Civic Intelligence

Openg & Partic Emp Pre-Apprentapprentice & Jrnyman Afirm Action Trng Trust for Utah

990 • Fiscal year 2023 • EIN 94-1640988

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 04, 2024

Organization ProfileN/A
1141 Harbor Bay Pkwy Ste 100Alameda, CA 94502

(510) 671-8800

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$6,675,250

Flat from 2023

Net Assets

Flat

$6,349,251

Flat from 2023

Liabilities

Flat

$325,999

Flat from 2023

Revenue And Expenses

Revenue

Flat

$1,950,735

Flat from 2023

Expenses

Flat

$1,255,796

Flat from 2023

Net Income

Flat

$694,939

Flat from 2023

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $2,062,166Liabilities 2010: $26,019Net Assets 2010: $2,036,1472010Assets 2011: $2,828,350Liabilities 2011: $23,891Net Assets 2011: $2,804,4592011Assets 2012: $2,911,609Liabilities 2012: $36,226Net Assets 2012: $2,875,3832012Assets 2013: $2,857,044Liabilities 2013: $64,410Net Assets 2013: $2,792,6342013Assets 2014: $2,705,445Liabilities 2014: $31,007Net Assets 2014: $2,674,4382014Assets 2015: $2,843,579Liabilities 2015: $110,410Net Assets 2015: $2,733,1692015Assets 2016: $2,759,748Liabilities 2016: $80,261Net Assets 2016: $2,679,4872016Assets 2017: $2,782,148Liabilities 2017: $206,128Net Assets 2017: $2,576,0202017Assets 2018: $2,736,109Liabilities 2018: $114,036Net Assets 2018: $2,622,0732018Assets 2019: $3,222,547Liabilities 2019: $59,502Net Assets 2019: $3,163,0452019Assets 2020: $4,381,220Liabilities 2020: $99,056Net Assets 2020: $4,282,1642020Assets 2021: $5,211,052Liabilities 2021: $108,459Net Assets 2021: $5,102,5932021Assets 2022: $5,438,203Liabilities 2022: $128,157Net Assets 2022: $5,310,0462022Assets 2023: $6,675,250Liabilities 2023: $325,999Net Assets 2023: $6,349,2512023Assets 2023: $6,675,250Liabilities 2023: $325,999Net Assets 2023: $6,349,2512023Assets 2024: $7,552,984Liabilities 2024: $134,573Net Assets 2024: $7,418,4112024

Highlighted filing

2023

Assets$6,675,250
Liabilities$325,999
Net Assets$6,349,251
Open 2023 Filing

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $1,343,861Expenses 2010: $789,419Net Income 2010: $554,4422010Revenue 2011: $1,481,108Expenses 2011: $730,240Net Income 2011: $750,8682011Revenue 2012: $828,706Expenses 2012: $768,579Net Income 2012: $60,1272012Revenue 2013: $661,086Expenses 2013: $735,365Net Income 2013: -$74,2792013Revenue 2014: $663,297Expenses 2014: $766,108Net Income 2014: -$102,8112014Revenue 2015: $838,690Expenses 2015: $767,645Net Income 2015: $71,0452015Revenue 2016: $810,209Expenses 2016: $866,124Net Income 2016: -$55,9152016Revenue 2017: $849,181Expenses 2017: $959,217Net Income 2017: -$110,0362017Revenue 2018: $982,099Expenses 2018: $844,753Net Income 2018: $137,3462018Revenue 2019: $1,173,855Expenses 2019: $827,811Net Income 2019: $346,0442019Revenue 2020: $1,929,848Expenses 2020: $894,612Net Income 2020: $1,035,2362020Revenue 2021: $1,769,757Expenses 2021: $960,857Net Income 2021: $808,9002021Revenue 2022: $1,875,097Expenses 2022: $1,109,106Net Income 2022: $765,9912022Revenue 2023: $1,950,735Expenses 2023: $1,255,796Net Income 2023: $694,9392023Revenue 2023: $1,950,735Expenses 2023: $1,255,796Net Income 2023: $694,9392023Revenue 2024: $2,350,248Expenses 2024: $1,495,642Net Income 2024: $854,6062024

Highlighted filing

2023

Revenue$1,950,735
Expenses$1,255,796
Net Income$694,939
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 4, 2024
Return Version
2023v5.1
Gross Receipts
$3,177,658
Mission and Program Overview

Mission

To provde a journeyman and apprentice training program for the operating engineers of utah covered by the collective bargaining agreements between the employers and the union.

