Civic Intelligence

Central Valley Electrical Industry Training and Education Trust

990 • Fiscal year 2018 • EIN 94-6122275

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 12, 2019

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

29th percentile

0.01x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

31st percentile

0.03x

Higher debt load relative to revenue than 31% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

87th percentile

36%

Higher net margin than 87% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

82nd percentile

20%

Faster asset growth than 82% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

79th percentile

26%

Faster revenue growth than 79% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$1,797,810

Up $305,845 (+20%) from 2017

Net Assets

Up

$1,772,428

Up $296,185 (+20%) from 2017

Liabilities

Up

$25,382

Up $9,660 (+61%) from 2017

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin87th percentile

Revenue

Up

$815,815

Up $165,978 (+26%) from 2017

Expenses

Down

$519,630

Down $77,143 (-13%) from 2017

Net Income

Up

$296,185

Up $243,121 (+458%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth82nd 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

2018

Assets$1,797,810
Liabilities$25,382
Net Assets$1,772,428
Open 2018 Filing

Operations Trend

Revenue Growth79th 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

2018

Revenue$815,815
Expenses$519,630
Net Income$296,185
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 12, 2019
Return Version
2018v3.1
Gross Receipts
$815,815
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
Cash and Non-Interest-Bearing Accounts$306,641$642,222▲ $335,581
Land, Buildings, and Equipment, Net$631,346$589,590▼ $41,756
Savings and Temporary Cash Investments$492,146$500,981▲ $8,835
Accounts Receivable$61,832$65,017▲ $3,185
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$1,491,965$1,797,810▲ $305,845
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$15,722$25,382▲ $9,660
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$15,722$25,382▲ $9,660
Net Assets / Fund Balance
Unrestricted Net Assets$1,476,243$1,772,428▲ $296,185
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$1,476,243$1,772,428▲ $296,185
Total Liabilities and Net Assets / Fund Balance$1,491,965$1,797,810▲ $305,845

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$208,088$312,800$520,888
Equipment$24,093$230,608$254,701
Buildings$125,370$122,824$248,194
Land$212,372-$212,372
Other Land Buildings$19,667$11,833$31,500
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Bobby StutzmanCo-chair
Brian GiniCo-chair
Cary EvansTrustee
Danny MannTrustee
Josh CullumTrustee
Marcos SalasTrustee
Ryan SarnaTrustee
Troy WellsTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$756,041
Investment Income
$8,692
Other Revenue
$51,082
Change in Net Assets
$296,185

Audited Revenue Reconciliation

Revenue per Audited Statements
$815,815
Total Revenue per Audited Statements
$815,815
Total Revenue per Form 990
$815,815
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$332,353
Other Expenses$187,277
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$121,536$84,457$0$205,993
Pension Plan Contributions$35,573$24,721$0$60,294
Other Employee Benefits$28,104$19,530$0$47,634
Depreciation Depletion$37,580$4,176$0$41,756
Office Expenses$16,256$11,296$0$27,552
Payroll Taxes$10,875$7,557-$18,432
Conferences and Meetings$9,747$0$0$9,747
Occupancy$7,980$1,752$0$9,732
Insurance$7,078$1,660$0$8,738
Fees for Services Accounting$0$7,705$0$7,705
Travel$7,371$0$0$7,371
Information Technology$0$5,279$0$5,279
Other Expenses$2,826$0$0$2,826
Fees for Services Legal$0$2,200$0$2,200
Total Functional Expenses$349,297$170,333$0$519,630

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$519,630
Total Expenses per Audited Statements$519,630
Total Expenses per Form 990$519,630
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/chairman
Phone
2095245171
Signed
2019-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bobby Stutzman
Formed
1971
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
8
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
4123 LANKERSHIM BLVD, NORTH HOLLYWOOD, CA 91602-2828
Preparer
Alexandra Chernyak
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/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE A PROGRAM FOR THE EDUCATION OF UNION APPRENTICES AND SUPPLEMENTARY EDUCATION OF UNION JOURNEYMEN IN THE ELECTRICAL INDUSTRY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt01476243
IRS990/NetAssetsOrFundBalancesEOYAmt01772428
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/ManagementAndGeneralAmt01752
IRS990/OccupancyGrp/ProgramServicesAmt07980
IRS990/OccupancyGrp/TotalAmt09732
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011296
IRS990/OfficeExpensesGrp/ProgramServicesAmt016256
IRS990/OfficeExpensesGrp/TotalAmt027552
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt019530
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt028104
IRS990/OtherEmployeeBenefitsGrp/TotalAmt047634
IRS990/OtherExpensesGrp/Desc0TEXTBOOKS AND CLASSROOM MAT.
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt064371
IRS990/OtherExpensesGrp/ProgramServicesAmt12826
IRS990/OtherExpensesGrp/TotalAmt064371
IRS990/OtherExpensesGrp/TotalAmt12826
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0WAGE & BENEFIT REIMB. & VAR. REFUNDS
IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME
IRS990/OtherRevenueMiscGrp/Desc2PRIOR YEAR VOIDED CHECKS
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/ExclusionAmt10
IRS990/OtherRevenueMiscGrp/ExclusionAmt20
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt023963
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt11652
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt225467
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt023963
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11652
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt225467
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt10
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt20
IRS990/OtherRevenueTotalAmt051082
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt084457
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0121536
IRS990/OtherSalariesAndWagesGrp/TotalAmt0205993
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07557
IRS990/PayrollTaxesGrp/ProgramServicesAmt010875
IRS990/PayrollTaxesGrp/TotalAmt018432
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt024721
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt035573
IRS990/PensionPlanContributionsGrp/TotalAmt060294
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/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0570717
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt171250
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2114074
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0570717
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt171250
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2114074
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt08400
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt03880
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0175952
IRS990/PYOtherRevenueAmt05111
IRS990/PYProgramServiceRevenueAmt0632446
IRS990/PYRevenuesLessExpensesAmt053064
IRS990/PYSalariesCompEmpBnftPaidAmt0420821
IRS990/PYTotalExpensesAmt0596773
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0649837
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0296185
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/BOYAmt0492146
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0500981
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0125370
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0122824
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0248194
IRS990ScheduleD/EquipmentGrp/BookValueAmt024093
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0230608
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0254701
IRS990ScheduleD/ExpensesSubtotalAmt0519630
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0212372
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0212372
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0208088
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0312800
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0520888
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt019667
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt011833
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt031500
IRS990ScheduleD/RevenueSubtotalAmt0815815
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/TotalBookValueLandBuildingsAmt0589590
IRS990ScheduleD/TotalExpensesPerForm990Amt0519630
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt0815815
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0815815
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0519630
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,797,810
Liabilities
$25,382
Net assets
$1,772,428
Revenue
$815,815
Expenses
$519,630
Net income
$296,185
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