Civic Intelligence

Ua Local 467 Apprenticeship and Training Trust for San Mateo County

EIN 94-1201260 • 501(c)3 • Burlingame, CA

View Organization Page

Profile

Operation of a training school for apprenticeship and journeymen plumbers

1519 Rollins RoadBurlingame, CA 94010

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

23rd percentile

0.00x

Higher debt load relative to revenue than 23% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

45th percentile

2.1%

Higher net margin than 45% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

96th percentile

$389,563

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 13.9% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

6th percentile

-36%

Faster asset growth than 6% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

15th percentile

-20%

Faster revenue growth than 15% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$5,961,262

Up $1,031,617 (+21%) from 2022

Liabilities

Up

$94,007

Up $44,359 (+89%) from 2022

Net Assets

Up

$5,867,255

Up $987,258 (+20%) from 2022

Operations
Liabilities / Revenue23rd percentileNet Margin45th percentile

Revenue

Up

$3,518,781

Up $1,003,881 (+40%) from 2022

Expenses

Up

$2,704,669

Up $214,704 (+8.6%) from 2022

Net Income

Up

$814,112

Up $789,177 (+3165%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth6th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0-$2.0MAssets 2010: $481,921Liabilities 2010: $644Net Assets 2010: $481,2772010Assets 2011: $451,508Liabilities 2011: $419Net Assets 2011: $451,0892011Assets 2012: $695,052Liabilities 2012: $410Net Assets 2012: $694,6422012Assets 2013: $854,603Liabilities 2013: $667Net Assets 2013: $853,9362013Assets 2014: $1,076,953Liabilities 2014: $1,410Net Assets 2014: $1,075,5432014Assets 2015: $1,220,504Liabilities 2015: $3,073Net Assets 2015: $1,217,4312015Assets 2016: $1,467,296Liabilities 2016: $2,827Net Assets 2016: $1,464,4692016Assets 2017: $1,875,075Liabilities 2017: $2,528Net Assets 2017: $1,872,5472017Assets 2018: $2,531,292Liabilities 2018: $3,210Net Assets 2018: $2,528,0822018Assets 2019: $2,012,107Liabilities 2019: -$18,294Net Assets 2019: $2,030,4012019Assets 2020: $2,515,556Liabilities 2020: -$34,917Net Assets 2020: $2,550,4732020Assets 2021: $2,792,616Liabilities 2021: -$14,790Net Assets 2021: $2,807,4062021Assets 2022: $4,929,645Liabilities 2022: $49,648Net Assets 2022: $4,879,9972022Assets 2023: $5,961,262Liabilities 2023: $94,007Net Assets 2023: $5,867,2552023

Highlighted filing

2023

Assets$5,961,262
Liabilities$94,007
Net Assets$5,867,255
Open 2023 Filing

Operations Trend

Revenue Growth15th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2010: $964,355Expenses 2010: $979,099Net Income 2010: -$14,7442010Revenue 2011: $862,816Expenses 2011: $893,004Net Income 2011: -$30,1882011Revenue 2012: $1,125,229Expenses 2012: $881,676Net Income 2012: $243,5532012Revenue 2013: $1,190,805Expenses 2013: $1,031,511Net Income 2013: $159,2942013Revenue 2014: $1,210,344Expenses 2014: $988,737Net Income 2014: $221,6072014Revenue 2015: $1,239,783Expenses 2015: $1,097,895Net Income 2015: $141,8882015Revenue 2016: $1,381,577Expenses 2016: $1,134,539Net Income 2016: $247,0382016Revenue 2017: $1,817,432Expenses 2017: $1,476,955Net Income 2017: $340,4772017Revenue 2018: $2,300,365Expenses 2018: $1,573,667Net Income 2018: $726,6982018Revenue 2019: $2,537,174Expenses 2019: $3,188,774Net Income 2019: -$651,6002019Revenue 2020: $2,268,393Expenses 2020: $1,559,292Net Income 2020: $709,1012020Revenue 2021: $3,010,486Expenses 2021: $1,963,722Net Income 2021: $1,046,7642021Revenue 2022: $2,514,900Expenses 2022: $2,489,965Net Income 2022: $24,9352022Revenue 2023: $3,518,781Expenses 2023: $2,704,669Net Income 2023: $814,1122023