To provide a journeyman and apprentice training program for the operating engineers of utah covered by the collective bargaining agreements between the employers and the union.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$5,310,046$6,349,251▲ $1,039,205
Investments in Publicly Traded Securities$2,889,626$3,837,206▲ $947,580
Land, Buildings, and Equipment, Net$1,360,462$1,455,719▲ $95,257
Savings and Temporary Cash Investments$0$1,021,963▲ $1,021,963
Accounts Receivable$252,629$288,035▲ $35,406
Pledges and Grants Receivable$14,964$42,269▲ $27,305
Prepaid Expenses and Deferred Charges$12,121$14,940▲ $2,819
Cash and Non-Interest-Bearing Accounts$880,121$6,896▼ $873,225
Other Notes and Loans Receivable, Net$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
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
Total Assets$5,438,203$6,675,250▲ $1,237,047
Other Assets Total$28,280$8,222▼ $20,058
Liabilities
Accounts Payable and Accrued Expenses$63,702$279,994▲ $216,292
Other Liabilities$64,455$46,005▼ $18,450
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$128,157$325,999▲ $197,842
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,310,046$6,349,251▲ $1,039,205
Total Liabilities and Net Assets / Fund Balance$5,438,203$6,675,250▲ $1,237,047

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,455,719$955,383$2,411,102
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeff Andersonapprenticeship training DirectorFT$156,014$71,663$227,677
Lee G TerryTrusteeFT$121,584$71,663$193,247
Jake CrystalTrusteeFT$118,912$71,663$190,575

Board Members and Trustees

NameTitle
Andy AndersonTrustee
Brandon DewTrustee
Dan LowryTrustee
Garrett UpdikeTrustee
Jon BambroughTrustee
Justin DistonTrustee
Lon StamTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$110,269
Program Service Revenue
$1,689,401
Investment Income
$63,607
Other Revenue
$87,458
All Other Contributions
$110,269
Change in Net Assets
$694,939

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,950,735
Revenue Not Reported on Form 990
$344,266
Total Revenue per Audited Statements
$2,295,001
Total Revenue per Form 990
$1,950,735
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$722,782
Other Expenses$533,014
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$462,356$0$0$462,356
Pension Plan Contributions$158,049$0$0$158,049
Other Expenses$84,152$0$0$84,152
Other Employee Benefits$67,085$0$0$67,085
All Other Expenses$30,869$9,442-$40,311
Payroll Taxes$35,292$0$0$35,292
Office Expenses$32,726$0$0$32,726
Fees for Service Investment Mgmnt Fees$0$22,744$0$22,744
Fees for Services Management$0$11,715$0$11,715
Fees for Services Accounting$0$11,000$0$11,000
Insurance$9,475$0$0$9,475
Travel$9,353$0$0$9,353
Fees for Services Legal$0$8,773$0$8,773
Occupancy$5,029$0$0$5,029
Fees for Services Other$0$750$0$750
Total Functional Expenses$1,191,372$64,424$0$1,255,796

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,255,796
Total Expenses per Audited Statements$1,255,796
Total Expenses per Form 990$1,255,796
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Vacation Payable$37,783
Lease Obligation$8,222
Due to Mpsa, Inc.$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
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI, SECTION A, LINE 8B:

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

PART VI, SECTION B, LINE 11B:

“All board members are issued a copy of the tax returns for review along with a copy of the annual audit.”

PART VI, SECTION B, LINE 12C:

“To monitor and enforce compliance with the conflict of interest policy, the trust employs a senior vice president and chief compliance officer.”

PART VI, SECTION C, LINE 19:

“The trust makes its governing documents and financial statements available to participants upon request.”

PART VII, SECTION A, LINE 1A:

“Trustees are not compensated by the trust. Compensation paid to trustees employed by other related organizations is reported on the form 990 filed with the irs by the related tax-exempt organization. If you would like additional information, please contact the third party administrator, zenith american solutions. Below is the related organization that paid compensation to certain trustees: international union of operating engineers local no. 3 ein: 94-0577785”

Filing and Contact Details

Filer

Filer Name
Operating Engineers & Participating
EIN
94-1640988
In Care Of
% ZENITH AMERICAN SOLUTIONS
Phone
5106718800
Address
1141 Harbor Bay Pkwy Ste 100, Alameda, CA 94502

Signing Officer

Name
Justin Diston
Title
Trustee
Phone
5106718800
Signed
2024-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Justin Diston
Formed
1966
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
4
Employees
6
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
595 MARKET ST STE 920, SAN FRANCISCO, CA 94105-2814
Preparer
Jesse Ward
Phone
4159563600
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the trust and recognize a tax liability if the trust has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The trust is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

