Civic Intelligence

Sheet Metal Workers Local 104 Apprentice & Journeyman Training Program

990 • Fiscal year 2018 • EIN 94-6138707

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 16, 2019

Organization ProfileN/A
1700 Marina BoulevardSan Leandro, CA 94577

(510) 483-9035

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.05x

Higher debt load relative to assets than 22% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

31st percentile

0.14x

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

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Net Margin

84th percentile

31%

Higher net margin than 84% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

29th percentile

-1.8%

Faster asset growth than 29% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

48th percentile

4.4%

Faster revenue growth than 48% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$36,557,771

Down $657,388 (-1.8%) from 2017

Net Assets

Up

$34,882,213

Up $2,977,893 (+9.3%) from 2017

Liabilities

Down

$1,675,558

Down $3,635,281 (-68%) from 2017

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin84th percentile

Revenue

Up

$11,794,749

Up $497,268 (+4.4%) from 2017

Expenses

Up

$8,188,264

Up $433,685 (+5.6%) from 2017

Net Income

Up

$3,606,485

Up $63,583 (+1.8%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$60M$40M$20M$0Assets 2010: $20,664,956Liabilities 2010: $6,287,070Net Assets 2010: $14,377,8862010Assets 2011: $20,429,689Liabilities 2011: $5,892,035Net Assets 2011: $14,537,6542011Assets 2012: $23,765,822Liabilities 2012: $5,467,189Net Assets 2012: $18,298,6332012Assets 2013: $28,758,478Liabilities 2013: $7,966,715Net Assets 2013: $20,791,7632013Assets 2014: $30,044,408Liabilities 2014: $6,704,100Net Assets 2014: $23,340,3082014Assets 2015: $30,108,965Liabilities 2015: $4,353,610Net Assets 2015: $25,755,3552015Assets 2016: $33,790,055Liabilities 2016: $5,543,452Net Assets 2016: $28,246,6032016Assets 2017: $37,215,159Liabilities 2017: $5,310,839Net Assets 2017: $31,904,3202017Assets 2018: $36,557,771Liabilities 2018: $1,675,558Net Assets 2018: $34,882,2132018Assets 2019: $42,359,328Liabilities 2019: $1,571,262Net Assets 2019: $40,788,0662019Assets 2020: $44,804,521Liabilities 2020: $1,580,828Net Assets 2020: $43,223,6932020Assets 2021: $46,216,539Liabilities 2021: $2,030,319Net Assets 2021: $44,186,2202021Assets 2022: $52,027,601Liabilities 2022: $1,665,538Net Assets 2022: $50,362,0632022Assets 2023: $54,022,607Liabilities 2023: $1,441,798Net Assets 2023: $52,580,8092023Assets 2024: $53,812,419Liabilities 2024: $1,155,576Net Assets 2024: $52,656,8432024

Highlighted filing

2018

Assets$36,557,771
Liabilities$1,675,558
Net Assets$34,882,213
Open 2018 Filing

Operations Trend

Revenue Growth48th percentile

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

$20M$15M$10M$5.0M$0Expenses 2010: $5,116,4782010Expenses 2011: $4,782,4022011Expenses 2012: $4,629,7392012Revenue 2013: $6,846,114Expenses 2013: $5,461,385Net Income 2013: $1,384,7292013Revenue 2014: $9,134,489Expenses 2014: $6,131,982Net Income 2014: $3,002,5072014Revenue 2015: $8,733,266Expenses 2015: $5,925,383Net Income 2015: $2,807,8832015Revenue 2016: $10,203,674Expenses 2016: $8,188,093Net Income 2016: $2,015,5812016Revenue 2017: $11,297,481Expenses 2017: $7,754,579Net Income 2017: $3,542,9022017Revenue 2018: $11,794,749Expenses 2018: $8,188,264Net Income 2018: $3,606,4852018Revenue 2019: $13,137,022Expenses 2019: $8,477,557Net Income 2019: $4,659,4652019Revenue 2020: $11,775,505Expenses 2020: $9,798,866Net Income 2020: $1,976,6392020Revenue 2021: $11,273,871Expenses 2021: $10,566,491Net Income 2021: $707,3802021Revenue 2022: $19,876,096Expenses 2022: $11,301,111Net Income 2022: $8,574,9852022Revenue 2023: $11,726,351Expenses 2023: $10,078,932Net Income 2023: $1,647,4192023Revenue 2024: $10,947,183Expenses 2024: $10,932,624Net Income 2024: $14,5592024

Highlighted filing

2018

Revenue$11,794,749
Expenses$8,188,264
Net Income$3,606,485
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 16, 2019
Return Version
2018v3.1
Gross Receipts
$15,932,962
Mission and Program Overview

Mission

To further the education and training of apprentices & journeypersons.

