

Up

-$35,163

Up $75,013 (+68%) from 2014

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0-$5.0MAssets 2010: $505,199Liabilities 2010: $0Net Assets 2010: $505,1992010Assets 2011: $370,365Liabilities 2011: $0Net Assets 2011: $370,3652011Assets 2012: $332,347Liabilities 2012: $0Net Assets 2012: $332,3472012Assets 2013: $112,715Liabilities 2013: $0Net Assets 2013: $112,7152013Assets 2014: $29,092Liabilities 2014: $25,000Net Assets 2014: $4,0922014Assets 2015: $53,929Liabilities 2015: $85,000Net Assets 2015: -$31,0712015Assets 2016: $96,982Liabilities 2016: $110,000Net Assets 2016: -$13,0182016Assets 2017: $540,091Liabilities 2017: $0Net Assets 2017: $540,0912017Assets 2018: $5,144,444Liabilities 2018: $2,975,000Net Assets 2018: $2,169,4442018Assets 2019: $7,190,237Liabilities 2019: $2,975,000Net Assets 2019: $4,215,2372019Assets 2020: $7,966,259Liabilities 2020: $2,975,000Net Assets 2020: $4,991,2592020Assets 2021: $8,091,166Liabilities 2021: $2,975,000Net Assets 2021: $5,116,1662021Assets 2022: $9,856,143Liabilities 2022: $2,949,024Net Assets 2022: $6,907,1192022Assets 2023: $7,787,543Liabilities 2023: $0Net Assets 2023: $7,787,5432023Assets 2024: $9,030,797Liabilities 2024: $0Net Assets 2024: $9,030,7972024

Highlighted filing

2015

Assets$53,929
Liabilities$85,000
Net Assets-$31,071

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $503,1472010Expenses 2011: $502,5022011Expenses 2012: $533,4752012Revenue 2013: $262,586Expenses 2013: $482,218Net Income 2013: -$219,6322013Revenue 2014: $258,566Expenses 2014: $368,742Net Income 2014: -$110,1762014Revenue 2015: $297,641Expenses 2015: $332,804Net Income 2015: -$35,1632015Revenue 2016: $575,230Expenses 2016: $557,177Net Income 2016: $18,0532016Revenue 2017: $1,066,426Expenses 2017: $513,317Net Income 2017: $553,1092017Revenue 2018: $2,335,159Expenses 2018: $705,806Net Income 2018: $1,629,3532018Revenue 2019: $3,125,331Expenses 2019: $1,079,538Net Income 2019: $2,045,7932019Revenue 2020: $1,857,062Expenses 2020: $1,081,040Net Income 2020: $776,0222020Revenue 2021: $2,149,800Expenses 2021: $2,024,893Net Income 2021: $124,9072021Revenue 2022: $3,571,551Expenses 2022: $1,745,820Net Income 2022: $1,825,7312022Revenue 2023: $2,383,326Expenses 2023: $1,516,234Net Income 2023: $867,0922023Revenue 2024: $3,074,409Expenses 2024: $1,831,155Net Income 2024: $1,243,2542024

Highlighted filing

2015

Revenue$297,641
Expenses$332,804
Net Income-$35,163
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Sep 8, 2016
Return Version
2015v2.1
Gross Receipts
$297,641
Mission and Program Overview

Mission

Provides training services to local 549 boilermaker apprentice members.

Provides training services to boilermaker apprentices.

Balance Sheet Detail
LineBeginningEndChange
Assets
Loans From Officers Directors$25,000$85,000▲ $60,000
Cash and Non-Interest-Bearing Accounts$13,652$47,490▲ $33,838
Land, Buildings, and Equipment, Net$15,440$6,439▼ $9,001
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$4,092$-31,071▼ $35,163
Total Assets$29,092$53,929▲ $24,837
Liabilities
Total Liabilities$25,000$85,000▲ $60,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,092$-31,071▼ $35,163
Total Liabilities and Net Assets / Fund Balance$29,092$53,929▲ $24,837

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$4,661$58,009$62,670
Equipment$1,778$7,784$9,562
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tim JefferiesCoordinatorFT$109,904$90,295$200,199

Board Members and Trustees

NameTitle
Mark SloanChairman
Bill HamiltonTrustee
Dave AndrewsTrustee
Edward McwhorterTrustee
Tom BacaTrustee
Dave HoogendoornTrustee - Past
Juan GarciaTrustee - Past
Richard EgnerTrustee - Past
Steve CoronaTrustee - Past
Larry JansenCo-chariman
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$297,559
Investment Income
$75
Other Revenue
$7
Change in Net Assets
$-35,163

Audited Revenue Reconciliation

Revenue per Audited Statements
$297,641
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$297,641
Total Revenue per Form 990
$297,641
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$209,879
Other Expenses$122,925
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$82,428$27,476-$109,904
Pension Plan Contributions$48,438$16,146-$64,584
Occupancy$41,625$13,875-$55,500
Other Employee Benefits$19,283$6,428-$25,711
Fees for Services Accounting-$18,820-$18,820
Other Expenses$13,304--$13,304
Insurance$9,637$3,212-$12,849
Payroll Taxes$7,260$2,420-$9,680
Depreciation Depletion$6,751$2,250-$9,001
Travel$5,353--$5,353
Fees for Services Legal-$5,264-$5,264
Office Expenses$2,037$679-$2,716
Conferences and Meetings$118--$118
Total Functional Expenses$236,234$96,570$0$332,804

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$332,804
Total Expenses per Audited Statements$332,804
Total Expenses per Form 990$332,804
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$25,000$85,000▲ $60,000
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 A, Line 8B

There is no committee with the authority to act on behalf of the governing body.

