Civic Intelligence

Southwest Washington Electrical Joint Apprenticeship and Training Trust Fund

990 • Fiscal year 2015 • EIN 91-6087265

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 04, 2016

3001 S 36th Street No ATacoma, WA 98409

(253) 475-2922

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.03x

Higher debt load relative to assets than 33% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

33rd percentile

0.04x

Higher debt load relative to revenue than 33% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

80th percentile

22%

Higher net margin than 80% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

79th percentile

17%

Faster asset growth than 79% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

81st percentile

28%

Faster revenue growth than 81% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$1,529,229

Up $220,284 (+17%) from 2014

Net Assets

Up

$1,487,967

Up $214,127 (+17%) from 2014

Liabilities

Up

$41,262

Up $6,157 (+18%) from 2014

Revenue

Up

$992,892

Up $219,564 (+28%) from 2014

Expenses

Up

$778,765

Up $32,673 (+4.4%) from 2014

Net Income

Up

$214,127

Up $186,891 (+686%) from 2014

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,882,992Liabilities 2010: $90,171Net Assets 2010: $1,792,8212010Assets 2011: $1,667,802Liabilities 2011: $89,004Net Assets 2011: $1,578,7982011Assets 2012: $1,381,089Liabilities 2012: $54,326Net Assets 2012: $1,326,7632012Assets 2013: $1,330,027Liabilities 2013: $83,423Net Assets 2013: $1,246,6042013Assets 2014: $1,308,945Liabilities 2014: $35,105Net Assets 2014: $1,273,8402014Assets 2015: $1,529,229Liabilities 2015: $41,262Net Assets 2015: $1,487,9672015Assets 2016: $1,604,603Liabilities 2016: $71,885Net Assets 2016: $1,532,7182016Assets 2017: $1,663,555Liabilities 2017: $54,024Net Assets 2017: $1,609,5312017Assets 2018: $1,748,132Liabilities 2018: $67,031Net Assets 2018: $1,681,1012018Assets 2019: $1,813,687Liabilities 2019: $80,865Net Assets 2019: $1,732,8222019Assets 2020: $2,153,308Liabilities 2020: $75,228Net Assets 2020: $2,078,0802020Assets 2021: $2,252,998Liabilities 2021: $123,500Net Assets 2021: $2,129,4982021Assets 2022: $2,059,650Liabilities 2022: $94,934Net Assets 2022: $1,964,7162022Assets 2023: $2,028,942Liabilities 2023: $110,556Net Assets 2023: $1,918,3862023Assets 2024: $2,136,034Liabilities 2024: $150,478Net Assets 2024: $1,985,5562024

Highlighted filing

2015

Assets$1,529,229
Liabilities$41,262
Net Assets$1,487,967

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2010: $1,063,451Expenses 2010: $1,002,976Net Income 2010: $60,4752010Revenue 2011: $1,093,001Expenses 2011: $1,307,024Net Income 2011: -$214,0232011Revenue 2012: $833,527Expenses 2012: $1,085,562Net Income 2012: -$252,0352012Revenue 2013: $759,464Expenses 2013: $839,623Net Income 2013: -$80,1592013Revenue 2014: $773,328Expenses 2014: $746,092Net Income 2014: $27,2362014Revenue 2015: $992,892Expenses 2015: $778,765Net Income 2015: $214,1272015Revenue 2016: $1,043,426Expenses 2016: $998,675Net Income 2016: $44,7512016Revenue 2017: $1,085,557Expenses 2017: $1,008,744Net Income 2017: $76,8132017Revenue 2018: $1,148,229Expenses 2018: $1,076,659Net Income 2018: $71,5702018Revenue 2019: $1,312,405Expenses 2019: $1,260,684Net Income 2019: $51,7212019Revenue 2020: $1,428,600Expenses 2020: $1,083,342Net Income 2020: $345,2582020Revenue 2021: $1,341,379Expenses 2021: $1,175,761Net Income 2021: $165,6182021Revenue 2022: $1,106,245Expenses 2022: $1,271,027Net Income 2022: -$164,7822022Revenue 2023: $1,146,077Expenses 2023: $1,192,407Net Income 2023: -$46,3302023Revenue 2024: $1,657,769Expenses 2024: $1,590,599Net Income 2024: $67,1702024

Highlighted filing

2015

Revenue$992,892
Expenses$778,765
Net Income$214,127
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 4, 2016
Return Version
2015v2.1
Gross Receipts
$992,892
Mission and Program Overview

