Civic Intelligence

Sheet Metal Training Fund

990 • Fiscal year 2022 • EIN 93-6053828

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 05, 2023

2379 NE 178th AvePortland, OR 97230-5957

(503) 257-1022

Siviq Scores

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

Liabilities / Assets

28th percentile

0.03x

Higher debt load relative to assets than 28% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

32nd percentile

0.07x

Higher debt load relative to revenue than 32% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

49th percentile

6.5%

Higher net margin than 49% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

67th percentile

$165,713

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

42nd percentile

-1.6%

Faster asset growth than 42% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

33rd percentile

-5.3%

Faster revenue growth than 33% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Assets

Down

$7,675,025

Down $125,522 (-1.6%) from 2021

Net Assets

Down

$7,460,108

Down $152,047 (-2.0%) from 2021

Liabilities

Up

$214,917

Up $26,525 (+14%) from 2021

Revenue

Down

$3,006,247

Down $168,774 (-5.3%) from 2021

Expenses

Up

$2,810,219

Up $285,305 (+11%) from 2021

Net Income

Down

$196,028

Down $454,079 (-70%) from 2021

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2010: $5,217,735Liabilities 2010: $1,926,942Net Assets 2010: $3,290,7932010Assets 2011: $5,116,589Liabilities 2011: $1,816,165Net Assets 2011: $3,300,4242011Assets 2012: $5,274,529Liabilities 2012: $1,772,448Net Assets 2012: $3,502,0812012Assets 2013: $5,488,932Liabilities 2013: $1,744,311Net Assets 2013: $3,744,6212013Assets 2014: $5,688,046Liabilities 2014: $1,712,279Net Assets 2014: $3,975,7672014Assets 2015: $5,687,197Liabilities 2015: $1,657,419Net Assets 2015: $4,029,7782015Assets 2016: $6,106,663Liabilities 2016: $1,646,801Net Assets 2016: $4,459,8622016Assets 2017: $6,205,385Liabilities 2017: $1,053,613Net Assets 2017: $5,151,7722017Assets 2018: $6,006,615Liabilities 2018: $81,394Net Assets 2018: $5,925,2212018Assets 2019: $6,494,882Liabilities 2019: $96,830Net Assets 2019: $6,398,0522019Assets 2020: $7,172,847Liabilities 2020: $301,163Net Assets 2020: $6,871,6842020Assets 2021: $7,800,547Liabilities 2021: $188,392Net Assets 2021: $7,612,1552021Assets 2022: $7,675,025Liabilities 2022: $214,917Net Assets 2022: $7,460,1082022Assets 2023: $8,071,570Liabilities 2023: $278,277Net Assets 2023: $7,793,2932023Assets 2024: $8,224,253Liabilities 2024: $200,346Net Assets 2024: $8,023,9072024

Highlighted filing

2022

Assets$7,675,025
Liabilities$214,917
Net Assets$7,460,108

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: $1,340,8302010Expenses 2011: $1,399,3652011Expenses 2012: $1,316,0592012Revenue 2013: $1,664,373Expenses 2013: $1,421,833Net Income 2013: $242,5402013Revenue 2014: $1,700,912Expenses 2014: $1,469,766Net Income 2014: $231,1462014Revenue 2015: $1,563,640Expenses 2015: $1,498,884Net Income 2015: $64,7562015Revenue 2016: $1,985,868Expenses 2016: $1,581,489Net Income 2016: $404,3792016Revenue 2017: $2,421,686Expenses 2017: $1,792,829Net Income 2017: $628,8572017Revenue 2018: $2,777,653Expenses 2018: $1,958,676Net Income 2018: $818,9772018Revenue 2019: $2,813,858Expenses 2019: $2,424,344Net Income 2019: $389,5142019Revenue 2020: $2,662,357Expenses 2020: $2,292,141Net Income 2020: $370,2162020Revenue 2021: $3,175,021Expenses 2021: $2,524,914Net Income 2021: $650,1072021Revenue 2022: $3,006,247Expenses 2022: $2,810,219Net Income 2022: $196,0282022Revenue 2023: $3,005,659Expenses 2023: $3,026,925Net Income 2023: -$21,2662023Revenue 2024: $3,009,661Expenses 2024: $3,027,738Net Income 2024: -$18,0772024

Highlighted filing

2022

Revenue$3,006,247
Expenses$2,810,219
Net Income$196,028
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 5, 2023
Return Version
2022v5.0
Gross Receipts
$3,082,076
Mission and Program Overview

Mission

The trust provides training programs to apprentice and journeyman sheet metal workers.