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IRS990/GrossReceiptsAmt03177658
IRS990/GrossSalesOfInventoryAmt00
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IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
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IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt00
IRS990/InsuranceGrp/ProgramServicesAmt09475
IRS990/InsuranceGrp/TotalAmt09475
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0136946
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0136946
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02889626
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03837206
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0955383
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01360462
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01455719
IRS990/LandBldgEquipCostOrOtherBssAmt02411102
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01226923
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE A JOURNEYMAN AND APPRENTICE TRAINING PROGRAM FOR THE OPERATING ENGINEERS OF UTAH COVERED BY THE COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE EMPLOYERS AND THE UNION.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt05310046
IRS990/NetAssetsOrFundBalancesEOYAmt06349251
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-73339
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-73339
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0344266
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt05029
IRS990/OccupancyGrp/TotalAmt05029
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt032726
IRS990/OfficeExpensesGrp/TotalAmt032726
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt028280
IRS990/OtherAssetsTotalGrp/EOYAmt08222
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt067085
IRS990/OtherEmployeeBenefitsGrp/TotalAmt067085
IRS990/OtherExpensesGrp/Desc0EQUIP MAINT & OPERATIONS
IRS990/OtherExpensesGrp/Desc1TRAINING AND DEVELOPMENT
IRS990/OtherExpensesGrp/Desc2DEPRECIATION
IRS990/OtherExpensesGrp/Desc3NAT'L TRAINING FUND TRANSFERS
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt089083
IRS990/OtherExpensesGrp/ProgramServicesAmt137578
IRS990/OtherExpensesGrp/ProgramServicesAmt2170325
IRS990/OtherExpensesGrp/ProgramServicesAmt384152
IRS990/OtherExpensesGrp/TotalAmt089083
IRS990/OtherExpensesGrp/TotalAmt137578
IRS990/OtherExpensesGrp/TotalAmt2170325
IRS990/OtherExpensesGrp/TotalAmt384152
IRS990/OtherLiabilitiesGrp/BOYAmt064455
IRS990/OtherLiabilitiesGrp/EOYAmt046005
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/Desc1NATIONAL TRAINING FUND CONTRIBUTIONS
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/ExclusionAmt10
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03306
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt184152
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03306
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt184152
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt10
IRS990/OtherRevenueTotalAmt087458
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0462356
IRS990/OtherSalariesAndWagesGrp/TotalAmt0462356
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt035292
IRS990/PayrollTaxesGrp/TotalAmt035292
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0158049
IRS990/PensionPlanContributionsGrp/TotalAmt0158049
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt014964
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt042269
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt012121
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt014940
IRS990/PrincipalOfficerNm0JUSTIN DISTON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01689401
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01689401
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt051829
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0147370
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0421646
IRS990/PYOtherRevenueAmt05555
IRS990/PYProgramServiceRevenueAmt01670343
IRS990/PYRevenuesLessExpensesAmt0765991
IRS990/PYSalariesCompEmpBnftPaidAmt0687460
IRS990/PYTotalExpensesAmt01109106
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01875097
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0694939
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt05310046
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt06349251
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01021963
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,675,250
Liabilities
$325,999
Net assets
$6,349,251
Revenue
$1,950,735
Expenses
$1,255,796
Net income
$694,939
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.55$0.13$7.42$2.35$1.50$0.85
2023Detailed filing. Detailed filing data is available for this year.$6.68$0.33$6.35$1.95$1.26$0.69
2023Summary only. Only limited summary data is available for this year.$6.68$0.33$6.35$1.95$1.26$0.69
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.44$0.13$5.31$1.88$1.11$0.77
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.21$0.11$5.10$1.77$0.96$0.81
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.38$0.10$4.28$1.93$0.89$1.04
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.22$0.06$3.16$1.17$0.83$0.35
2018Summary only. Only limited summary data is available for this year.$2.74$0.11$2.62$0.98$0.84$0.14
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.78$0.21$2.58$0.85$0.96$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.76$0.08$2.68$0.81$0.87$0.06
2015Detailed filing. Detailed filing data is available for this year.$2.84$0.11$2.73$0.84$0.77$0.07
2014Detailed filing. Detailed filing data is available for this year.$2.71$0.03$2.67$0.66$0.77$0.10
2013Summary only. Only limited summary data is available for this year.$2.86$0.06$2.79$0.66$0.74$0.07
2012Summary only. Only limited summary data is available for this year.$2.91$0.04$2.88$0.83$0.77$0.06
2011Summary only. Only limited summary data is available for this year.$2.83$0.02$2.80$1.48$0.73$0.75
2010Summary only. Only limited summary data is available for this year.$2.06$0.03$2.04$1.34$0.79$0.55