Sheet metal workers local 104 and bay area training fund is a joint labor-management trust dedicated to provide men and women of the sheet metal industry the highest level of training, skills and knowledge in this trade.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$31,904,320$34,882,213▲ $2,977,893
Land, Buildings, and Equipment, Net$22,441,643$21,498,083▼ $943,560
Investments in Publicly Traded Securities$12,310,901$11,328,456▼ $982,445
Accounts Receivable$1,782,352$3,197,657▲ $1,415,305
Savings and Temporary Cash Investments$267,586$426,518▲ $158,932
Cash and Non-Interest-Bearing Accounts$400,198$101,846▼ $298,352
Prepaid Expenses and Deferred Charges$12,479$5,211▼ $7,268
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$37,215,159$36,557,771▼ $657,388
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,882,358$0▼ $3,882,358
Other Liabilities$1,234,926$1,345,275▲ $110,349
Accounts Payable and Accrued Expenses$193,555$330,283▲ $136,728
Total Liabilities$5,310,839$1,675,558▼ $3,635,281
Net Assets / Fund Balance
Total Net Assets Fund Balance$31,904,320$34,882,213▲ $2,977,893
Total Liabilities and Net Assets / Fund Balance$37,215,159$36,557,771▼ $657,388

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$15,507,641$10,922,638$26,430,279
Land$5,256,512-$5,256,512
Equipment$733,930$1,690,775$2,424,705
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Benjamin a RiveraAdministratorFT$147,576$99,469$247,045
Timothy S MyresAdministratorFT$147,576$99,469$247,045
Brandon R DillTrng CoordFT$154,509$91,368$245,877
Miguel a IbarraTrng CoordFT$155,226$90,651$245,877
David G FordahlInstructorFT$152,445$89,376$241,821

Board Members and Trustees

NameTitle
Brian a MastersTrustee
Chad JohnstonTrustee
Charlie ThrosselTrustee
Jeff SalvottiTrustee
Jim ConwayTrustee
Kathy De JongTrustee
Keith DiasTrustee
Kevin Van BuskirkTrustee
Mark Van Den HeuvelTrustee
Paul D IrwinTrustee
Richard KoenigTrustee
Rick WernerTrustee
SEAN E O'DONOGHUETrustee
Sean GreenwoodTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$1,006,048
Program Service Revenue
$9,535,529
Investment Income
$337,915
Other Revenue
$915,257
All Other Contributions
$52,651
Change in Net Assets
$3,606,485

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table40$38,634Cost
Total Noncash Contributions40$38,634-

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,949,989
Revenue Not Reported on Financial Statements
$844,760
Revenue Not Reported on Form 990
$-629,420
Other Revenue Adjustments
$807,232
Total Revenue per Audited Statements
$10,320,569
Total Revenue per Form 990
$11,794,749
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,014,335
Other Expenses$2,730,158
Grants and Similar Amounts Paid$443,771
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,843,353$181,491-$3,024,844
Pension Plan Contributions$1,135,856$72,502-$1,208,358
Depreciation Depletion$988,156$63,074-$1,051,230
Occupancy$648,916$41,420-$690,336
Other Employee Benefits$522,219$33,333-$555,552
Grants to Domestic Individuals$443,771--$443,771
Payroll Taxes$212,046$13,535-$225,581
Office Expenses$118,470$7,562-$126,032
Insurance$115,786$7,391-$123,177
Fees for Services Other$108,575$6,930-$115,505
Information Technology$55,751$3,559-$59,310
Fees for Services Accounting$50,234$3,206-$53,440
Conferences and Meetings$41,067$2,621-$43,688
Travel$38,431$2,453-$40,884
Fees for Service Investment Mgmnt Fees$35,276$2,252-$37,528
Fees for Services Legal$27,559$1,759-$29,318
Other Expenses$7,310$467-$7,777
Total Functional Expenses$7,723,593$464,671$0$8,188,264

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$8,188,264
Expenses per Audited Statements$8,149,908
Total Expenses per Audited Statements$7,342,676
Expenses Not Reported on Financial Statements$38,356
Other Expense Adjustments$828
Expenses Not Reported on Form 990$-807,232
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$53,176
Fundraising Gross Income$53,176
Gaming Direct Expenses$38,634
Gaming Gross Income$17,171
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$157,153$53,176$19,037$34,139
Total Events$157,153$53,176$53,176$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Withdrawal Liability$1,345,275
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“Trust does not have a committee with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“A copy of form 990 was provided to the organization's governing body before the return was filed. Chairman of the board and co-chairman of the board review the form before it is filed with irs.”

