Civic Intelligence

Central Valley Electrical Industry Training and Education Trust

990 • Fiscal year 2020 • EIN 94-6122275

Jan 01, 2020 to Dec 31, 2020 • Filed on May 03, 2021

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

30th percentile

0.02x

Higher debt load relative to assets than 30% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

33rd percentile

0.05x

Higher debt load relative to revenue than 33% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

66th percentile

14%

Higher net margin than 66% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

90th percentile

$197,927

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 24.4% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

49th percentile

5.4%

Faster asset growth than 49% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

30th percentile

-13%

Faster revenue growth than 30% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$2,224,155

Up $114,736 (+5.4%) from 2019

Net Assets

Up

$2,182,766

Up $117,185 (+5.7%) from 2019

Liabilities

Down

$41,389

Down $2,449 (-5.6%) from 2019

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin66th percentile

Revenue

Down

$811,449

Down $119,728 (-13%) from 2019

Expenses

Up

$694,264

Up $56,039 (+8.8%) from 2019

Net Income

Down

$117,185

Down $175,767 (-60%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2020

Assets$2,224,155
Liabilities$41,389
Net Assets$2,182,766
Open 2020 Filing

Operations Trend

Revenue Growth30th 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

2020

Revenue$811,449
Expenses$694,264
Net Income$117,185
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 3, 2021
Return Version
2020v4.1
Gross Receipts
$824,599
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$979,096$1,063,162▲ $84,066
Land, Buildings, and Equipment, Net$547,987$581,588▲ $33,601
Savings and Temporary Cash Investments$531,747$538,492▲ $6,745
Accounts Receivable$50,589$40,913▼ $9,676
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$2,109,419$2,224,155▲ $114,736
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$43,838$41,389▼ $2,449
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$43,838$41,389▼ $2,449
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,065,581$2,182,766▲ $117,185
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$2,065,581$2,182,766▲ $117,185
Total Liabilities and Net Assets / Fund Balance$2,109,419$2,224,155▲ $114,736

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$191,536$352,727$544,263
Buildings$112,642$135,552$248,194
Land$212,372-$212,372
Equipment$39,954$164,584$204,538
Other Land Buildings$25,084$5,016$30,100
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Scott TaylorTraining DirectorFT$107,258$50,329$157,587
Nicolaj B Svobodatrustee-$2,415$167,531$2,415
David Jonestrustee--$1,932$1,932

Board Members and Trustees

NameTitle
Brian Ginitrustee
Josh Cullumtrustee
Pete Butlertrustee
Robert Stutzmantrustee
Troy Wellstrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$244,630
Program Service Revenue
$571,779
Investment Income
$-5,904
Other Revenue
$944
All Other Contributions
$145,937
Change in Net Assets
$117,185

Audited Revenue Reconciliation

Revenue per Audited Statements
$811,449
Total Revenue per Audited Statements
$811,449
Total Revenue per Form 990
$811,449
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$440,233
Other Expenses$254,031
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$165,008$110,006$0$275,014
Pension Plan Contributions$46,050$30,700$0$76,750
Other Employee Benefits$38,056$25,370$0$63,426
Depreciation Depletion$34,870$3,874$0$38,744
Fees for Services Management$0$24,675$0$24,675
Payroll Taxes$13,577$9,051$0$22,628
Office Expenses$4,314$17,785$0$22,099
Insurance$10,669$2,667$0$13,336
Occupancy$10,604$2,651$0$13,255
Information Technology$0$9,314$0$9,314
Fees for Services Accounting$0$9,100$0$9,100
Conferences and Meetings$4,647$0$0$4,647
Travel$3,117$0$0$3,117
Current Officers, Directors, Trustees, and Key Employees$1,449$966-$2,415
Fees for Services Legal$0$2,400$0$2,400
Other Expenses$97$68$0$165
Total Functional Expenses$400,365$293,899$0$694,264

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$694,264
Total Expenses per Audited Statements$694,264
Total Expenses per Form 990$694,264
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
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 Slutzman
Title
Trustee Chair
Phone
2095245171
Signed
2021-05-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bobby Stutzman
Formed
1971
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
4
Employees
8
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
275 BATTERY ST STE 1800, SAN FRANCISCO, CA 94111-3946
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.”

Raw XML AppendixShowing 400 of 574 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/LandBldgEquipCostOrOtherBssAmt01239467
IRS990/LegalDomicileStateCd0CA
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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 PROGRAM FOR THE EDUCATION OF UNION APPRENTICES AND SUPPLEMENTARY EDUCATION OF UNION JOURNEYMEN IN THE ELECTRICAL INDUSTRY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
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IRS990/NetAssetsOrFundBalancesBOYAmt02065581
IRS990/NetAssetsOrFundBalancesEOYAmt02182766
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-13150
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-13150
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02065581
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02182766
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt02651
IRS990/OccupancyGrp/ProgramServicesAmt010604
IRS990/OccupancyGrp/TotalAmt013255
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt017785
IRS990/OfficeExpensesGrp/ProgramServicesAmt04314
IRS990/OfficeExpensesGrp/TotalAmt022099
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt025370
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt038056
IRS990/OtherEmployeeBenefitsGrp/TotalAmt063426
IRS990/OtherExpensesGrp/Desc0TEXTBOOKS AND CLASSROOM MAT.
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt045272
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt168
IRS990/OtherExpensesGrp/ProgramServicesAmt067907
IRS990/OtherExpensesGrp/ProgramServicesAmt197
IRS990/OtherExpensesGrp/TotalAmt0113179
IRS990/OtherExpensesGrp/TotalAmt1165
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0REFUNDS & REIMBURSEMENTS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0944
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0944
IRS990/OtherRevenueTotalAmt0944
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0110006
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0165008
IRS990/OtherSalariesAndWagesGrp/TotalAmt0275014
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09051
IRS990/PayrollTaxesGrp/ProgramServicesAmt013577
IRS990/PayrollTaxesGrp/TotalAmt022628
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt030700
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt046050
IRS990/PensionPlanContributionsGrp/TotalAmt076750
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0BOBBY STUTZMAN
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1BOOK SALES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0532774
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt139005
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0532774
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt139005
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt095132
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt06574
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0226124
IRS990/PYOtherRevenueAmt09566
IRS990/PYProgramServiceRevenueAmt0819905
IRS990/PYRevenuesLessExpensesAmt0292952
IRS990/PYSalariesCompEmpBnftPaidAmt0412101
IRS990/PYTotalExpensesAmt0638225
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0931177
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0117185
IRS990/RelatedEntityInd0true
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/BOYAmt0531747
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0538492
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/BookValueAmt0112642
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0135552
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0248194
IRS990ScheduleD/EquipmentGrp/BookValueAmt039954
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0164584
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0204538
IRS990ScheduleD/ExpensesSubtotalAmt0694264
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0212372
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0212372
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0191536
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0352727
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0544263
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt025084
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt05016
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt030100
IRS990ScheduleD/RevenueSubtotalAmt0811449
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/TotalBookValueLandBuildingsAmt0581588
IRS990ScheduleD/TotalExpensesPerForm990Amt0694264
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt0811449
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0811449
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0694264
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,224,155
Liabilities
$41,389
Net assets
$2,182,766
Revenue
$811,449
Expenses
$694,264
Net income
$117,185
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