Civic Intelligence

Operating Engineer and Northern Ca Affirmative Action Training Fund

990 • Fiscal year 2017 • EIN 94-2289979

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 04, 2018

Organization ProfileN/A
1600 Harbor Bay Pkwy Ste 200Alameda, CA 94502

(510) 671-8800

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.60x

Higher debt load relative to assets than 83% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

76th percentile

0.43x

Higher debt load relative to revenue than 76% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

79th percentile

21%

Higher net margin than 79% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

89th percentile

$191,679

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 8.4% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

91st percentile

48%

Faster asset growth than 91% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

75th percentile

23%

Faster revenue growth than 75% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$1,622,601

Up $527,451 (+48%) from 2016

Net Assets

Up

$653,174

Up $480,666 (+279%) from 2016

Liabilities

Up

$969,427

Up $46,785 (+5.1%) from 2016

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin79th percentile

Revenue

Up

$2,275,099

Up $425,557 (+23%) from 2016

Expenses

Up

$1,794,433

Up $92,271 (+5.4%) from 2016

Net Income

Up

$480,666

Up $333,286 (+226%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$10M$5.0M$0Assets 2010: $983,605Liabilities 2010: $49,437Net Assets 2010: $934,1682010Assets 2011: $698,191Liabilities 2011: $46,215Net Assets 2011: $651,9762011Assets 2012: $571,935Liabilities 2012: $43,560Net Assets 2012: $528,3752012Assets 2013: $977,082Liabilities 2013: $190,325Net Assets 2013: $786,7572013Assets 2014: $620,484Liabilities 2014: $93,926Net Assets 2014: $526,5582014Assets 2015: $720,127Liabilities 2015: $128,185Net Assets 2015: $591,9422015Assets 2016: $1,095,150Liabilities 2016: $922,642Net Assets 2016: $172,5082016Assets 2017: $1,622,601Liabilities 2017: $969,427Net Assets 2017: $653,1742017Assets 2018: $2,362,964Liabilities 2018: $831,960Net Assets 2018: $1,531,0042018Assets 2019: $3,400,451Liabilities 2019: $750,291Net Assets 2019: $2,650,1602019Assets 2020: $4,463,983Liabilities 2020: $757,137Net Assets 2020: $3,706,8462020Assets 2021: $6,093,529Liabilities 2021: $725,608Net Assets 2021: $5,367,9212021Assets 2022: $6,794,817Liabilities 2022: $218,059Net Assets 2022: $6,576,7582022Assets 2023: $8,153,613Liabilities 2023: $277,685Net Assets 2023: $7,875,9282023Assets 2024: $9,795,936Liabilities 2024: $220,299Net Assets 2024: $9,575,6372024

Highlighted filing

2017

Assets$1,622,601
Liabilities$969,427
Net Assets$653,174
Open 2017 Filing

Operations Trend

Revenue Growth75th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2010: $404,524Expenses 2010: $755,497Net Income 2010: -$350,9732010Revenue 2011: $474,167Expenses 2011: $756,359Net Income 2011: -$282,1922011Revenue 2012: $637,467Expenses 2012: $761,068Net Income 2012: -$123,6012012Revenue 2013: $1,287,372Expenses 2013: $1,028,990Net Income 2013: $258,3822013Revenue 2014: $1,025,952Expenses 2014: $1,285,643Net Income 2014: -$259,6912014Revenue 2015: $1,381,427Expenses 2015: $1,316,043Net Income 2015: $65,3842015Revenue 2016: $1,849,542Expenses 2016: $1,702,162Net Income 2016: $147,3802016Revenue 2017: $2,275,099Expenses 2017: $1,794,433Net Income 2017: $480,6662017Revenue 2018: $2,914,875Expenses 2018: $2,037,045Net Income 2018: $877,8302018Revenue 2019: $3,252,438Expenses 2019: $2,133,282Net Income 2019: $1,119,1562019Revenue 2020: $2,853,693Expenses 2020: $1,797,007Net Income 2020: $1,056,6862020Revenue 2021: $3,611,924Expenses 2021: $1,950,884Net Income 2021: $1,661,0402021Revenue 2022: $3,427,181Expenses 2022: $1,999,041Net Income 2022: $1,428,1402022Revenue 2023: $3,492,160Expenses 2023: $2,261,222Net Income 2023: $1,230,9382023Revenue 2024: $3,954,661Expenses 2024: $2,263,216Net Income 2024: $1,691,4452024