Highlighted filing

2023

Revenue$3,518,781
Expenses$2,704,669
Net Income$814,112
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$5,961,262
Liabilities
$94,007
Net assets
$5,867,255
Revenue
$3,518,781
Expenses
$2,704,669
Net income
$814,112
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$5.96$0.09$5.87$3.52$2.70$0.81
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.93$0.05$4.88$2.51$2.49$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.79$0.01$2.81$3.01$1.96$1.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.52$0.03$2.55$2.27$1.56$0.71
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.01$0.02$2.03$2.54$3.19$0.65
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.53$0.00$2.53$2.30$1.57$0.73
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.00$1.87$1.82$1.48$0.34
2016Summary only. Only limited summary data is available for this year.$1.47$0.00$1.46$1.38$1.13$0.25
2015Summary only. Only limited summary data is available for this year.$1.22$0.00$1.22$1.24$1.10$0.14
2014Summary only. Only limited summary data is available for this year.$1.08$0.00$1.08$1.21$0.99$0.22
2013Summary only. Only limited summary data is available for this year.$0.85$0.00$0.85$1.19$1.03$0.16
2012Summary only. Only limited summary data is available for this year.$0.70$0.00$0.69$1.13$0.88$0.24
2011Summary only. Only limited summary data is available for this year.$0.45$0.00$0.45$0.86$0.89$0.03
2010Summary only. Only limited summary data is available for this year.$0.48$0.00$0.48$0.96$0.98$0.01
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 13, 2023
Return Version
2022v5.0
Gross Receipts
$2,704,431
Mission and Program Overview

Mission

To provide for the establishment and administration of an Apprenticeship and Training Trust for members of UA Local 467 and other UA Local Unions who are working primarily in the jurisdiction of the UA Local 467. The purposes include educating and training persons in all phases of the Plumbing and Pipe Fitting Industry to the end that there shall be an adequate supply of educated and skilled journeymen available for the jurisdiction.

Operation of a training school for apprenticeship and journeymen plumbers

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$61,537$2,564,998▲ $2,503,461
Investments Other Securities$2,082,408$1,780,976▼ $301,432
Savings and Temporary Cash Investments$648,513$408,025▼ $240,488
Accounts Receivable-$175,520-
Cash and Non-Interest-Bearing Accounts$158$126▼ $32
Total Assets$2,792,616$4,929,645▲ $2,137,029
Liabilities
Accounts Payable and Accrued Expenses$-12$49,648▲ $49,660
Deferred Revenue$-14,778--
Total Liabilities$-14,790$49,648▲ $64,438
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,807,406$4,879,997▲ $2,072,591
Total Net Assets Fund Balance$2,807,406$4,879,997▲ $2,072,591
Total Liabilities and Net Assets / Fund Balance$2,792,616$4,929,645▲ $2,137,029

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,564,998$1,077,543$3,642,541
Other Securities$1,780,976--
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephan SchnellAdvisorFT$221,050$94,096$315,146
Ryan Marr-wyattSupervisor of InstructionPT$75,067$14,303$89,370

Board Members and Trustees

NameTitle
Eric TassioChairman
Ron BellantiChairman
Alex HallTrustee
Don TaylorTrustee
James J KastelicTrustee
Mark NelsonTrustee
Michael DoughertyTrustee
Phil CarlevarisTrustee
Scott DennyTrustee
Mark BurriSecretary
Scott BealeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$640,478
Program Service Revenue
$1,828,520
Investment Income
$45,902
Other Revenue
$0
Change in Net Assets
$24,935

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,514,900
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-373,342
Total Revenue per Audited Statements
$2,141,558
Total Revenue per Form 990
$2,514,900
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,525,734
Other Expenses$964,231
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,096,320--$1,096,320
Depreciation Depletion$291,339--$291,339
Pension Plan Contributions$183,879--$183,879
Current Officers, Directors, Trustees, and Key Employees$89,370--$89,370
Payroll Taxes$88,832--$88,832
Other Employee Benefits$67,333--$67,333
All Other Expenses$49,046$3,276-$52,322
Office Expenses-$37,750-$37,750
Other Expenses$33,020--$33,020
Insurance-$28,854-$28,854
Fees for Services Accounting-$16,768-$16,768
Total Functional Expenses$2,403,317$86,648$0$2,489,965

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,701,461
Expenses per Audited Statements$2,489,965
Total Expenses per Form 990$2,489,965
Expenses Not Reported on Form 990$211,496
Expenses Not Reported on Financial Statements$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 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
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

“The organization does not have any committees with the authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“The trustees designate the administrator to review the form.”

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

“Distribution and review of policy.”

Form 990, Part VI, Section C, Line 19

“The entity makes it governing documents, conflict of interest policy and financial statements available upon request.”

Filing and Contact Details

Filer

Filer Name
Ua Local 467 Apprenticeship and Training
EIN
94-1201260
Phone
6506920442
Address
1519 ROLLINS ROAD, BURLINGAME, CA 94010

Signing Officer

Name
Stephan Schnell
Title
Director
Phone
6506920442
Signed
2023-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephan Schnell
Formed
1955
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
36
Volunteers
12

Preparer

Firm
Eide Bailly Llp
Address
10681 FOOTHILL BLVD STE 300, RANCHO CUCAMONGA, CA 91730-3831
Preparer
Catherine L Gray CPA
Phone
9094664410
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The trust has adopted guidance on accounting for uncertainty in income taxes issued by the financial accounting standards board. The trust administrator believes that the trust has not taken uncertain tax positions that require adjustment to the financial statements as a tax liability. Informational tax returns, for tax years for which the applicable statutes of limitations have not expired, are subject to examination by authorities.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Building corporation separate return 211,496.”

