Civic Intelligence

Central Valley Electrical Industry Training and Education Trust

990 • Fiscal year 2016 • EIN 94-6122275

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 16, 2017

Organization ProfileN/A

View Organization Page

519 12th StModesto, CA 95354

(209) 524-5171

Siviq Scores

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

Liabilities / Assets

28th percentile

0.01x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

29th percentile

0.03x

Higher debt load relative to revenue than 29% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

37th percentile

-1.5%

Higher net margin than 37% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

35th percentile

-2.0%

Faster asset growth than 35% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

11th percentile

-29%

Faster revenue growth than 11% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$1,444,552

Down $29,148 (-2.0%) from 2015

Net Assets

Down

$1,423,179

Down $10,019 (-0.7%) from 2015

Liabilities

Down

$21,373

Down $19,129 (-47%) from 2015

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin37th percentile

Revenue

Down

$671,505

Down $280,470 (-29%) from 2015

Expenses

Up

$681,524

Up $35,589 (+5.5%) from 2015

Net Income

Down

-$10,019

Down $316,059 (-103%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,244,057Liabilities 2010: $11,297Net Assets 2010: $1,232,7602010Assets 2011: $1,215,322Liabilities 2011: $14,777Net Assets 2011: $1,200,5452011Assets 2012: $1,226,348Liabilities 2012: $17,876Net Assets 2012: $1,208,4722012Assets 2013: $1,167,277Liabilities 2013: $16,267Net Assets 2013: $1,151,0102013Assets 2014: $1,146,773Liabilities 2014: $19,615Net Assets 2014: $1,127,1582014Assets 2015: $1,473,700Liabilities 2015: $40,502Net Assets 2015: $1,433,1982015Assets 2016: $1,444,552Liabilities 2016: $21,373Net Assets 2016: $1,423,1792016Assets 2017: $1,491,965Liabilities 2017: $15,722Net Assets 2017: $1,476,2432017Assets 2018: $1,797,810Liabilities 2018: $25,382Net Assets 2018: $1,772,4282018Assets 2019: $2,109,419Liabilities 2019: $43,838Net Assets 2019: $2,065,5812019Assets 2020: $2,224,155Liabilities 2020: $41,389Net Assets 2020: $2,182,7662020Assets 2021: $2,034,551Liabilities 2021: $30,915Net Assets 2021: $2,003,6362021Assets 2022: $2,336,203Liabilities 2022: $100,573Net Assets 2022: $2,235,6302022Assets 2023: $2,975,001Liabilities 2023: $28,166Net Assets 2023: $2,946,8352023Assets 2024: $3,722,653Liabilities 2024: $39,009Net Assets 2024: $3,683,6442024

Highlighted filing

2016

Assets$1,444,552
Liabilities$21,373
Net Assets$1,423,179
Open 2016 Filing

Operations Trend

Revenue Growth11th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2010: $298,538Expenses 2010: $493,376Net Income 2010: -$194,8382010Revenue 2011: $421,643Expenses 2011: $453,858Net Income 2011: -$32,2152011Revenue 2012: $568,439Expenses 2012: $560,512Net Income 2012: $7,9272012Revenue 2013: $515,211Expenses 2013: $572,673Net Income 2013: -$57,4622013Revenue 2014: $548,711Expenses 2014: $572,563Net Income 2014: -$23,8522014Revenue 2015: $951,975Expenses 2015: $645,935Net Income 2015: $306,0402015Revenue 2016: $671,505Expenses 2016: $681,524Net Income 2016: -$10,0192016Revenue 2017: $649,837Expenses 2017: $596,773Net Income 2017: $53,0642017Revenue 2018: $815,815Expenses 2018: $519,630Net Income 2018: $296,1852018Revenue 2019: $931,177Expenses 2019: $638,225Net Income 2019: $292,9522019Revenue 2020: $811,449Expenses 2020: $694,264Net Income 2020: $117,1852020Revenue 2021: $593,005Expenses 2021: $772,135Net Income 2021: -$179,1302021Revenue 2022: $1,037,649Expenses 2022: $805,655Net Income 2022: $231,9942022Revenue 2023: $1,562,472Expenses 2023: $851,267Net Income 2023: $711,2052023Revenue 2024: $1,713,490Expenses 2024: $976,681Net Income 2024: $736,8092024