Mission

To provide education and job training for electricians and apprentices.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,273,840$1,487,967▲ $214,127
Land, Buildings, and Equipment, Net$1,052,577$1,012,011▼ $40,566
Savings and Temporary Cash Investments$74,348$273,875▲ $199,527
Cash and Non-Interest-Bearing Accounts$99,692$140,119▲ $40,427
Accounts Receivable$64,207$93,161▲ $28,954
Prepaid Expenses and Deferred Charges$9,918$7,936▼ $1,982
Inventories for Sale or Use$8,203$2,127▼ $6,076
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,308,945$1,529,229▲ $220,284
Liabilities
Accounts Payable and Accrued Expenses$19,057$28,662▲ $9,605
Deferred Revenue$16,048$12,600▼ $3,448
Total Liabilities$35,105$41,262▲ $6,157
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,273,840$1,487,967▲ $214,127
Total Liabilities and Net Assets / Fund Balance$1,308,945$1,529,229▲ $220,284

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$881,499$757,047$1,638,546
Equipment$30,512$418,139$448,651
Land$100,000-$100,000
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mike DoyleTrustee - Chairman
Chris KinseyTrustee
Dan NewtonTrustee
Dennis CalliesTrustee
Gary SarlundTrustee
Japhy JenkinsTrustee
Ken JenningsTrustee
Mea FeltonTrustee
Mike GlasmanTrustee
Nicole HiteTrustee
Travis SharpTrustee
Brandon BetschartTrustee - Past
Jack KnottinghamTrustee - Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$26,222
Program Service Revenue
$935,899
Investment Income
$80
Other Revenue
$30,691
All Other Contributions
$26,222
Change in Net Assets
$214,127

Audited Revenue Reconciliation

Revenue per Audited Statements
$992,892
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$992,892
Total Revenue per Form 990
$992,892
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$468,369
Other Expenses$310,396
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$189,888$102,248-$292,136
Pension Plan Contributions$54,930$29,578-$84,508
Depreciation Depletion$42,702$10,676-$53,378
Other Employee Benefits$33,610$18,098-$51,708
Payroll Taxes$26,011$14,006-$40,017
Occupancy$25,908$6,477-$32,385
Office Expenses-$31,886-$31,886
Travel$22,246--$22,246
Fees for Services Accounting-$13,850-$13,850
Insurance$10,009$2,502-$12,511
Conferences and Meetings-$8,657-$8,657
Other Expenses$6,267$5,109-$6,267
All Other Expenses$1,569$1,570-$3,139
Advertising-$1,842-$1,842
Total Functional Expenses$532,266$246,499$0$778,765

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$778,765
Total Expenses per Audited Statements$778,765
Total Expenses per Form 990$778,765
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

There were no committees with authority to act on behalf of the governing body.

Form 990, Part VI, Section B, Line 11

The form 990 will be reviewed by the training director and the signing trustee prior to filing.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Southwest Washington Electrical Joint
EIN
91-6087265
Phone
2534752922
Address
3001 S 36TH STREET NO A, TACOMA, WA 98409

Signing Officer

Name
Mike Doyle
Title
Chairman
Phone
2534752922
Signed
2016-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mike Doyle
Formed
1968
Legal Domicile
Wa
Voting Board Members
12
Independent Board Members
12
Employees
17
Volunteers
0

Preparer

Firm
Lindquist Llp
Address
5000 EXECUTIVE PARKWAY SUITE 400, SAN RAMON, CA 94583
Preparer
Todd M Stokes
Phone
9252779100
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The board of trustees is responsible for oversight of the audit and selection of an independent accountant. This process has not changed from the prior year.

Financial Statement Notes

PART X, LINE 2:

Accounting principles generally accepted in the united states of america require management to evaluate the tax positions taken by the trust and to recognize a tax liability if the trust has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. Management 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 believes it is no longer subject to income tax examinations for the fiscal years prior to 2012.