Form 990, Part VI, Section B, Line 12C

“The trustees review and sign the conflict-of-interest policy annually at a board of trustees meeting. Trustees are required to disclose in writing any relationships or interest that could give rise to a conflict. If there is a conflict of interest, the conflicting interest is fully disclosed and documented in writing. The trustee or fiduciary with the conflict of interest is excluded from the discussion and approval of the transaction.”

Form 990, Part VI, Section C, Line 19

“The organization does not make its governing documents or financial statements available to the public. Upon request, the organization makes its governing documents and financial information available to the organization's members.”

Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers Local 104
EIN
94-6138707
Phone
5104839035
Address
1700 MARINA BOULEVARD, SAN LEANDRO, CA 94577

Signing Officer

Name
Rick Werner
Title
Chairman
Phone
5104839035
Signed
2019-10-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rick Werner
Formed
1966
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
63
Volunteers
0

Preparer

Firm
Lindquist Llp
Address
5000 EXECUTIVE PARKWAY SUITE 400, SAN RAMON, CA 94583-4346
Preparer
Joseph M Thiermann
Phone
9252779100
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization has a board of trustees that assumes responsibility for oversight of the audit of its financial statements and selection of an independent accountant. This process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The trust's administrator has analyzed the tax positions taken and has concluded that, as of december 31, 2018, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The trust is subject to routine audits by the taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The trust's administrator believes it is no longer subject to income tax examinations for the fiscal years prior to 2015.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Scholarship disbursements -828.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Foothill college excess cost reimbursement 813,396. Loss on asset disposition -6,164.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Foothill college excess cost reimbursement -813,396. Loss on asset disposition 6,164.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Scholarship disbursements 828.”