Form 990, Part VI, Section B, Line 11

Management and trustees review a copy of the 990 prior to filing; all concerns and questions are addressed prior to filing form 990.

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

The purpose of the conflict of interest policy is to protect the organization's interest when it is contemplating entering into a transaction or arrangement that might benefit the private interest of a trustee of the organization in connection with any actual or possible conflict of interest. An interested person must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the trustees and members of committees with governing board delegated powers considering the proposed transaction or arrangement.

Form 990, Part VI, Section B, Line 15

The board of trustees collectively approves compensation for all employees.

Form 990, Part VI, Section C, Line 19

All governing documents, policies and financial statements are available upon request at the union office during normal business hours. A copy of the 990 is also available on guidestar website.

Filing and Contact Details

Filer

Filer Name
Boilermakers Local 549 Apprenticeship
EIN
83-0487824
Phone
9254271575
Address
2191 PIEDMONT WAY, PITTSBURG, CA 94565

Signing Officer

Name
Mark Sloan
Title
Business Manager
Phone
9254271575
Signed
2016-09-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Sloan
Formed
2007
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
1
Volunteers
0

Preparer

Firm
Lindquist Llp
Address
5000 EXECUTIVE PARKWAY SUITE 400, SAN RAMON, CA 94583
Preparer
Debbie R Dimery
Phone
9252779100
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 1, OTHER ACCOUNTING METHOD:

MODIFIED CASH BASIS

FORM 990, PART XII, LINE 2C:

The board of trustees assumes responsibility for oversight of the audit of the financial statements and selection of an independent accountant. This process has not changed.

Financial Statement Notes

PART X, LINE 2:

The trust's administrator has analyzed the tax positions taken by the trust, and has concluded that as of december 31, 2015 there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The trust is subject to routine audits by the taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The trust's administrator believes it is no longer subject to income tax examinations for the years prior to 2012.

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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/ProgramServiceRevenueGrp/Desc1JAC REIMBURSEMENTS
IRS990/ProgramServiceRevenueGrp/Desc2EXPENSE REFUNDS
IRS990/ProgramServiceRevenueGrp/Desc3TRAINING REIMBURSEMENT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0179707
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt195947
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt213590
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt38315
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0179707
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt195947
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt213590
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt38315
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt077
IRS990/PYOtherExpensesAmt0132112
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0258489
IRS990/PYRevenuesLessExpensesAmt0-110176
IRS990/PYSalariesCompEmpBnftPaidAmt0236630
IRS990/PYTotalExpensesAmt0368742
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0258566
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-35163
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0297566
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt04092
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-31071
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt075
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt077
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01466
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02489
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03423
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt07530
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0297566
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0258489
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0261120
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0492968
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0364245
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01674388
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt075
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt077
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01466
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02489
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03423
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt07530
IRS990ScheduleA/InvestmentIncomeCYPct00.00450
IRS990ScheduleA/InvestmentIncomePYPct00.00630
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99550
IRS990ScheduleA/PublicSupportPY509Pct00.99370
IRS990ScheduleA/PublicSupportTotal509Amt01674388
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0297566
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0258489
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0261120
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0492968
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0364245
IRS990ScheduleA/Total509Grp/TotalAmt01674388
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0297641
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0258566
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0262586
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0495457
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0367668
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01681918
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt01778
IRS990ScheduleD/EquipmentGrp/DepreciationAmt07784
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt09562
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0332804
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04661
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt058009
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt062670
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0297641
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE TRUST, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2015 THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE TRUST'S ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE YEARS PRIOR TO 2012.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06439
IRS990ScheduleD/TotalExpensesPerForm990Amt0332804
IRS990ScheduleD/TotalRevenuePerForm990Amt0297641
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0297641
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0332804
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0109904
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt072504
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt017791
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0TIM JEFFERIES
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0COORDINATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0200199
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt085000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1Txt0BOILERMAKERS LOCAL 549
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0FUNDING
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt085000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0SPONSOR
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd00
IRS990ScheduleL/TotalBalanceDueAmt085000
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE IS NO COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MANAGEMENT AND TRUSTEES REVIEW A COPY OF THE 990 PRIOR TO FILING; ALL CONCERNS AND QUESTIONS ARE ADDRESSED PRIOR TO FILING FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PURPOSE OF THE CONFLICT OF INTEREST POLICY IS TO PROTECT THE ORGANIZATION'S INTEREST WHEN IT IS CONTEMPLATING ENTERING INTO A TRANSACTION OR ARRANGEMENT THAT MIGHT BENEFIT THE PRIVATE INTEREST OF A TRUSTEE OF THE ORGANIZATION IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST. AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE TRUSTEES AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF TRUSTEES COLLECTIVELY APPROVES COMPENSATION FOR ALL EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE UNION OFFICE DURING NORMAL BUSINESS HOURS. A COPY OF THE 990 IS ALSO AVAILABLE ON GUIDESTAR WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MODIFIED CASH BASIS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 1, OTHER ACCOUNTING METHOD:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.03$0.00$9.03$3.07$1.83$1.24
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.79$0.00$7.79$2.38$1.52$0.87
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.86$2.95$6.91$3.57$1.75$1.83
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.09$2.98$5.12$2.15$2.02$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.97$2.98$4.99$1.86$1.08$0.78
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.19$2.98$4.22$3.13$1.08$2.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.14$2.98$2.17$2.34$0.71$1.63
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.00$0.54$1.07$0.51$0.55
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.10$0.11$0.01$0.58$0.56$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.05$0.09$0.03$0.30$0.33$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.03$0.03$0.00$0.26$0.37$0.11
2013Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.26$0.48$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.00$0.33$0.53
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.00$0.37$0.50
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.00$0.51$0.50