Raw XML AppendixShowing 400 of 592 raw XML fields

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/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt010469
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GovernmentGrantsAmt0640478
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0200000
IRS990/GrossReceiptsAmt02704431
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt028854
IRS990/InsuranceGrp/TotalAmt028854
IRS990/InvestmentIncomeGrp/ExclusionAmt035433
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt035433
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02082408
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01780976
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01077543
IRS990/LandBldgEquipBasisNetGrp/BOYAmt061537
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02564998
IRS990/LandBldgEquipCostOrOtherBssAmt03642541
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0189531
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0OPERATION OF A TRAINING SCHOOL FOR APPRENTICESHIP AND JOURNEYMEN PLUMBERS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02807406
IRS990/NetAssetsOrFundBalancesEOYAmt04879997
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt010469
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt010469
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-373342
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02807406
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04879997
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt037750
IRS990/OfficeExpensesGrp/TotalAmt037750
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt067333
IRS990/OtherEmployeeBenefitsGrp/TotalAmt067333
IRS990/OtherExpensesGrp/Desc0APPRENTICESHIP TRAINING
IRS990/OtherExpensesGrp/Desc1JOURNEYMAN TRAINING EXP
IRS990/OtherExpensesGrp/Desc2PUBLIC RELATIONS
IRS990/OtherExpensesGrp/Desc3GRANT INCOME COORDINATI
IRS990/OtherExpensesGrp/ProgramServicesAmt0341252
IRS990/OtherExpensesGrp/ProgramServicesAmt1113279
IRS990/OtherExpensesGrp/ProgramServicesAmt249647
IRS990/OtherExpensesGrp/ProgramServicesAmt333020
IRS990/OtherExpensesGrp/TotalAmt0341252
IRS990/OtherExpensesGrp/TotalAmt1113279
IRS990/OtherExpensesGrp/TotalAmt249647
IRS990/OtherExpensesGrp/TotalAmt333020
IRS990/OtherInd0X
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01096320
IRS990/OtherSalariesAndWagesGrp/TotalAmt01096320
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt088832
IRS990/PayrollTaxesGrp/TotalAmt088832
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0183879
IRS990/PensionPlanContributionsGrp/TotalAmt0183879
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0STEPHAN SCHNELL
IRS990/PriorPeriodAdjustmentsAmt02420999
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0230000
IRS990/ProgramServiceRevenueGrp/BusinessCd1230000
IRS990/ProgramServiceRevenueGrp/Desc0ASSESSMENTS
IRS990/ProgramServiceRevenueGrp/Desc1OTHER
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01793039
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt135481
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01793039
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt135481
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0675274
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0327929
IRS990/PYOtherExpensesAmt0624444
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02007283
IRS990/PYRevenuesLessExpensesAmt01046764
IRS990/PYSalariesCompEmpBnftPaidAmt01339278
IRS990/PYTotalExpensesAmt01963722
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03010486
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt024935
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01828520
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0648513
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0408025
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0640478
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0675274
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0510317
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0690719
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0426450
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02943238
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt035433
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0327929
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0190218
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt033547
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt034153
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0621280
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt035433
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0327929
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0190218
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt033547
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt034153
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0621280
IRS990ScheduleA/InvestmentIncomeCYPct00.04960
IRS990ScheduleA/InvestmentIncomePYPct00.05080
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.95040
IRS990ScheduleA/PublicSupportPY509Pct00.94920
IRS990ScheduleA/PublicSupportTotal509Amt011902131
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearAmt01828520
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus1YearAmt02007284
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus2YearsAmt01567858
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus3YearsAmt01762573
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus4YearsAmt01792658
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt08958893
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02468998
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02682558
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02078175
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02453292
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02219108
IRS990ScheduleA/Total509Grp/TotalAmt011902131
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02504431
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03010487
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02268393
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02486839
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02253261
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt012523411
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/EquipmentGrp/BookValueAmt02564998
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01077543
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03642541
IRS990ScheduleD/ExpensesNotReportedAmt0211496
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02489965
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-373342
IRS990ScheduleD/OtherExpensesIncludedAmt0211496
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01780976
IRS990ScheduleD/OtherSecuritiesGrp/Desc0OTHER INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/RevenueNotReportedAmt0-373342
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02514900
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST HAS ADOPTED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD. THE TRUST ADMINISTRATOR BELIEVES THAT THE TRUST HAS NOT TAKEN UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS AS A TAX LIABILITY. INFORMATIONAL TAX RETURNS, FOR TAX YEARS FOR WHICH THE APPLICABLE STATUTES OF LIMITATIONS HAVE NOT EXPIRED, ARE SUBJECT TO EXAMINATION BY AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1BUILDING CORPORATION SEPARATE RETURN 211,496.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02564998
IRS990ScheduleD/TotalBookValueSecuritiesAmt01780976
IRS990ScheduleD/TotalExpensesPerForm990Amt02489965
IRS990ScheduleD/TotalRevenuePerForm990Amt02514900
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02141558
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02701461
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3221050
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20

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