Raw XML AppendixShowing 400 of 717 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/ActivityOrMissionDesc0SHEET METAL WORKERS LOCAL 104 AND BAY AREA TRAINING FUND IS A JOINT LABOR-MANAGEMENT TRUST DEDICATED TO PROVIDE MEN AND WOMEN OF THE SHEET METAL INDUSTRY THE HIGHEST LEVEL OF TRAINING, SKILLS AND KNOWLEDGE IN THIS TRADE.
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IRS990/Form990PartVIISectionAGrp/PersonNm4SEAN E O'DONOGHUE
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17155226
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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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
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRNG COORD
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRNG COORD
IRS990/Form990PartVIISectionAGrp/TitleTxt18INSTRUCTOR
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IRS990/FormationYr01966
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
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IRS990/FundraisingDirectExpensesAmt053176
IRS990/FundraisingGrossIncomeAmt053176
IRS990/GainOrLossGrp/OtherAmt0-6164
IRS990/GainOrLossGrp/SecuritiesAmt083
IRS990/GamingActivitiesInd00
IRS990/GamingDirectExpensesAmt038634
IRS990/GamingGrossIncomeAmt017171
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GovernmentGrantsAmt0849420
IRS990/GrantAmt0443771
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0443771
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0443771
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt04200
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04036122
IRS990/GrossReceiptsAmt015932962
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt013
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt03559
IRS990/InformationTechnologyGrp/ProgramServicesAmt055751
IRS990/InformationTechnologyGrp/TotalAmt059310
IRS990/InsuranceGrp/ManagementAndGeneralAmt07391
IRS990/InsuranceGrp/ProgramServicesAmt0115786
IRS990/InsuranceGrp/TotalAmt0123177
IRS990/InvestmentIncomeGrp/ExclusionAmt0343996
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0343996
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt012310901
IRS990/InvestmentsPubTradedSecGrp/EOYAmt011328456
IRS990/IRPDocumentCnt038
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt012613413
IRS990/LandBldgEquipBasisNetGrp/BOYAmt022441643
IRS990/LandBldgEquipBasisNetGrp/EOYAmt021498083
IRS990/LandBldgEquipCostOrOtherBssAmt034111496
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt010364
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04036039
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt039726
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt039726
IRS990/MissionDesc0TO FURTHER THE EDUCATION AND TRAINING OF APPRENTICES & JOURNEYPERSONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt03882358
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt031904320
IRS990/NetAssetsOrFundBalancesEOYAmt034882213
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-6081
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-6081
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/ExclusionAmt0-21463
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt0-21463
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-628592
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt038634
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt041420
IRS990/OccupancyGrp/ProgramServicesAmt0648916
IRS990/OccupancyGrp/TotalAmt0690336
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07562
IRS990/OfficeExpensesGrp/ProgramServicesAmt0118470
IRS990/OfficeExpensesGrp/TotalAmt0126032
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt033333
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0522219
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0555552
IRS990/OtherExpensesGrp/Desc0TRAINING MATERIAL
IRS990/OtherExpensesGrp/Desc1AWARDS AND SELECTION CO
IRS990/OtherExpensesGrp/Desc2INSTRUCTOR TRAINING
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt016249
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12620
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22247
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3467
IRS990/OtherExpensesGrp/ProgramServicesAmt0254568
IRS990/OtherExpensesGrp/ProgramServicesAmt141046
IRS990/OtherExpensesGrp/ProgramServicesAmt235203
IRS990/OtherExpensesGrp/ProgramServicesAmt37310
IRS990/OtherExpensesGrp/TotalAmt0270817
IRS990/OtherExpensesGrp/TotalAmt143666
IRS990/OtherExpensesGrp/TotalAmt237450
IRS990/OtherExpensesGrp/TotalAmt37777
IRS990/OtherLiabilitiesGrp/BOYAmt01234926
IRS990/OtherLiabilitiesGrp/EOYAmt01345275
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
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IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0COLLEGE REIMBURSEMENTS
IRS990/OtherRevenueMiscGrp/Desc1PROPERTY TAX REFUND
IRS990/OtherRevenueMiscGrp/Desc2SALE OF SUPPLIES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0813396
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt146900
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt236698
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0813396
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt146900
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt236698
IRS990/OtherRevenueTotalAmt0936720
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0181491
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02843353
IRS990/OtherSalariesAndWagesGrp/TotalAmt03024844
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt013535
IRS990/PayrollTaxesGrp/ProgramServicesAmt0212046
IRS990/PayrollTaxesGrp/TotalAmt0225581
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt072502
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01135856
IRS990/PensionPlanContributionsGrp/TotalAmt01208358
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt012479
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05211
IRS990/PrincipalOfficerNm0RICK WERNER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt09342355
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1193174
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt09342355
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1193174
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01129505
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0446337
IRS990/PYInvestmentIncomeAmt0583763
IRS990/PYOtherExpensesAmt03152641
IRS990/PYOtherRevenueAmt0958462
IRS990/PYProgramServiceRevenueAmt08625751
IRS990/PYRevenuesLessExpensesAmt03542902
IRS990/PYSalariesCompEmpBnftPaidAmt04155601
IRS990/PYTotalExpensesAmt07754579
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt011297481
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt03606485
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt010472249
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt031904320
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt034882213

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$36,557,771
Liabilities
$1,675,558
Net assets
$34,882,213
Revenue
$11,794,749
Expenses
$8,188,264
Net income
$3,606,485
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$53.8$1.16$52.7$10.9$10.9$0.01
2023Detailed filing. Detailed filing data is available for this year.$54.0$1.44$52.6$11.7$10.1$1.65
2022Detailed filing. Detailed filing data is available for this year.$52.0$1.67$50.4$19.9$11.3$8.57
2021Detailed filing. Detailed filing data is available for this year.$46.2$2.03$44.2$11.3$10.6$0.71
2020Detailed filing. Detailed filing data is available for this year.$44.8$1.58$43.2$11.8$9.80$1.98
2019Detailed filing. Detailed filing data is available for this year.$42.4$1.57$40.8$13.1$8.48$4.66
2018Detailed filing. Detailed filing data is available for this year.$36.6$1.68$34.9$11.8$8.19$3.61
2017Detailed filing. Detailed filing data is available for this year.$37.2$5.31$31.9$11.3$7.75$3.54
2016Detailed filing. Detailed filing data is available for this year.$33.8$5.54$28.2$10.2$8.19$2.02
2015Detailed filing. Detailed filing data is available for this year.$30.1$4.35$25.8$8.73$5.93$2.81
2014Detailed filing. Detailed filing data is available for this year.$30.0$6.70$23.3$9.13$6.13$3.00
2013Detailed filing. Detailed filing data is available for this year.$28.8$7.97$20.8$6.85$5.46$1.38
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.8$5.47$18.3$4.63
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.4$5.89$14.5$4.78
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.7$6.29$14.4$5.12
Peer Organizations

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