Highlighted filing

2016

Revenue$671,505
Expenses$681,524
Net Income-$10,019
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 16, 2017
Return Version
2016v3.1
Gross Receipts
$671,505
Mission and Program Overview

Mission

To provide a program for the education of union apprentices and supplementary education of union journeymen in the electrical industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$566,192$636,113▲ $69,921
Savings and Temporary Cash Investments$487,117$488,339▲ $1,222
Cash and Non-Interest-Bearing Accounts$357,654$280,911▼ $76,743
Accounts Receivable$62,737$39,189▼ $23,548
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$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
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$1,473,700$1,444,552▼ $29,148
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$40,502$21,373▼ $19,129
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$40,502$21,373▼ $19,129
Net Assets / Fund Balance
Unrestricted Net Assets$1,433,198$1,423,179▼ $10,019
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$1,433,198$1,423,179▼ $10,019
Total Liabilities and Net Assets / Fund Balance$1,473,700$1,444,552▼ $29,148

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$236,605$274,283$510,888
Buildings$138,098$110,096$248,194
Equipment$49,038$197,121$246,159
Land$212,372-$212,372
Other Land Buildings-$8,500$8,500
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Billy PowellCo Chair
Pete HalverCo Chair
Bobby StutzmanTrustee
Brian GiniTrustee
Danny MannTrustee
Josh CullumTrustee
Troy WellsTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$42,707
Program Service Revenue
$520,899
Investment Income
$1,325
Other Revenue
$106,574
All Other Contributions
$42,707
Change in Net Assets
$-10,019

Audited Revenue Reconciliation

Revenue per Audited Statements
$671,505
Total Revenue per Audited Statements
$671,505
Total Revenue per Form 990
$671,505
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$491,465
Other Expenses$190,059
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$173,599$120,637$0$294,236
Pension Plan Contributions$51,754$35,965$0$87,719
Other Employee Benefits$49,419$34,342$0$83,761
Depreciation Depletion$35,198$3,911$0$39,109
Office Expenses$21,451$12,066$0$33,517
Payroll Taxes$15,192$10,557$0$25,749
Conferences and Meetings$15,402$0$0$15,402
Occupancy$12,395$2,721$0$15,116
Insurance$11,699$2,744$0$14,443
Fees for Services Accounting$0$7,075$0$7,075
Travel$2,685$0$0$2,685
Information Technology$0$2,644$0$2,644
Fees for Services Legal$0$2,400$0$2,400
Other Expenses$1,137$0$0$1,137
Total Functional Expenses$446,462$235,062$0$681,524

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$681,524
Total Expenses per Audited Statements$681,524
Total Expenses per Form 990$681,524
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
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
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
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI, line 8B:

“THE educational TRUST DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. PART VI, LINE 11B: THE FORM 990 WAS PROVIDED TO THE RESPONSIBLE OFFICER FOR REVIEW PRIOR TO FILING. PART VI, LINES 15A AND 15B: THE TRAINING DIRECTOR AND THE PRIMARY INSTRUCTOR SALARIES ARE REVIEWED AND APPROVED BY THE TRUSTEES. PART VI, LINE 19: THE EDUCATIONAL TRUST'S PLAN DOCUMENT AND FINANCIAL STATEMENTS ARE MAINTAINED IN THE EDUCATIONAL TRUST'S OFFICE AND ARE AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Central Valley Electrical Industry
EIN
94-6122275
In Care Of
% BOBBY STUTZMAN
Phone
2095245171
Address
519 12TH ST, MODESTO, CA 95354