Leader in the recruitment, education & training of skilled craftspeople in the sheet metal industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,001,915$3,917,842▼ $84,073
Investments in Publicly Traded Securities$2,809,968$2,642,802▼ $167,166
Cash and Non-Interest-Bearing Accounts$651,276$551,565▼ $99,711
Accounts Receivable$217,364$422,684▲ $205,320
Other Notes and Loans Receivable, Net$63,179$70,259▲ $7,080
Prepaid Expenses and Deferred Charges$56,845$62,134▲ $5,289
Total Assets$7,800,547$7,675,025▼ $125,522
Other Assets Total$0$7,739▲ $7,739
Liabilities
Accounts Payable and Accrued Expenses$188,392$207,062▲ $18,670
Other Liabilities$0$7,855▲ $7,855
Total Liabilities$188,392$214,917▲ $26,525
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,612,155$7,460,108▼ $152,047
Total Net Assets Fund Balance$7,612,155$7,460,108▼ $152,047
Total Liabilities and Net Assets / Fund Balance$7,800,547$7,675,025▼ $125,522

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,976,973$3,441,127$6,418,100
Equipment$359,404$1,102,727$1,462,131
Land$581,465-$581,465
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert PostmaTraining Executive AdminisFT$118,982$46,731$165,713

Board Members and Trustees

NameTitle
Jerry HendersonTrust President
Brian NobleTrustee
Chip WordenTrustee
Chris SchneiderTrustee
Darrin BoyceTrustee
Dustin HysmithTrustee
Gordon HarveyTrustee
Greg SauerTrustee
James SlaterTrustee
Russ BentonTrustee
Vanessa StewardTrustee
Josh McclaughrySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$32,000
Program Service Revenue
$2,837,200
Investment Income
$-13,902
Other Revenue
$150,949
All Other Contributions
$32,000
Change in Net Assets
$196,028

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,006,247
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-348,075
Total Revenue per Audited Statements
$2,658,172
Total Revenue per Form 990
$3,006,247
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,750,373
Other Expenses$1,059,846
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$738,255$287,626-$1,025,881
Other Employee Benefits$192,226$74,754-$266,980
Depreciation Depletion$225,748$25,083-$250,831
Pension Plan Contributions$130,360$50,695-$181,055
Current Officers, Directors, Trustees, and Key Employees$119,313$46,400-$165,713
Office Expenses$150,121$1,257-$151,378
Occupancy$130,511$14,501-$145,012
Payroll Taxes$79,535$31,209-$110,744
All Other Expenses$74,485$8,276-$82,761
Fees for Services Accounting$63,047$7,005-$70,052
Insurance$41,517$4,613-$46,130
Advertising$45,008--$45,008
Fees for Services Legal$24,776--$24,776
Other Expenses$22,141$15,230-$22,141
Fees for Services Other$3,260--$3,260
Interest$137$15-$152
Total Functional Expenses$2,243,555$566,664$0$2,810,219

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,810,219
Total Expenses per Audited Statements$2,810,219
Total Expenses per Form 990$2,810,219
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$7,855
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 B, Line 11B

The form 990 is reviewed and approved by the training executive administrator. A copy of the approved form 990 is provided to all board trustees prior to filing.

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

The board of trustees and key employees are requested to annually review and sign the conflict of interest policy. If there is a possible conflict of interest, an evaluation process is followed and documented per the guidelines established in the policy.

Form 990, Part VI, Section B, Line 15

The board of trustees approves compensation and raises of training executive administrator and key employees based on an adopted policy.

Form 990, Part VI, Section C, Line 19

Governing documents, financial statements, and policies are available upon request.

Filing and Contact Details

Filer

Filer Name
Sheet Metal Training Fund
EIN
93-6053828
Phone
5032571022
Address
2379 NE 178TH AVE, PORTLAND, OR 97230-5957

Signing Officer

Name
Rob Postma
Title
Training Executive Administrator
Phone
5032571022
Signed
2023-10-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rob Postma
Formed
1969
Legal Domicile
Or
Voting Board Members
10
Independent Board Members
10
Employees
19
Volunteers
17

Preparer

Firm
Hoffman Stewart & Schmidt Pc
Address
3 CENTERPOINTE DRIVE SUITE 300, LAKE OSWEGO, OR 97035-8663
Preparer
Shane M Graves
Phone
5032205900
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The process did not change from prior year.