Highlighted filing

2017

Revenue$2,275,099
Expenses$1,794,433
Net Income$480,666
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 4, 2018
Return Version
2017v2.3
Gross Receipts
$2,275,099
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$383,122$661,259▲ $278,137
Rtn Earn Endowment Incm Other Fnds$172,508$653,174▲ $480,666
Accounts Receivable$327,140$397,504▲ $70,364
Land, Buildings, and Equipment, Net$19,529$252,460▲ $232,931
Savings and Temporary Cash Investments$208,016$208,031▲ $15
Pledges and Grants Receivable$73,510$63,676▼ $9,834
Prepaid Expenses and Deferred Charges$1,548$11,496▲ $9,948
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
Investments in Publicly Traded Securities$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$1,095,150$1,622,601▲ $527,451
Other Assets Total$82,285$28,175▼ $54,110
Liabilities
Other Liabilities$856,757$817,211▼ $39,546
Accounts Payable and Accrued Expenses$62,755$152,216▲ $89,461
Mortgage Notes Payable Secured by Investment Property$3,130$0▼ $3,130
Grants Payable$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$922,642$969,427▲ $46,785
Net Assets / Fund Balance
Total Net Assets Fund Balance$172,508$653,174▲ $480,666
Total Liabilities and Net Assets / Fund Balance$1,095,150$1,622,601▲ $527,451

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$238,961$75,811$314,772
Equipment$13,499$23,449$36,948
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joanie ThorntonTraining DirectorFT$113,688$77,991$191,679
Sherry ChapinT & I CoordinatorFT$101,131$77,991$179,122

Board Members and Trustees

NameTitle
Anthony MccantsCo-chairman
Russell BurnsCo-chairman
Bruce NoelTrustee
Dan RedingTrustee
David StantonTrustee
Ed KingTrustee
Gene FeickertTrustee
James SullivanTrustee
Jeff NielsenTrustee
Jim BackmanTrustee
John RectorTrustee
Michael StrunkTrustee
Pat ReiTrustee
Randy SmithTrustee
Steve IngersollTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$94,096
Program Service Revenue
$1,820,624
Investment Income
$409
Other Revenue
$359,970
Change in Net Assets
$480,666

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,275,099
Total Revenue per Audited Statements
$2,275,099
Total Revenue per Form 990
$2,275,099
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,324,718
Other Expenses$469,715
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$844,887$0$0$844,887
Pension Plan Contributions$231,970$0$0$231,970
Other Employee Benefits$177,369$0$0$177,369
Occupancy$97,857$0$0$97,857
Payroll Taxes$70,492$0$0$70,492
Depreciation Depletion$45,354$0$0$45,354
Office Expenses$45,187$0$0$45,187
Fees for Services Management$0$33,100$0$33,100
All Other Expenses$31,557--$31,557
Fees for Services Other-$23,210-$23,210
Other Expenses$20,285$0$0$20,285
Fees for Services Accounting$0$16,379$0$16,379
Fees for Services Legal$0$13,916$0$13,916
Travel$12,493$0$0$12,493
Insurance$11,943$0$0$11,943
Conferences and Meetings$6,859$0$0$6,859
Total Functional Expenses$1,707,828$86,605$0$1,794,433

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,794,433
Total Expenses per Audited Statements$1,794,433
Total Expenses per Form 990$1,794,433
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
Withdrawal Liability Payable$719,137
Due to Other Trust Funds$57,390
Vacation Payable$29,807
Due to Multi-plan Svcs Acct$10,877
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Operating Engineers & No Calif Surveyor
EIN
94-2289979
In Care Of
% ZENITH AMERICAN SOLUTIONS
Phone
5106718800
Address
1600 HARBOR BAY PKWY STE 200, ALAMEDA, CA 94502

Signing Officer

Name
Gene Feickert
Title
co-chairman
Phone
5106718800
Signed
2018-10-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Russell Burns
Formed
1974
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
26
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
TWO EMBARCADERO CTR STE 2280, SAN FRANCISCO, CA 94111-3916
Preparer
Catherine Gardner
Phone
4159563600
Supplemental Narrative

Additional Explanations

PART I AND PART III, LINE 1 - ORGANIZATION'S MISSION:

“To provide training to pre-apprentice, apprentice, and journeyman surveyors and training for testing and inspection. 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 c, line 19: the trust makes its governing documents and financial statements available to participants upon request.”