Signing Officer

Name
Bobby Stutzman
Title
Trustee
Phone
2095245171
Signed
2017-10-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bobby Stutzman
Formed
1971
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
10
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
4123 LANKERSHIM BLVD, NORTH HOLLYWOOD, CA 91602-2828
Preparer
Ronald D Chandler
Phone
8187692010
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/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt01433198
IRS990/NetAssetsOrFundBalancesEOYAmt01423179
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt02721
IRS990/OccupancyGrp/ProgramServicesAmt012395
IRS990/OccupancyGrp/TotalAmt015116
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012066
IRS990/OfficeExpensesGrp/ProgramServicesAmt021451
IRS990/OfficeExpensesGrp/TotalAmt033517
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt034342
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt049419
IRS990/OtherEmployeeBenefitsGrp/TotalAmt083761
IRS990/OtherExpensesGrp/Desc0TEXTBOOKS AND CLASSROOM MAT.
IRS990/OtherExpensesGrp/Desc1DRUG TESTING
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt056431
IRS990/OtherExpensesGrp/ProgramServicesAmt1100
IRS990/OtherExpensesGrp/ProgramServicesAmt21137
IRS990/OtherExpensesGrp/TotalAmt056431
IRS990/OtherExpensesGrp/TotalAmt1100
IRS990/OtherExpensesGrp/TotalAmt21137
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0WAGE & BENEFIT REIMB. & VAR. REFUNDS
IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0104946
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt11628
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0104946
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11628
IRS990/OtherRevenueTotalAmt0106574
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0120637
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0173599
IRS990/OtherSalariesAndWagesGrp/TotalAmt0294236
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010557
IRS990/PayrollTaxesGrp/ProgramServicesAmt015192
IRS990/PayrollTaxesGrp/TotalAmt025749
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt035965
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt051754
IRS990/PensionPlanContributionsGrp/TotalAmt087719
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0BOBBY STUTZMAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1MONTOYA FUNDING
IRS990/ProgramServiceRevenueGrp/Desc2BOOK SALES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0445230
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt170785
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt24884
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0445230
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt170785
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt24884
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt039721
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0165
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0182286
IRS990/PYOtherRevenueAmt086515
IRS990/PYProgramServiceRevenueAmt0825574
IRS990/PYRevenuesLessExpensesAmt0306040
IRS990/PYSalariesCompEmpBnftPaidAmt0463649
IRS990/PYTotalExpensesAmt0645935
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0951975
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-10019
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0487117
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0488339
IRS990ScheduleA/SchoolInd0X
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/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0138098
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0110096
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0248194
IRS990ScheduleD/EquipmentGrp/BookValueAmt049038
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0197121
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0246159
IRS990ScheduleD/ExpensesSubtotalAmt0681524
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0212372
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0212372
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0236605
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0274283
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0510888
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt08500
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt08500
IRS990ScheduleD/RevenueSubtotalAmt0671505
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0part x, line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0636113
IRS990ScheduleD/TotalExpensesPerForm990Amt0681524
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt0671505
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0671505
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0681524
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE EDUCATIONAL TRUST INFORMS STUDENTS DURING THE REGISTRATION PROCESS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1, Line 3:
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,444,552
Liabilities
$21,373
Net assets
$1,423,179
Revenue
$671,505
Expenses
$681,524
Net income
-$10,019
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.72$0.04$3.68$1.71$0.98$0.74
2023Detailed filing. Detailed filing data is available for this year.$2.98$0.03$2.95$1.56$0.85$0.71
2022Detailed filing. Detailed filing data is available for this year.$2.34$0.10$2.24$1.04$0.81$0.23
2021Detailed filing. Detailed filing data is available for this year.$2.03$0.03$2.00$0.59$0.77$0.18
2020Detailed filing. Detailed filing data is available for this year.$2.22$0.04$2.18$0.81$0.69$0.12
2019Detailed filing. Detailed filing data is available for this year.$2.11$0.04$2.07$0.93$0.64$0.29
2018Detailed filing. Detailed filing data is available for this year.$1.80$0.03$1.77$0.82$0.52$0.30
2017Detailed filing. Detailed filing data is available for this year.$1.49$0.02$1.48$0.65$0.60$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.44$0.02$1.42$0.67$0.68$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.47$0.04$1.43$0.95$0.65$0.31
2014Detailed filing. Detailed filing data is available for this year.$1.15$0.02$1.13$0.55$0.57$0.02
2013Summary only. Only limited summary data is available for this year.$1.17$0.02$1.15$0.52$0.57$0.06
2012Summary only. Only limited summary data is available for this year.$1.23$0.02$1.21$0.57$0.56$0.01
2011Summary only. Only limited summary data is available for this year.$1.22$0.01$1.20$0.42$0.45$0.03
2010Summary only. Only limited summary data is available for this year.$1.24$0.01$1.23$0.30$0.49$0.19