Civic Intelligence

Boilermakers Local 549 Apprenticeship and Training Trust Fund

990 • Fiscal year 2024 • EIN 83-0487824

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 17, 2025

Organization ProfileN/A
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

8th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

8th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

86th percentile

40%

Higher net margin than 86% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

87th percentile

$290,298

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 9.4% of source-year revenue.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

75th percentile

16%

Faster asset growth than 75% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

75th percentile

29%

Faster revenue growth than 75% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$9,030,797

Up $1,243,254 (+16%) from 2023

Net Assets

Up

$9,030,797

Up $1,243,254 (+16%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin86th percentile

Revenue

Up

$3,074,409

Up $691,083 (+29%) from 2023

Expenses

Up

$1,831,155

Up $314,921 (+21%) from 2023

Net Income

Up

$1,243,254

Up $376,162 (+43%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

2024

Assets$9,030,797
Liabilities$0
Net Assets$9,030,797
Open 2024 Filing

Operations Trend

Revenue Growth75th percentile

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

2024

Revenue$3,074,409
Expenses$1,831,155
Net Income$1,243,254
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$3,074,409
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
Rtn Earn Endowment Incm Other Fnds$7,787,543$9,030,797▲ $1,243,254
Land, Buildings, and Equipment, Net$4,854,129$5,081,001▲ $226,872
Savings and Temporary Cash Investments$0$3,088,186▲ $3,088,186
Cash and Non-Interest-Bearing Accounts$2,933,414$861,610▼ $2,071,804
Accounts Receivable$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
Investments in Publicly Traded Securities$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
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$7,787,543$9,030,797▲ $1,243,254
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
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$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,787,543$9,030,797▲ $1,243,254
Total Liabilities and Net Assets / Fund Balance$7,787,543$9,030,797▲ $1,243,254

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,474,206$4,188$3,478,394
Land$1,516,551-$1,516,551
Equipment$90,244$62,291$152,535
Other Land Buildings$0$57,251$57,251
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Che O RocchildCoordinatorFT$173,477$116,821$290,298
Steven a BrownInstructorFT$142,813$66,621$209,434
Andrew R HayesInstructorFT$124,893$57,718$182,611

Board Members and Trustees

NameTitle
Edward McwhorterChairman
Tom BacaCo-chairman
Bill HamiltonTrustee
Randy ThomasTrustee
Timothy JefferiesTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
East Bay Welding SupplyConstruction Svcs5000 BLUM ROAD, Martinez, CA 94553$157,635
A2r Architects INCDesign Services190 S ORCHARD AVE, Vacaville, CA 95688$114,844
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,966,139
Investment Income
$108,270
Other Revenue
$0
Change in Net Assets
$1,243,254

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,068,101
Revenue Not Reported on Financial Statements
$6,308
Total Revenue per Audited Statements
$3,068,101
Total Revenue per Form 990
$3,074,409
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,067,946
Other Expenses$763,209
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$494,050$164,683-$658,733
Other Expenses$269,364--$269,364
Pension Plan Contributions$167,156$55,719-$222,875
Occupancy$151,354$16,817-$168,171
Other Employee Benefits$85,036$28,345-$113,381
Travel$56,941$18,981-$75,922
Payroll Taxes$54,718$18,239-$72,957
Office Expenses$51,459$17,153-$68,612
Insurance$24,790$24,789-$49,579
Advertising$36,652$12,217-$48,869
Fees for Services Accounting$18,333$6,111-$24,444
Depreciation Depletion$22,732--$22,732
Information Technology$10,022$3,342-$13,364
Conferences and Meetings$6,853$2,284-$9,137
Fees for Services Legal$5,030$1,677-$6,707
Fees for Service Investment Mgmnt Fees-$6,308-$6,308
Total Functional Expenses$1,454,490$376,665$0$1,831,155

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,831,155
Expenses per Audited Statements$1,824,847
Total Expenses per Audited Statements$1,824,847
Expenses Not Reported on Financial Statements$6,308
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
Subject to proxy tax
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 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
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 11B:

“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
In Care Of
% CHE ROCCHILD
Phone
9254271575
Address
2191 PIEDMONT WAY, PITTSBURG, CA 94565

Signing Officer

Name
Che Rocchild
Title
Coordinator
Phone
9254329376
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Che Rocchild
Formed
2007
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
19
Volunteers
0

Preparer

Firm
Withumsmithbrownpc
Address
6101 BOLLINGER CANYON RD STE 40, SAN RAMON, CA 94583
Preparer
James N Browning
Phone
9252779100
Supplemental Narrative

Additional Explanations

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:

“Trust management has analyzed the tax positions taken by the Trust and has concluded that, as of December 31, 2024 and 2023 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.”

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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/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt03074409
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt03342
IRS990/InformationTechnologyGrp/ProgramServicesAmt010022
IRS990/InformationTechnologyGrp/TotalAmt013364
IRS990/InsuranceGrp/ManagementAndGeneralAmt024789
IRS990/InsuranceGrp/ProgramServicesAmt024790
IRS990/InsuranceGrp/TotalAmt049579
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0108270
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0108270
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0123730
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04854129
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05081001
IRS990/LandBldgEquipCostOrOtherBssAmt05204731
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDES TRAINING SERVICES TO LOCAL 549 BOILERMAKER APPRENTICE MEMBERS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt07787543
IRS990/NetAssetsOrFundBalancesEOYAmt09030797
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt016817
IRS990/OccupancyGrp/ProgramServicesAmt0151354
IRS990/OccupancyGrp/TotalAmt0168171
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt017153
IRS990/OfficeExpensesGrp/ProgramServicesAmt051459
IRS990/OfficeExpensesGrp/TotalAmt068612
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt028345
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt085036
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0113381
IRS990/OtherExpensesGrp/Desc0TRAINING SUPPLIES
IRS990/OtherExpensesGrp/ProgramServicesAmt0269364
IRS990/OtherExpensesGrp/TotalAmt0269364
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0164683
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0494050
IRS990/OtherSalariesAndWagesGrp/TotalAmt0658733
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt018239
IRS990/PayrollTaxesGrp/ProgramServicesAmt054718
IRS990/PayrollTaxesGrp/TotalAmt072957
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt055719
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0167156
IRS990/PensionPlanContributionsGrp/TotalAmt0222875
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0CHE ROCCHILD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EXPENSE REFUNDS
IRS990/ProgramServiceRevenueGrp/Desc2MONTOYA TRAINING FUNDS
IRS990/ProgramServiceRevenueGrp/Desc3JAC REIMBURSEMENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02200800
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt115209
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt266372
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3683758
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02200800
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt115209
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt266372
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3683758
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt075402
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0655630
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02307924
IRS990/PYRevenuesLessExpensesAmt0867092
IRS990/PYSalariesCompEmpBnftPaidAmt0860604
IRS990/PYTotalExpensesAmt01516234
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02383326
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt01243254
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02966139
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt07787543
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt09030797
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03088186
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt03474206
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04188
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03478394
IRS990ScheduleD/EquipmentGrp/BookValueAmt090244
IRS990ScheduleD/EquipmentGrp/DepreciationAmt062291
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0152535
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt06308
IRS990ScheduleD/ExpensesSubtotalAmt01824847
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt06308
IRS990ScheduleD/InvestmentExpensesNotIncldAmt06308
IRS990ScheduleD/LandGrp/BookValueAmt01516551
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01516551
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt057251
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt057251
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt06308
IRS990ScheduleD/RevenueSubtotalAmt03068101
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Trust management has analyzed the tax positions taken by the Trust and has concluded that, as of December 31, 2024 and 2023 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05081001
IRS990ScheduleD/TotalExpensesPerForm990Amt01831155
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt03074409
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03068101
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01824847
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/MaintainCpyOfBrochuresEtcInd0false
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,030,797
Liabilities
$0
Net assets
$9,030,797
Revenue
$3,074,409
Expenses
$1,831,155
Net income
$1,243,254
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$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
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

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