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.”

Raw XML AppendixShowing 400 of 666 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt062755
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0152216
IRS990/AccountsReceivableGrp/BOYAmt0327140
IRS990/AccountsReceivableGrp/EOYAmt0397504
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SEE SCHEDULE O
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherExpensesGrp/ProgramServicesAmt031557
IRS990/AllOtherExpensesGrp/TotalAmt031557
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0ZENITH AMERICAN SOLUTIONS
IRS990/BooksInCareOfDetail/PhoneNum05106718800
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01600 HARBOR BAY PKWY STE 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0ALAMEDA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094502
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0383122
IRS990/CashNonInterestBearingGrp/EOYAmt0661259
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/ConferencesMeetingsGrp/FundraisingAmt00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt06859
IRS990/ConferencesMeetingsGrp/TotalAmt06859
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt094096
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0409
IRS990/CYOtherExpensesAmt0469715
IRS990/CYOtherRevenueAmt0359970
IRS990/CYProgramServiceRevenueAmt01820624
IRS990/CYRevenuesLessExpensesAmt0480666
IRS990/CYSalariesCompEmpBnftPaidAmt01324718
IRS990/CYTotalExpensesAmt01794433
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02275099
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt045354
IRS990/DepreciationDepletionGrp/TotalAmt045354
IRS990/Desc0TO PROVIDE TRAINING TO PRE-APPRENTICE, APPRENTICE AND JOURNEYMAN SURVEYORS AND TRAINING FOR TESTING AND INSPECTION.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt026
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt01707828
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt016379
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt016379
IRS990/FeesForServicesLegalGrp/FundraisingAmt00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt013916
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt013916
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/FundraisingAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt033100
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt033100
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt023210
IRS990/FeesForServicesOtherGrp/TotalAmt023210
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt160.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1640.0
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1577991
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1677991
IRS990/Form990PartVIISectionAGrp/PersonNm0ANTHONY MCCANTS
IRS990/Form990PartVIISectionAGrp/PersonNm1GENE FEICKERT
IRS990/Form990PartVIISectionAGrp/PersonNm2RANDY SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm3JEFF NIELSEN
IRS990/Form990PartVIISectionAGrp/PersonNm4PAT REI
IRS990/Form990PartVIISectionAGrp/PersonNm5DAVID STANTON
IRS990/Form990PartVIISectionAGrp/PersonNm6RUSSELL BURNS
IRS990/Form990PartVIISectionAGrp/PersonNm7STEVE INGERSOLL
IRS990/Form990PartVIISectionAGrp/PersonNm8BRUCE NOEL
IRS990/Form990PartVIISectionAGrp/PersonNm9JOHN RECTOR
IRS990/Form990PartVIISectionAGrp/PersonNm10DAN REDING
IRS990/Form990PartVIISectionAGrp/PersonNm11JAMES SULLIVAN
IRS990/Form990PartVIISectionAGrp/PersonNm12JIM BACKMAN
IRS990/Form990PartVIISectionAGrp/PersonNm13ED KING
IRS990/Form990PartVIISectionAGrp/PersonNm14MICHAEL STRUNK
IRS990/Form990PartVIISectionAGrp/PersonNm15JOANIE THORNTON
IRS990/Form990PartVIISectionAGrp/PersonNm16SHERRY CHAPIN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15113688
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16101131
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0CO-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6CO-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRAINING DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16T & I COORDINATOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GovernmentGrantsAmt063676
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt02275099
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt00
IRS990/InsuranceGrp/ProgramServicesAmt011943
IRS990/InsuranceGrp/TotalAmt011943
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0409