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IRS990/OtherEmployeeBenefitsGrp/TotalAmt051708
IRS990/OtherExpensesGrp/Desc0STUDENT BOOK EXPENSE
IRS990/OtherExpensesGrp/Desc1TRAINING SUPPLIES
IRS990/OtherExpensesGrp/Desc2GRADUATION EXPENSE
IRS990/OtherExpensesGrp/Desc3INSTRUCTOR TRAINING
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05109
IRS990/OtherExpensesGrp/ProgramServicesAmt082908
IRS990/OtherExpensesGrp/ProgramServicesAmt131108
IRS990/OtherExpensesGrp/ProgramServicesAmt25110
IRS990/OtherExpensesGrp/ProgramServicesAmt36267
IRS990/OtherExpensesGrp/TotalAmt082908
IRS990/OtherExpensesGrp/TotalAmt131108
IRS990/OtherExpensesGrp/TotalAmt210219
IRS990/OtherExpensesGrp/TotalAmt36267
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/Desc1APPLICATION FEES
IRS990/OtherRevenueMiscGrp/Desc2JOURNEYMAN TRAINING FE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt015938
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt18848
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt25905
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt015938
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt18848
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt25905
IRS990/OtherRevenueTotalAmt030691
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0102248
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0189888
IRS990/OtherSalariesAndWagesGrp/TotalAmt0292136
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt014006
IRS990/PayrollTaxesGrp/ProgramServicesAmt026011
IRS990/PayrollTaxesGrp/TotalAmt040017
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt029578
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt054930
IRS990/PensionPlanContributionsGrp/TotalAmt084508
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt09918
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07936
IRS990/PrincipalOfficerNm0MIKE DOYLE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1STUDENT TUITION AND BO
IRS990/ProgramServiceRevenueGrp/Desc2COLLEGE FTE REIMBURSEM
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0666727
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1220675
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt248497
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0666727
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1220675
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt248497
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt08100
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt040
IRS990/PYOtherExpensesAmt0271411
IRS990/PYOtherRevenueAmt037754
IRS990/PYProgramServiceRevenueAmt0727434
IRS990/PYRevenuesLessExpensesAmt027236
IRS990/PYSalariesCompEmpBnftPaidAmt0474681
IRS990/PYTotalExpensesAmt0746092
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0773328
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0214127
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0966590
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01273840
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01487967
IRS990/SavingsAndTempCashInvstGrp/BOYAmt074348
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0273875
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt026222
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt032742
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt044525
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0111589
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt080
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt040
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0231
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0517
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01286
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02154
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0935899
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0727434
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0699830
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0797004
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01031412
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt04191579
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt080
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt040
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0231
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0517
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01286
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02154
IRS990ScheduleA/InvestmentIncomeCYPct00.00050
IRS990ScheduleA/InvestmentIncomePYPct00.00120
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt030691
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt037754
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt026661
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt036006
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt015778
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0146890
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96650
IRS990ScheduleA/PublicSupportPY509Pct00.97090
IRS990ScheduleA/PublicSupportTotal509Amt04303168
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0962121
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0735534
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0732572
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0797004
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01075937
IRS990ScheduleA/Total509Grp/TotalAmt04303168
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0992892
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0773328
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0759464
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0833527
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01093001
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04452212
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0881499
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0757047
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01638546
IRS990ScheduleD/EquipmentGrp/BookValueAmt030512
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0418139
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0448651
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0778765
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0100000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0100000
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0992892
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE TRUST AND TO RECOGNIZE A TAX LIABILITY IF THE TRUST HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT 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 BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2012.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01012011
IRS990ScheduleD/TotalExpensesPerForm990Amt0778765
IRS990ScheduleD/TotalRevenuePerForm990Amt0992892

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.14$0.15$1.99$1.66$1.59$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.03$0.11$1.92$1.15$1.19$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.06$0.09$1.96$1.11$1.27$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.25$0.12$2.13$1.34$1.18$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.15$0.08$2.08$1.43$1.08$0.35
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.81$0.08$1.73$1.31$1.26$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$0.07$1.68$1.15$1.08$0.07
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.66$0.05$1.61$1.09$1.01$0.08
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.60$0.07$1.53$1.04$1.00$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.53$0.04$1.49$0.99$0.78$0.21
2014Summary only. Only limited summary data is available for this year.$1.31$0.04$1.27$0.77$0.75$0.03
2013Summary only. Only limited summary data is available for this year.$1.33$0.08$1.25$0.76$0.84$0.08
2012Summary only. Only limited summary data is available for this year.$1.38$0.05$1.33$0.83$1.09$0.25
2011Summary only. Only limited summary data is available for this year.$1.67$0.09$1.58$1.09$1.31$0.21
2010Summary only. Only limited summary data is available for this year.$1.88$0.09$1.79$1.06$1.00$0.06