Financial Statement Notes

PART X, LINE 2:

Management believes the sheet metal training fund does not have any uncertain tax positions. Any interest or penalties associated with the trust's tax positions would be recorded as a component of management and general expenses. The trust annually files an information return with the internal revenue service (irs).

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IRS990/ActivityOrMissionDesc0LEADER IN THE RECRUITMENT, EDUCATION & TRAINING OF SKILLED CRAFTSPEOPLE IN THE SHEET METAL INDUSTRY.
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IRS990/Desc0SMTF OFFERS UNMATCHED TRAINING IN THE SHEET METAL INDUSTRY. OUR DEDICATED TEAM PROVIDES THE HIGHEST LEVEL OF TRAINING TO ENSURE OUR APPRENTICES AND JOURNEYPERSONS ENJOY SUCCESSFUL CAREERS WHILE OFFERING OUR CONTRACTORS THE BEST TRAINED WORKFORCE IN THE INDUSTRY. OUR FACILITIES ARE STATE-OF-THE-ART, BUT LIKE ANY GREAT ORGANIZATION, OUR GREATEST ASSET IS OUR PEOPLE. OUR FULL-TIME STAFF HAS MORE THAN 200 YEARS OF SHEET METAL EXPERIENCE AND 40 YEARS OF TEACHING EXPERIENCE.OUR AREAS OF INSTRUCTION INCLUDE HVAC, ARCHITECTURAL AND INDUSTRIAL SHEET METAL, AND SERVICE. OUR UNION SHEET METAL APPRENTICESHIP WAS ESTABLISHED OVER 100 YEARS AGO. THE MODERN APPRENTICESHIP TRAINING AS WE KNOW IT TODAY HAS BEEN IN PLACE SINCE 1973. WE MOVED INTO OUR CURRENT PORTLAND CAMPUS IN 1995. TO BETTER SERVE CENTRAL AND SOUTHERN OREGON, WE OPENED OUR SECOND CAMPUS IN SPRINGFIELD IN 2011. OVER 300 APPRENTICES ARE ENROLLED IN OUR 5-YEAR PROGRAM AT ANY GIVEN TIME. EACH YEAR, WE "TURN OUT OR GRADUATE AN AVERAGE OF 75 APPRENTICES. THROUGH HARD WORK AND DEDICATION, APPRENTICES EARN THEIR JOURNEY CARD AND OFFICIALLY BECOME JOURNEYPERSONS.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUST PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRAINING EXECUTIVE ADMINIS
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IRS990/InsuranceGrp/TotalAmt046130
IRS990/InterestGrp/ManagementAndGeneralAmt015
IRS990/InterestGrp/ProgramServicesAmt0137
IRS990/InterestGrp/TotalAmt0152
IRS990/InvestmentIncomeGrp/ExclusionAmt061927
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt061927
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02809968
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02642802
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04543854
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04001915
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03917842
IRS990/LandBldgEquipCostOrOtherBssAmt08461696
IRS990/LegalDomicileStateCd0OR
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt075829
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0OUR MISSION IS TO BE THE LEADER IN THE RECRUITMENT, EDUCATION AND TRAINING OF SKILLED CRAFTSPEOPLE IN THE SHEET METAL INDUSTRY. OUR VISION IS TO BE THE GATEWAY TO A HIGH PAYING AND MEANINGFUL CAREER IN THE SHEET METAL INDUSTRY THAT ENRICHES YOU, YOUR FAMILY AND YOUR COMMUNITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07612155
IRS990/NetAssetsOrFundBalancesEOYAmt07460108
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-75829
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-75829
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt083952
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt083952
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-348075
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt07612155
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt07460108
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt014501
IRS990/OccupancyGrp/ProgramServicesAmt0130511
IRS990/OccupancyGrp/TotalAmt0145012
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01257
IRS990/OfficeExpensesGrp/ProgramServicesAmt0150121
IRS990/OfficeExpensesGrp/TotalAmt0151378
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt07739
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt074754
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0192226
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0266980
IRS990/OtherExpensesGrp/Desc0REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc1PER DIEM AND HOTEL
IRS990/OtherExpensesGrp/Desc2CONTESTS - LOC/REG/NAT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt015230
IRS990/OtherExpensesGrp/ProgramServicesAmt0139730
IRS990/OtherExpensesGrp/ProgramServicesAmt163385
IRS990/OtherExpensesGrp/ProgramServicesAmt222141
IRS990/OtherExpensesGrp/TotalAmt0154960
IRS990/OtherExpensesGrp/TotalAmt163385
IRS990/OtherExpensesGrp/TotalAmt222141
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt07855
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt066997
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt066997
IRS990/OtherRevenueTotalAmt066997
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0287626
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0738255
IRS990/OtherSalariesAndWagesGrp/TotalAmt01025881
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt063179
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt070259
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt031209
IRS990/PayrollTaxesGrp/ProgramServicesAmt079535
IRS990/PayrollTaxesGrp/TotalAmt0110744
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt050695
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0130360
IRS990/PensionPlanContributionsGrp/TotalAmt0181055
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt056845
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt062134
IRS990/PrincipalOfficerNm0ROB POSTMA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTION
IRS990/ProgramServiceRevenueGrp/Desc1TRAINING & REIMBURSEME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02691495
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1145705
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02691495
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1145705
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0237226
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt037317
IRS990/PYOtherExpensesAmt0874368
IRS990/PYOtherRevenueAmt0202268
IRS990/PYProgramServiceRevenueAmt02698210
IRS990/PYRevenuesLessExpensesAmt0650107
IRS990/PYSalariesCompEmpBnftPaidAmt01650546
IRS990/PYTotalExpensesAmt02524914
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03175021
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0196028
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt083952
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02904197
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02869200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02935436
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02527008
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02637809
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02607515
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt013576968
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0145879
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0125049
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0115264
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0126305
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0105956
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0618453
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0145879
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0125049
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0115264
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0126305
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0105956
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0618453
IRS990ScheduleA/InvestmentIncomeCYPct00.04260
IRS990ScheduleA/InvestmentIncomePYPct00.04120
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt066997
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0114536
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt020085
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt049744
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt064182
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0315544
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.93560
IRS990ScheduleA/PublicSupportPY509Pct00.93800
IRS990ScheduleA/PublicSupportTotal509Amt013576968
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02869200
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02935436
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02527008
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02637809
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02607515
IRS990ScheduleA/Total509Grp/TotalAmt013576968
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03082076
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03175021
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02662357
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02813858
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02777653
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt014510965
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/BookValueAmt02976973
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03441127
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt06418100
IRS990ScheduleD/EquipmentGrp/BookValueAmt0359404
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01102727
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01462131
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02810219
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0581465
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0581465
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-348075
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt07855
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OPERATING LEASE LIABILITY
IRS990ScheduleD/RevenueNotReportedAmt0-348075
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.22$0.20$8.02$3.01$3.03$0.02
2023Detailed filing. Detailed filing data is available for this year.$8.07$0.28$7.79$3.01$3.03$0.02
2022Detailed filing. Detailed filing data is available for this year.$7.68$0.21$7.46$3.01$2.81$0.20
2021Detailed filing. Detailed filing data is available for this year.$7.80$0.19$7.61$3.18$2.52$0.65
2020Detailed filing. Detailed filing data is available for this year.$7.17$0.30$6.87$2.66$2.29$0.37
2019Detailed filing. Detailed filing data is available for this year.$6.49$0.10$6.40$2.81$2.42$0.39
2018Detailed filing. Detailed filing data is available for this year.$6.01$0.08$5.93$2.78$1.96$0.82
2017Detailed filing. Detailed filing data is available for this year.$6.21$1.05$5.15$2.42$1.79$0.63
2016Detailed filing. Detailed filing data is available for this year.$6.11$1.65$4.46$1.99$1.58$0.40
2015Detailed filing. Detailed filing data is available for this year.$5.69$1.66$4.03$1.56$1.50$0.06
2014Detailed filing. Detailed filing data is available for this year.$5.69$1.71$3.98$1.70$1.47$0.23
2013Detailed filing. Detailed filing data is available for this year.$5.49$1.74$3.74$1.66$1.42$0.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.27$1.77$3.50$1.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.12$1.82$3.30$1.40
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.22$1.93$3.29$1.34