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0409
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt099260
IRS990/LandBldgEquipBasisNetGrp/BOYAmt019529
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0252460
IRS990/LandBldgEquipCostOrOtherBssAmt0351720
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SEE SCHEDULE O
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt03130
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0172508
IRS990/NetAssetsOrFundBalancesEOYAmt0653174
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt097857
IRS990/OccupancyGrp/TotalAmt097857
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt045187
IRS990/OfficeExpensesGrp/TotalAmt045187
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt082285
IRS990/OtherAssetsTotalGrp/EOYAmt028175
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0177369
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0177369
IRS990/OtherExpensesGrp/Desc0WITHDRAWAL LIABILITY EXPENSE
IRS990/OtherExpensesGrp/Desc1TRAINING EXPENSES
IRS990/OtherExpensesGrp/Desc2TEXTBOOK EXPENSES
IRS990/OtherExpensesGrp/Desc3EQUIPMENT RENTAL
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/ProgramServicesAmt017709
IRS990/OtherExpensesGrp/ProgramServicesAmt153656
IRS990/OtherExpensesGrp/ProgramServicesAmt240210
IRS990/OtherExpensesGrp/ProgramServicesAmt320285
IRS990/OtherExpensesGrp/TotalAmt017709
IRS990/OtherExpensesGrp/TotalAmt153656
IRS990/OtherExpensesGrp/TotalAmt240210
IRS990/OtherExpensesGrp/TotalAmt320285
IRS990/OtherLiabilitiesGrp/BOYAmt0856757
IRS990/OtherLiabilitiesGrp/EOYAmt0817211
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0MONTOYA FUND INSTRUCTION REVENUE
IRS990/OtherRevenueMiscGrp/Desc1REVENUE FROM BOOK SALES
IRS990/OtherRevenueMiscGrp/Desc2INSURANCE RECOVERY INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0102222
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt131840
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt2225908
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0102222
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt131840
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2225908
IRS990/OtherRevenueTotalAmt0359970
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0844887
IRS990/OtherSalariesAndWagesGrp/TotalAmt0844887
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt070492
IRS990/PayrollTaxesGrp/TotalAmt070492
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0231970
IRS990/PensionPlanContributionsGrp/TotalAmt0231970
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt073510
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt063676
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01548
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt011496
IRS990/PrincipalOfficerNm0RUSSELL BURNS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,622,601
Liabilities
$969,427
Net assets
$653,174
Revenue
$2,275,099
Expenses
$1,794,433
Net income
$480,666
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.80$0.22$9.58$3.95$2.26$1.69
2023Detailed filing. Detailed filing data is available for this year.$8.15$0.28$7.88$3.49$2.26$1.23
2022Detailed filing. Detailed filing data is available for this year.$6.79$0.22$6.58$3.43$2.00$1.43
2021Detailed filing. Detailed filing data is available for this year.$6.09$0.73$5.37$3.61$1.95$1.66
2020Detailed filing. Detailed filing data is available for this year.$4.46$0.76$3.71$2.85$1.80$1.06
2019Detailed filing. Detailed filing data is available for this year.$3.40$0.75$2.65$3.25$2.13$1.12
2018Detailed filing. Detailed filing data is available for this year.$2.36$0.83$1.53$2.91$2.04$0.88
2017Detailed filing. Detailed filing data is available for this year.$1.62$0.97$0.65$2.28$1.79$0.48
2016Detailed filing. Detailed filing data is available for this year.$1.10$0.92$0.17$1.85$1.70$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.72$0.13$0.59$1.38$1.32$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.62$0.09$0.53$1.03$1.29$0.26
2013Summary only. Only limited summary data is available for this year.$0.98$0.19$0.79$1.29$1.03$0.26
2012Summary only. Only limited summary data is available for this year.$0.57$0.04$0.53$0.64$0.76$0.12
2011Summary only. Only limited summary data is available for this year.$0.70$0.05$0.65$0.47$0.76$0.28
2010Summary only. Only limited summary data is available for this year.$0.98$0.05$0.93$0.40$0.76$0.35