Civic Intelligence

Central Valley Electrical Industry Training and Education Trust

990 • Fiscal year 2021 • EIN 94-6122275

Jan 01, 2021 to Dec 31, 2021 • Filed on May 23, 2022

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

33rd percentile

0.02x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

41st percentile

0.05x

Higher debt load relative to revenue than 41% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

8th percentile

-30%

Higher net margin than 8% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

90th percentile

$200,148

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 33.8% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

9th percentile

-8.5%

Faster asset growth than 9% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

11th percentile

-27%

Faster revenue growth than 11% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$2,034,551

Down $189,604 (-8.5%) from 2020

Net Assets

Down

$2,003,636

Down $179,130 (-8.2%) from 2020

Liabilities

Down

$30,915

Down $10,474 (-25%) from 2020

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin8th percentile

Revenue

Down

$593,005

Down $218,444 (-27%) from 2020

Expenses

Up

$772,135

Up $77,871 (+11%) from 2020

Net Income

Down

-$179,130

Down $296,315 (-253%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth9th 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

2021

Assets$2,034,551
Liabilities$30,915
Net Assets$2,003,636
Open 2021 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

2021

Revenue$593,005
Expenses$772,135
Net Income-$179,130
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 23, 2022
Return Version
2021v4.2
Gross Receipts
$746,412
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$1,063,162$1,058,971▼ $4,191
Savings and Temporary Cash Investments$538,492$550,147▲ $11,655
Land, Buildings, and Equipment, Net$581,588$377,299▼ $204,289
Accounts Receivable$40,913$48,134▲ $7,221
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$2,224,155$2,034,551▼ $189,604
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$41,389$30,915▼ $10,474
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$41,389$30,915▼ $10,474
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,182,766$2,003,636▼ $179,130
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$2,182,766$2,003,636▼ $179,130
Total Liabilities and Net Assets / Fund Balance$2,224,155$2,034,551▼ $189,604

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$169,414$374,849$544,263
Buildings$106,308$141,886$248,194
Equipment$42,612$193,541$236,153
Land$58,965-$58,965
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Scott TaylorTraining DirectorFT$108,680$52,265$160,945
John BrownAssistant Training DirectorFT$100,011$52,005$152,016
David Jonestrustee--$1,932$1,932
Josh Cullumtrustee--$362$362

Board Members and Trustees

NameTitle
Brian Ginitrustee
Nicolaj B Svobodatrustee
Pete Butlertrustee
Robert Stutzmantrustee
Troy Wellstrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$177,747
Program Service Revenue
$499,980
Investment Income
$-89,081
Other Revenue
$4,359
All Other Contributions
$5,600
Change in Net Assets
$-179,130

Audited Revenue Reconciliation

Revenue per Audited Statements
$593,005
Total Revenue per Audited Statements
$593,005
Total Revenue per Form 990
$593,005
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$507,014
Other Expenses$265,121
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$188,337$125,558$0$313,895
Other Employee Benefits$66,447$44,298$0$110,745
Pension Plan Contributions$34,571$23,047$0$57,618
Depreciation Depletion$47,226$5,247$0$52,473
Payroll Taxes$14,854$9,902$0$24,756
Fees for Services Management$0$18,829$0$18,829
Occupancy$14,485$3,621$0$18,106
Office Expenses$4,314$13,529$0$17,843
Insurance$10,556$2,639$0$13,195
Fees for Services Accounting$0$9,600$0$9,600
Information Technology$0$7,048$0$7,048
Conferences and Meetings$3,281$3,280$0$6,561
Other Expenses$1,926$1,339$0$3,265
Fees for Services Legal$0$2,400$0$2,400
Total Functional Expenses$455,478$316,657$0$772,135

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$772,135
Total Expenses per Audited Statements$772,135
Total Expenses per Form 990$772,135
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
% ROBERT STUTZMAN
Phone
2095245171
Address
519 12TH ST, MODESTO, CA 95354

Signing Officer

Name
Robert Stutzman
Title
Turstee
Phone
2095245171
Signed
2022-05-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Stutzman
Formed
1971
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
3
Employees
4
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
275 BATTERY ST STE 1800, SAN FRANCISCO, CA 94111-3346
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 589 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/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt05452
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05452
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0710276
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0581588
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0377299
IRS990/LandBldgEquipCostOrOtherBssAmt01087575
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0153407
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
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt02182766
IRS990/NetAssetsOrFundBalancesEOYAmt02003636
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-94533
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-94533
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02182766
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02003636
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt03621
IRS990/OccupancyGrp/ProgramServicesAmt014485
IRS990/OccupancyGrp/TotalAmt018106
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt013529
IRS990/OfficeExpensesGrp/ProgramServicesAmt04314
IRS990/OfficeExpensesGrp/TotalAmt017843
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt044298
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt066447
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0110745
IRS990/OtherExpensesGrp/Desc0TEXTBOOKS AND CLASSROOM MAT.
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt046320
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11339
IRS990/OtherExpensesGrp/ProgramServicesAmt069481
IRS990/OtherExpensesGrp/ProgramServicesAmt11926
IRS990/OtherExpensesGrp/TotalAmt0115801
IRS990/OtherExpensesGrp/TotalAmt13265
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0REFUNDS & REIMBURSEMENTS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04359
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04359
IRS990/OtherRevenueTotalAmt04359
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0125558
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0188337
IRS990/OtherSalariesAndWagesGrp/TotalAmt0313895
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09902
IRS990/PayrollTaxesGrp/ProgramServicesAmt014854
IRS990/PayrollTaxesGrp/TotalAmt024756
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt023047
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt034571
IRS990/PensionPlanContributionsGrp/TotalAmt057618
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0ROBERT STUTZMAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1BOOK SALES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0474229
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt125751
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0474229
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt125751
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0244630
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-5904
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0254031
IRS990/PYOtherRevenueAmt0944
IRS990/PYProgramServiceRevenueAmt0571779
IRS990/PYRevenuesLessExpensesAmt0117185
IRS990/PYSalariesCompEmpBnftPaidAmt0440233
IRS990/PYTotalExpensesAmt0694264
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0811449
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-179130
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/BOYAmt0538492
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0550147
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/BookValueAmt0106308
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0141886
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0248194
IRS990ScheduleD/EquipmentGrp/BookValueAmt042612
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0193541
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0236153
IRS990ScheduleD/ExpensesSubtotalAmt0772135
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt058965
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt058965
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0169414
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0374849
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0544263
IRS990ScheduleD/RevenueSubtotalAmt0593005
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/TotalBookValueLandBuildingsAmt0377299
IRS990ScheduleD/TotalExpensesPerForm990Amt0772135
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt0593005
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0593005
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0772135
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,034,551
Liabilities
$30,915
Net assets
$2,003,636
Revenue
$593,005
Expenses
$772,135
Net income
-$179,130
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